Estate Capital

Estate Capital Financial Management provides financial planning services to assist clients in achieving their financial objectives. They offer advice to a diverse range of private clients, including individuals and high net worth individuals.
  • Pension Advice
  • Estate Planning
  • Wealth Management
  • Financial Planning
  • Investment Portfolios
  • Family Protection Insurance
  • Business Protection Assurance

Size
Small
Phone
N/A
Email
N/A
Locations
7 Uplands Cres, SA2 0PA
01792477763
Digital Popularity
Popularity over time
Social Media
Competitors
SIP Wealth Management
SIP Wealth Management is a specialist practice of Independent Financial Advisers with over 50 years of experience in developing Self Invested Pension and Investment Portfolios.
Barclays Wealth Management
Barclays Wealth Management offers a personal and proactive approach to managing your wealth, creating unique solutions tailored to your ambitions.
Delio
Delio is a technology company that provides white-label platforms and investment vehicles to financial firms, enabling them to distribute, report, and structure alternative investments.
Company Details
Estate Capital is operated by Estate Capital Financial Management Limited and is a Active company incorporated on 6 March 2003 with the registered office located in Swansea, West Glamorgan. Estate Capital Financial Management Limited was registered 22 years ago.

Status
Active
Size
Small
Directors
1
Age
22 years old
Employees
13
Turnover
Unreported
Total Assets
£1.96M
Cash in Bank
£1.84M
Total Liabilities
-£327.39K

Director • Independent Financial Advisor • Welsh • Lives in UK • Born in Sep 1961
Estate Capital Investment Management Limited
PSC
Teams
All
11
Finance
6
Consulting
6
Customer Service
3
Management
2
Other
1
Operations Manager • Joined Mar 2010
Managing Director • Joined Jan 2003
Administrator / Receptionist • Joined Jan 2020
Client Services Administrator • Joined Sep 2021
Chartered Financial Planner • Joined Apr 2002
Financial Adviser • Joined May 2015
Chartered Financial Planner • Joined Apr 2022
* • Joined Jun 2024
Paraplanner • Joined Feb 2023
Paraplanner • Joined May 2024
Chartered Financial Planner • Joined Apr 2002
Financial Adviser • Joined May 2015
Chartered Financial Planner • Joined Apr 2022
Paraplanner • Joined Feb 2023
Paraplanner • Joined May 2024
Paraplanner • Joined May 2023
Administrator / Receptionist • Joined Jan 2020
Client Services Administrator • Joined Sep 2021
Financial Adviser • Joined May 2015
Operations Manager • Joined Mar 2010
Managing Director • Joined Jan 2003
Chartered Financial Planner • Joined Apr 2002
Financial Adviser • Joined May 2015
Chartered Financial Planner • Joined Apr 2022
Paraplanner • Joined Feb 2023
Paraplanner • Joined May 2024
Paraplanner • Joined May 2023
* • Joined Jun 2024
View 11 members