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.
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.
We work with a diverse range of private clients; from individuals seeking reassurance that they’re financially prepared for their future, to high net worth clients seeking to maximise the returns of each of their investments.
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.
Make better-informed financial decisions that are right for you
Find Out MoreHave confidence in your pension and peace-of-mind to enjoy life now
Find Out MoreHelp your children inherit more and give them the best future possible
Find Out MoreWe are chartered, established and client focused. We are well qualified and conduct all research in house rather than rely on third parties. This approach gives us knowledge and understanding.
Our advice is relevant, considered and reviewed. It is important that your attitude to risk and tolerance of loss are regularly assessed to ensure that they remain aligned with your objectives.
Trust and integrity are at the heart of what we do. Without these fundamental ingredients, no business can flourish. We put our clients’ interests at the forefront of our considerations at all times.
Financial planning is not a one-off event, it is lifelong. We therefore provide a highly valued, regular and on-going face to face advice and management service to our clients.
Estate Capital has entered the FT Adviser Top 100 Financial Advisers list for both 2018 and 2023. This list sets out to showcase some of the best financial advisers in the UK.
A risk rated portfolio of equity and bond index tracking funds focused on capital growth at very low cost.
Find Out MoreA risk rated portfolio of passive and active funds focused upon capital growth at low cost.
Find Out MoreA risk rated portfolio designed to grow and protect asset values by smoothing long-term returns.
Find Out MoreChris Davies and Robin Burden are both qualified as a Chartered Insurance Institute (CII) Chartered Financial Planners. This is the gold standard of financial advice qualification. Still today less than 10% of all professional financial Advisers in Wales hold this level of qualification. Estate Capital has two. We have four other members of our current staff working towards this qualification.
We are committed to providing professional unbiased advice and therefore remain completely independent from any bank, building society, insurance company, investment company or fund manager. Our sister company Crossing Point Investment Managers is also independent from any bank, building society, insurance company, investment company or fund manager.
Estate Capital has achieved the Cyber Essentials Accreditation. Guarding against the most common cyber threats and demonstrating our commitment to cyber security.
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.
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.
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.
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