Investment Advice you can trust.

I’ve been a client of Estate Capital for a number of years and can honestly say they have been a pleasure to work with. Chris and his team have worked tirelessly to strive for my financial goals. With regards to my investments, ISAs, pensions, savings etc, there are dedicated members of the team that specialise in each area, and I have a periodical 6 monthly review of all my investments which falls in line with my aptitude to risk assessment. All in all, I'm very happy.

We were first drawn to Estate Capital in late 2017 by their excellent website and were further impressed when we met the team in person. Estate Capital have been managing our pension funds in their portfolio system, which have continued to outperform the industry benchmarks. They offer a very personal service and we would highly recommend them if you have money to invest or a private pension that needs overseeing.

“I can highly recommend Estate Capital as a financial investment advising company. I have used Chris and team for the last 15 years and I have had nothing but positive results from their advice. They work hard to make sure your money is working hard and being placed in the right markets to ensure continuous financial growth on your investments, which is reassuring and essential during the tumultuous market we see ourselves in today!

Everything you could want for financial peace of mind. Through good times and bad: from the 2008 crash to the recent EU referendum, through successive governments and economic climates, Chris and his team have protected my funds and produced growth in their value that reflects a canny and pragmatic approach to investment and a deep understanding of financial risk and sustainable growth. Life has inevitably changed in the 11+ years of my relationship with Estate Capital, but they have the flexibility and listening skills to change my investment profile with it - and a personal service which is second to none. Put simply, Estate Capital are the best in Wales.

My wife and I were introduced to Estate Capital 16 years ago when I received a small legacy. Since then we have always dealt personally with Chris. Acting on his advice our investments have consistently performed significantly above the industry norm. Chris also gave my wife guidance on her retirement planning. We’ve no doubt that Chris and his team have considerable knowledge of the investment market. Knowledge which has allowed him to give early advice of market fluctuations, allowing us to adjust our investments. Although we are undoubtedly at the smaller end of Estate Capital’s clients, the small friendly team are always available for help and advice. We are proud to be associated with the only FT Top 100 Financial Company in Wales.