Make better-informed financial decisions that are right for you.

At Estate Capital Financial Management we focus our advice on creating bespoke financial planning that helps you fulfil your objectives, expectations and responsibilities.

  • Initial consulation free of charge or obligation
  • Clear and transparent advice process
  • Make better-informed financial decisions
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It's all about trust

Built on the experience, knowledge and dedication of our team, Estate Capital are trusted by 927 loyal clients, a client retention rate of 97.8% and more than £330 million of assets overseen by our team, our clients have peace-of-mind that their finances are in safe hands.

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  • £330m+

    Under Management

  • 98%

    Client Satisfaction

  • 927

    Happy Clients

  • 6640

    Active Plans

FT Adviser Top 50 boutique firm 2025

Estate Capital entered the FT Adviser Top 50 Boutique Financial Advisers list in 2025.

Top 100 Firm 2023
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Estate Capital entered the FT Adviser Top 100 Financial Advisers list in 2023. This list sets out to showcase some of the best financial advisers in the UK.

Top 100 Firm 2018
pension transfer

Estate Capital entered the FT Adviser Top 100 Financial Advisers list in 2018. This list sets out to showcase some of the best financial advisers in the UK.

Clear Financial Advice

Make better-informed financial decisions that are right for you.

By aligning your current circumstances to your objectives, our financial advisers will work with you to create a long-term plan that can give you the financial freedom to enjoy life to the full.

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Helpful Pension Advice

Have confidence in your pension and peace-of-mind to enjoy life now.

Retirement should be a time to enjoy, to travel and explore, as well as connecting with friends and family. The success of a comfortable and rewarding retirement comes from your savings and investment choices made over many years. We can assure that you are financially prepared for your future.

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Wise Investment Advice

Make better-informed investment decisions that work for you.

All of our clients benefit from a clear understanding of the options available, regular reviews with our advisers and the on-going support from our entire team - our purpose is to help you achieve your financial objectives.

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Speak to one of our Financial Experts and Maximize your Investments.

Phone us

Reach us on 01792 477763

Email us

Reach us at mail@estatecapital.co.uk

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