Specialists in Informed Financial Planning
Need help meeting your financial objectives in 2019? Are you worried about protecting your business in case of a no deal Brexit?
Because of Brexit, we live in an unpredictable economy and high levels of uncertainty are creating problems for businesses all over the UK. With the cost of living higher than ever, we all want to protect our wealth for our children, but this might seem harder than ever.
Estate Capital Financial Management can help you make the most well-informed decisions so you make better planning for your financial future. Our Chartered Financial Planners offer a wide range of services including wealth management, pension advice, estate planning and much more.
The most relevant advice for your unique needs.
We can deliver bespoke financial planning that fulfils your unique objectives and expectations. Our team with a diverse range of clients including high net clients who want to achieve the best return on their investments.
Whatever your current circumstances, Estate Capital Finance will work with you to create a long-term plan which gives you the freedom to enjoy your life.
We pride ourselves on offering advice which is clear, well-informed and offers complete peace of mind. Since all our Chartered Financial Planners are completely independent, our advice is guaranteed to be completely impartial.
If you need experts in financial planning, simply contact our team today.
Call 01792 477763 today or contact us and we'll arrange an initial meeting at no cost, to discuss your circumstances and explain how we can help you.
Chris Davies
Chartered Financial AdviserPhil Johnson
Independent Financial AdviserKevin Jones
Independent Financial AdviserRobin Burden
Chartered Financial Planner£330M
Under Management
98%
Client Satisfaction
Happy Clients
Active Plans
Built on the experience, knowledge and dedication of our team, Estate Capital are trusted by 927 loyal clients, a client retention rate of 98.7% and more than £330 million of assets overseen by our team, our clients have peace-of-mind that their finances are in safe hands.
About Estate Capital
Financial Services
Our Contacts
7 Uplands Crescent,
Swansea, South Wales,
SA2 0PA.
Tel: 01792 477763