Resource Library
Our resource library may help you with any financial issues you may have.
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Financial and Investment Resource Library
Introduction to Estate Capital
Our company brochure that covers our status and qualifications, areas of financial advice, services and investment management.
Investment Portfolio Outlook
Our latest global markets investment outlook and performance report.
Investment Outlook Brochure
Investment Portfolios Overview
Understand some of the rationale behind our investment selections. We pride ourselves on the level of research we undertake when selecting investments for the Estate Capital Portfolios.
Investment Overview Brochure
A Guide to Investment Management
Maximise your returns with a level of risk you’re entirely comfortable with.
Guide to Investment Management
A Guide to Retirement Planning
Make better informed pension decisions that are right for you.
Guide to Retirement Planning
A Guide to Retirement Income
Maximise your returns and have confidence that your retirement portfolio will deliver a reliable income.
Guide to Retirement Income
A Guide to Estate Planning
Help your children inherit more and give them the best future possible.
Guide to Estate Planning
A Guide to Family & Business Protection
Ensure your financial security for when you might need it most.
Guide to Family & Business Protection
A Guide to Personal Financial Portal
Your Personal Finance Portal provides you with a clear overview of your finances and the ability to manage and track them in one place.
Guide to Personal Financial Portal
Cautious Portfolio
The Cautious portfolio is a blended growth strategy holding equal passive and actively managed funds. It is aimed at medium to longer term investors, who seek a relatively cautious investment that has the genuine prospect of capital growth at a competitive cost.
Cautious Portfolio
Conservative Portfolio
The Conservative portfolio is a blended growth strategy holding equal passive and actively managed funds. It is aimed at medium to longer term investors, who seek above average capital growth from a cautious to balanced risk portfolio at a competitive cost.
Conservative Portfolio
Balanced Portfolio
The Balanced Portfolio is a blended growth strategy holding equal passive and actively managed funds. It is aimed at medium to longer term investors, who seek above average capital growth from a balanced risk portfolio at a competitive cost.
Balanced Portfolio
Strategic Portfolio
The Strategic Portfolio is a blended growth strategy holding equal passive and actively managed funds. It is aimed at medium to longer term investors, who seek above average capital growth from a balanced to speculative portfolio of mainly equity investments at a competitive cost.
Strategic Portfolio
Speculative Portfolio
The Speculative Portfolio is a blended growth strategy holding equal passive and actively managed funds. It is aimed at medium to longer term investors, who seek above average capital growth from a speculative portfolio of mainly global equity investments at a competitive cost.
Speculative Portfolio
Financial Planning Questionnaire
Our principle “Know your Client” document that we complete with you.
Financial Planning
Attitude to Risk Questionnaire
This questionnaire helps us assess your capacity for loss and your attitude to risk.
Attitude to Risk
Portfolio Investment Selection Questionnaire
This questionnaire helps us select the most relevant investments for you.
Portfolio Investment Selection
Expenditure Analysis
Our easy to use summary sheet to understand your outgoings and expenditure.
Expenditure Analysis
Private Client Agreement
Our terms and conditions for engaging private clients.
Private Client Agreement
Corporate Client Agreement
Our terms and conditions for engaging corporate clients.
Corporate Client Agreement
Complaints Procedure
All Financial Conduct Authority(FCA) authorised firms have a complaints handling procedure. Here is ours.
Complaints Procedure
Letter of Authority
A letter of authority gives us access to investment and policy information held on your behalf.
Letter of Authority
Privacy Policy
Your data will be used for the sole purpose of providing financial advice, administration and management.
Privacy PolicyAbout Estate Capital
Financial Services
Our Contacts
7 Uplands Crescent,
Swansea, South Wales,
SA2 0PA.
Tel: 01792 477763