Estate Capital Financial Management Ltd

Independent Financial Adviser  7 Uplands Crescent, West Glamorgan, Swansea, SA2 0PA
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FCA authorised
Last authorised 20th September 2021
Make better informed financial decisions. We'll take the time to understand your circumstances before providing advice that's relevant to you.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group risk
Meet our advisers
MR Phil Johnson PFS
Pensions Director
MS Kevin Jones
Marketing Consultant
MR Christopher Davies APFS
Investment Director
About us

Welcome to Estate Capital Financial Management, led by chartered financial planners and supported by a team of independent financial advisers , market analysts, researchers, investment managers and technical administrators – Estate Capital is structured to provide the most relevant financial advice to a broad range of private and corporate clients.

We work with a diverse range of private clients; from individuals seeking reassurance that they’re financially prepared for their future, to high net worth clients seeking to maximise the returns of each of their investments. All of our clients benefit from a clear understanding of the options available, regular reviews with our advisers and the on-going support from our entire team – our purpose is to help you achieve your financial objectives.

Our chartered financial planners and independent financial advisers make the time to truly understand our clients’ circumstances, and we take great pride in the relevance of the advice that we provide.

With a client retention rate of 99.4% and more than £160 million worth of assets overseen by our team – our clients have peace-of-mind that their finances are in safe hands.

Estate Capital now provides financial advice to 19 of West Wales 100 largest companies.

Our services

We consistently build personal, lifelong relationships through the delivery of first class, in depth, highly qualified advice; a strategy that continues to mark us out from other independent financial advisers.

Our financial service is personal, professional, knowledgeable and trustworthy with a focus on helping you understand your current financial arrangements.

Only through thorough assessment and understanding your requirements, can we construct a financial solution that is ideally suited to you.

Our analysis and research is quite unique in financial advice practices and our portfolios have enjoyed an enviable performance track record compared to national benchmarks.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

7 Uplands Crescent, Uplands, West Glamorgan, Swansea, SA2 0PA

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