Financial Advisers (Independent) in Swansea
7 Uplands Crescent
Led by chartered financial advisers and supported by a team of 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 our clients achieve their financial objectives.
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When I decided that it was time to take early retirement, I knew what I wanted from my pension fund and where it had to take me in the future. I needed to take advise on how to achieve this under the new pension regulations and was fortunate to be directed to Estate Capital. Phil helped me enormously by giving clear and professional advice on what was best for me and how to achieve what I wanted from my pension in the years to come. That was three years ago and over that time I have been impressed with the commitment and professionalism Phil and the team have given.
I was first introduced to Estate Capital in July 2017 by my accountant. I was approaching retirement age and had a number of odd pensions which I wanted to consolidate with my main pension. I wanted to maximise my tax-free benefit and invest the balance into a plan which was accessible whilst continuing to grow. Chris spent time reviewing my financial position and assets and my future plans for my family. We met a month or so later with a list of options available to me, we examined the pros and cons of each before deciding which plan to take on.
Everything you could want for financial peace of mind. Through good times and bad: from the 2008 crash to the recent EU referendum, through successive governments and economic climates, Chris and his team have protected my funds and produced growth in their value that reflects a canny and pragmatic approach to investment and a deep understanding of financial risk and sustainable growth. Life has inevitably changed in the 11+ years of my relationship with Estate Capital, but they have the flexibility and listening skills to change my investment profile with it - and a personal service which is second to none. Put simply, Estate Capital are the best in Wales.
After my husband passed away, I was left with the burden of unravelling an investment portfolio. I approached Chris of Estate Capital and for the past six years he and his team have guided and advised me, and I am more than happy with the benefits of their expertise. It is therefore easy to see why Estate Capital enjoy their privileged position within the FT Adviser Top 100 adviser firms in the UK.
Estate Capital carried out my final salary pension transfer. There was a clear fee structure which was very competitive, and I was happy with the communications. When I attend the Estate Capital office in Uplands the team are always very polite and welcoming. The advice given to me has been fair, well explained with good supporting reasons. I would recommend estate capital to family and friends.
I engaged the services of Estate Capital to manage my pension fund. Chris consolidated the fund into an easily accessible platform, advising me to retain the one pension which gave an enhanced return. I am now clear on my financial situation, and can plan for my retirement. I am kept well informed about the state of the markets, and the action Estate Capital are taking to manage the risks. I am very happy with the service they provide.
I can highly recommend Estate Capital as a financial investment advising company. I have used Chris and team for the last 15 years and I have had nothing but positive results from their advice. They work hard to make sure your money is working hard and being placed in the right markets to ensure continuous financial growth on your investments, which is reassuring and essential during the tumultuous market we see ourselves in today!
Estate Capital provides clear, detailed advice which is always given on a one-to-one basis. I can follow the market movements and account details via the excellent Nucleus website and the Estate Capital blogs. The investment portfolios are clearly the result of very detailed research.
I have been very impressed by the professional and impartial advice provided to me by Estate Capital. The company has been very supportive in helping me to understand the complex world of pension investment options, and recognises the risks and security aspects of my individual needs. I feel very comfortable in the knowledge that the service I am receiving is both reliable and very fit for purpose.
I've been a client of Estate Capital for a number of years and can honestly say they have been a pleasure to work with. Chris and his team have worked tirelessly to strive for my financial goals. With regards to my investments, ISAs, pensions, savings etc, there are dedicated members of the team that specialise in each area, and I have a periodical 6 monthly review of all my investments which falls in line with my aptitude to risk assessment. All in all, I'm very happy.
My wife and I were introduced to Estate Capital 16 years ago when I received a small legacy. Since then we have always dealt personally with Chris. Acting on his advice our investments have consistently performed significantly above the industry norm. Chris also gave my wife guidance on her retirement planning. We’ve no doubt that Chris and his team have considerable knowledge of the investment market. Knowledge which has allowed him to give early advice of market fluctuations, allowing us to adjust our investments. Although we are undoubtedly at the smaller end of Estate Capital’s clients, the small friendly team are always available for help and advice. We are proud to be associated with the only FT Top 100 Financial Company in Wales.
The thought of consulting a financial adviser never occurred to me until my husband arranged a meeting for us both with Estate Capital. However, our first conversation with Chris was a revelation. In clear, easily understood terms, he showed why financial advice is vital for everyone – especially if you have little knowledge or interest in the subject. Now, several years later, I’m still very happy to take and benefit from his advice. I thoroughly and without hesitation recommend their services.
My wife’s pension pot was badly damaged by the equitable debate in the 1990s. She was in urgent need of a financial adviser she could trust. Fortunately, Chris of Estate Capital was recommended. Since then Chris has advised on her pensions as well as my and her savings. He reports to us regularly on asset management, retirement planning, risk management and inheritance tax planning. He has also given good advice on the payment of care home fees for my mother. Dealing with Estate Capital is very easy and his back up staff are excellent. If you are concerned about your financial health – give Chris a ring.
Tony and Paula
We were first drawn to Estate Capital in late 2017 by their excellent website and were further impressed when we met the team in person. Estate Capital have been managing our pension funds in their portfolio system, which have continued to outperform the industry benchmarks. They offer a very personal service and we would highly recommend them if you have money to invest or a private pension that needs overseeing.
Mark and Clare
As a client since 2003, I have always received sound, impartial and professional advice delivered in a friendly and personal manner. Also pleasing to note that assets under management have grown to an impressive £200+ million which indicates the confidence that others have in investing via Estate Capital. I am also reassured that staff are attaining appropriate professional qualifications in order to meet the demands of a highly regulated financial service sector.
We've been Estate Capital customers since 2015 when we needed savings and investment advice. With little previous experience in this field, it was very important for us to be confident in obtaining expert and trustworthy advisers. Close friends recommended Estate Capital to us on the basis of the first-class support and sage advice they had been given. They provide a very personal, transparent and accessible service, sensitive to investors risk appetite, based on market intelligence which is of the highest order and with competitive service charges.
Mike and Pat
Testimonials are added by the business owner and are not independently verified.
Monday to Friday: 8am - 5pm
Saturday to Sunday: Closed
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. Our financial advisers have a wealth of experience helping clients with their financial planning. We can help you build and benefit from financial security. We believe it's important that you to have confidence in your financial arrangements and the peace-of-mind to enjoy life to the full.