Financial Advisers (Independent) in Swansea
7 Uplands Crescent
Monday to Friday: 8am - 5pm
Saturday to Sunday: Closed
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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Estate Capital Wealth Management provide co-ordinated advice on deposits, investments, insurance, pensions, taxation and estate planning, to ensure that you're getting the very best returns from all of your investments.
We take care to understand your financial position and income requirements. Only through thorough assessment and understanding your requirements, can we construct an investment solution that is ideally suited to you.
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.
Testimonials are added by the business owner and are not independently verified.