Straightforward advice
Martin Rees
What really helped was having Phil explain things to me in great detail, without the jargon, which enabled me to make an informed decision. He made everything seem straightforward.
Call us on 01792 477763
What our clients say
We recently invited a few of our clients to share their own experiences of working with us so that you can see how our advice works in practice.
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Straightforward advice
Someone you can trust
Elizabeth Roberts
It’s Chris’s personal approach that makes all the difference to me, it makes such a difference having someone you can trust. When my husband died, I was very fragile, and Chris understood that.
The personal touch
Tony and Paula Williams
Chris has the personal touch - he’s very approachable, down-to-earth and you don’t feel intimidated, if we’ve got a question, he’s always at the end of the phone.
Specialist support
Anthony Rotondo
If I’ve got a problem with my heating I get a plumber in – it’s the same with financial advice; you need a specialist who can look after it for you.
A feeling of control
James Thompson
Chris never pushes you in any particular direction. You end up making the decisions yourself, but doing it based on real numbers for each option.
Sound knowledge
Paul McAdam
They’re streets ahead of any of the other financial advisers I’ve worked with in the past. What reassures me about them most is their knowledge.
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 Adviser View ProfileChris Davies
Chartered Financial Adviser
Phil Johnson
Independent Financial Adviser View ProfilePhil Johnson
Independent Financial Adviser
Kevin Jones
Independent Financial Adviser View ProfileKevin Jones
Independent Financial Adviser
Robin Burden
Chartered Financial Planner View ProfileRobin Burden
Chartered Financial Planner£330M
Under Management
98%
Client Satisfaction
927
Happy Clients
6640
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