Meet the Team
Led by Chartered Financial Advisers – supported by a team of market analysts, researchers, investment managers and technical administrators.
![Meet the Team](/assets/img/slider/horse-dark.png)
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![Chris Davies](/assets/img/team/chris-davies.jpg)
Chris Davies
Chartered Financial Adviser View ProfileChris Davies
Chartered Financial Adviser / Investment DirectorChris is a Chartered Independent Financial Adviser and leads the investment team. Responsible for the financial planning advice to our private and corporate clients.
![Phil Johnson](/assets/img/team/phil-johnson.jpg)
Phil Johnson
Independent Financial Adviser View ProfilePhil Johnson
Independent Financial Adviser / Pensions DirectorPhil is an independent financial adviser and leads the pension’s team. Responsible for the financial planning advice to our private and corporate clients.
![Kevin Jones](/assets/img/team/kevin-jones.jpg)
Kevin Jones
Independent Financial Adviser View ProfileKevin Jones
Independent Financial AdviserKevin is an independent financial adviser and is responsible for the financial planning advice to our private and corporate clients.
![Robin Burden](/assets/img/team/robin-burden.jpg)
Robin Burden
Chartered Financial Planner View ProfileRobin Burden
Chartered Financial PlannerRobin is an experienced Chartered Financial Adviser. He has in the past worked for several Financial Services firms primarily as a Financial Adviser in Swansea.
![Liam Connor](/assets/img/team/liam-connor.jpg)
Liam Connor
Operations Manager View ProfileLiam Connor
Operations ManagerAs 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.
![Kate White](/assets/img/team/kate-white.jpg)
Kate White
Paraplanner Manager View ProfileKate White
Paraplanner ManagerKate is a specialist in occupational pension scheme transfers. She takes responsibility for the research and reports that justify and support our advice in this specialist area.
![Tanya Richards](/assets/img/team/tanya-richards.jpg)
Tanya Richards
Paraplanner View ProfileTanya Richards
ParaplannerTanya is a member of our Paraplanning team. She is responsible for the paraplanning for our Director, Chris Davies.
![Samuel Dennis](/assets/img/team/samuel-dennis.jpg)
Samuel Dennis
Paraplanner View ProfileSamuel Dennis
ParaplannerSam is a friendly, outgoing and ambitious member of our client services team.
![Mandy Armstrong](/assets/img/team/mandy-armstrong.jpg)
Mandy Armstrong
Finance Administrator / IT Manager View ProfileMandy Armstrong
Finance Administrator / IT ManagerMandy 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.
![Claire Jarrett](/assets/img/team/claire-jarrett.jpg)
Claire Jarrett
Client Services Administrator View ProfileClaire Jarrett
Client Services AdministratorClaire has recently joined Estate Capital as a member of our Client Services Team.
![Sam Hyde](/assets/img/team/sam-hyde.jpg)
Sam Hyde
Client Services Administrator View ProfileSam Hyde
Client Services AdministratorSam is a member of our client services team and joined after completing an internship at Swedish bank Handelsbanken.
![Belinda Beynon](/assets/img/team/belinda-beynon.jpg)
Belinda Beynon
Administrator, Receptionist View ProfileBelinda Beynon
Administrator, ReceptionistBelinda is responsible for our Reception, she also maintains and updates our client records and data. Belinda takes responsibility for our marketing and press advertising.
![Francesca Jones](/assets/img/team/debbie-lewis.jpg)
Debbie Lewis
Administrator, Receptionist View ProfileDebbie Lewis
Administrator, ReceptionistDebbie 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.
Call 01792 477763 today or contact us and we'll arrange an initial meeting at no cost, to discuss your circumstances and explain how we can help you.
About Estate Capital
Financial Services
Our Contacts
7 Uplands Crescent,
Swansea, South Wales,
SA2 0PA.
Tel: 01792 477763