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 us on 01792 477763
About Estate Capital
We want every client to consider Estate Capital to be their very own personal and trusted adviser.
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Independent Advice you can trust.
We look after the life savings of many hundreds of people, who rely upon our knowledge, research and expertise to better their future. We take this responsibility very seriously and have built, over several decades, a reputation of trust, understanding and beneficial guidance.
Our detailed research, bespoke advice and year-round support is focused on delivering a first-class personal financial planning service.
Chartered Financial Planners
This level of professional attainment requires significant study and application. Clients can be reassured by the on-going professional development, knowledge and code of ethics that stands behind being a CII Chartered Financial Planner.
We provide Independent Financial Advice
It is wholly consistent for a Chartered Financial Adviser to also hold the status of being an Independent Financial Adviser. We are committed to providing professional unbiased advice and therefore remain completely independent from any bank, building society, insurance company or investment manager.
Sound knowledge
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.
An Introduction to Estate Capital
Our company brochure that covers our status and qualifications, areas of financial advice, services and investment management.
Introduction to Estate Capital
We update our knowledge
Professional knowledge is often demonstrated through academic success. Within the Estate Capital team, we have one Professor of Finance, one Master's Degree in Financial Forecasting, one CFA UK Investment Management Certificate, five Bachelor of Science or Arts graduates, one CII Chartered Financial Planner and five CII Diploma's in Financial Planning. We advance this knowledge through Continuing Professional Development (CPD) to keep us up to date and informed.
FT Adviser Top 100 Financial Adviser firm 2023
In 2018, we were delighted that Estate Capital made the FT Adviser Top 100 Financial Advisers list. We are again delighted to confirm we have made it into the 2023 FT Adviser Top 100 Financial Advisers list.
This list sets out to showcase some of the best financial advisers in the UK. The list is, as expected dominated by large national corporations including stockbrokers, wealth management divisions of banks and insurance companies. Estate Capital making the list is quite an achievement.
The list takes into consideration investment strategies, new business trends, range of services, client satisfaction and how qualified the advisers are.
Our financial advisers have a wealth of experience helping clients with their financial planning. We can help you build and benefit from financial security. We believe it’s important that you to have confidence in your financial arrangements and the peace-of-mind to enjoy life to the full.
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