Led by chartered financial planners and supported by a team of 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.
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.
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.
Our Locations:
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Main Office - 7 Uplands Crescent, Swansea, SA2 0PA
01792 477763
Business Name
Estate Capital Financial Management
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