Estate Capital Financial Management Ltd

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.