Estate Capital

At Estate Capital Financial Management, we are dedicated to providing bespoke financial planning solutions to our discerning clients. With a focus on creating tailored plans that align with our clients' objectives, expectations, and responsibilities, we strive to deliver exceptional service and guidance to help our clients achieve financial freedom.

Our Philosophy

Our philosophy is built around the core values of client focus, relevant advice, trust, and integrity. We believe that financial planning is a lifelong process, and our team of experienced and qualified financial advisers work closely with our clients to provide ongoing support and guidance every step of the way. We take the time to understand our clients' unique circumstances, goals, and aspirations, and develop personalized plans that address their individual needs.

Our Services

Our comprehensive range of services includes Wealth Management, Financial Planning, Investment Portfolios, and Estate Planning. Our Wealth Management services are designed to help our clients build and grow their wealth, while our Financial Planning services provide clear and transparent guidance on making informed financial decisions. Our Investment Portfolios are carefully crafted to deliver consistent returns, and our Estate Planning services help our clients protect and preserve their legacy for future generations.

Meet the Team

Our team of Chartered Financial Planners, led by Chris Davies and Robin Burden, are dedicated to providing exceptional service and guidance to our clients. With years of experience and a deep understanding of the financial markets, our team is well-equipped to handle even the most complex financial situations. We are proud to have been recognized as one of the top financial advisers in the UK, and our team is committed to delivering the highest level of service and expertise to our clients.

Our History

Established with a focus on providing bespoke financial planning solutions, Estate Capital Financial Management has grown to become a trusted and respected name in the financial services industry. With a commitment to delivering exceptional service and guidance, we have earned a reputation for excellence and have been recognized as one of the top financial advisers in the UK.