Estate Capital

read moreBy aligning your current circumstances to your objectives, our financial advisers will work with you to create a long-term plan that can give you the financial freedom to enjoy life to the full. 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.

read moreWe look after the life savings of many hundreds of people, who rely upon our knowledge, research and expertise to better their future. We take this responsibility very seriously and have built, over several decades, a reputation of trust, understanding and beneficial guidance. Our detailed research, bespoke advice and year-round support is focused on delivering a first-class personal financial planning service. The kite mark of professional competence is the respected status of a Chartered Insurance Institute (CII) Chartered Financial Planner.

read moreMandy has a background in accountancy and IT so in addition to her finance and administrative responsibilities. Mandy manages and maintains the Estate Capital IT systems, our website and our blog page. Jon joined the team in October 2019 working as an administrator. He has previously worked for over 10 years in a financial services network working his way through various roles starting in the commissions department and working his way up to being an account manager for their client management system.

read moreOur purpose is to help you achieve your lifestyle and financial objectives. Working together, we'll develop a long-term financial plan that is right for you - giving you financial independence and the reassurance of financial security. Before making recommendations we take the time to fully understand you, you're current financial position, your objectives, expectations and responsibilities. We explain why our financial advice is relevant for you personally. Our initial meeting is offered without cost or obligation as we are yet to know how we can help.

read moreLooking for a Chartered Financial Planner for expert assistance and support? With the chances of a no deal Brexit growing every day, many people are worried about protecting their assets in the wak. When seeking financial advice, it's best to choose a Financial Planner who is approved by the Chartered Insurance Institute (CII): this means they will have achieved the highest level of profession. Could you benefit from your own personal Financial Adviser? Are you seeking unbiased independent advice in the UK?

read moreInheritance tax is perhaps the most disliked of all taxes. People having worked hard and paid income tax and capital gains taxes throughout their lives are then subject to perhaps the heaviest tax of all, upon their death. No wonder clients wish to reduce or even avoid paying 'death duties'. Inheritance tax is considered a voluntary tax, because with the right planning the tax can certainly be reduced and even avoided. Inheritance Tax is often a complicated subject that can leave family members and loved ones paying significantly more in tax than necessary.