Estate Capital Financial Management

Financial Advisor in Swansea, Swansea · More financial advisors in Swansea SA2 0PA

Get a quote Call 01792 477763

About the Business

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.

Services covered

Investment Advice Retirement Planning Tax Planning Wealth Management Estate Planning Insurance Advice Mortgage Advice Debt Management Corporate Financial Planning Savings Plans

Business Services

Estate Planning & Inheritance Tax

Inheritance tax is perhaps the most disliked of all taxes. Our financial advisers will explain how to help your children inherit more and give them the best future possible.

Pension Transfer Advice

Our financial advisers have a wealth of experience of helping clients properly plan for retirement and will be happy to guide you through the transfer of pension benefits.

Pension Advice & Retirement Planning

Our financial advisers have a wealth of experience of helping clients properly plan for retirement and will be happy to guide you through the number of pension savings options available.

Independent Financial Advice

Our 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.

Wealth Management

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.