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.

Joseph

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.

John