Meet the Team

Chris is a Chartered Independent Financial Adviser and leads the investment team. Responsible for the financial planning advice to our private and corporate clients.

Phil is an independent financial adviser and leads the pension’s team. Responsible for the financial planning advice to our private and corporate clients.

Kevin is an independent financial adviser and is responsible for the financial planning advice to our private and corporate clients.

Robin is an experienced Chartered Financial Adviser. He has in the past worked for several Financial Services firms primarily as a Financial Adviser in Swansea.

As Operations Manager, Liam is responsible for overseeing all areas of the business, making sure they are running smoothly, and most importantly, the maintenance of our client service delivery.

Simon has worked in Financial Services for 30 years, and is a Member of the Personal Finance Society by Diploma.

Tanya is a member of our Paraplanning team. She is responsible for the paraplanning for our Director, Chris Davies.

Gareth assists the Financial Advisers in conducting product research, preparing reports, pension and investment transfer assessments as well as submitting new business applications.

Mandy has a background in accountancy and IT so in addition to her finance and administrative responsibilities. Mandy manages and maintains the Estate Capital IT systems, our website and our blog page.

Sam is a friendly, outgoing and ambitious member of our client services team.

Claire has recently joined Estate Capital as a member of our Client Services Team.

Sam is a member of our client services team and joined after completing an internship at Swedish bank Handelsbanken.

Belinda is responsible for our Reception, she also maintains and updates our client records and data. Belinda takes responsibility for our marketing and press advertising.

Debbie is jointly responsible for our reception area and also maintains and updates our client records and data. She also takes responsibility for the client service diary, as well as establishing and developing both client and business relationships.