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chartered & independent financial advisers | estate capital swansea 01792 477 763 toggle navigation financial advice financial advice investment advice pension advice retirement planning pension transfer advice estate planning and inheritance tax family protection and insurance funding a good education wealth management wealth management investment outlook investment management trustee responsibility exchange traded funds discretionary management investment portfolios investment portfolios defensive cautious conservative income conservative alpha balanced beta balanced income balanced alpha speculative beta speculative alpha company company meet the team service & fees resource library finance glossary media library archive library blog contact us make better-informed financial decisions that are right for you. find out more co-ordinate your investments, grow capital and increase your income. find out more make better-informed investment decisions that work for you. find out more have confidence in your pension and peace-of-mind to enjoy life now. find out more learn why our portfolios consistently outperform industry benchmarks. find out more welcome to estate capital, independent chartered financial planners led by chartered financial planners and supported by a team of independent 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. 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 98.7% and more than £200 million worth of assets overseen by our team – our clients have peace-of-mind that their finances are in safe hands. financial advice make better-informed financial decisions that are right for you. find out more investment portfolios learn why our portfolios consistently outperform industry benchmarks. find out more estate planning help your children inherit more and give them the best future possible. find out more pension advice have confidence in your pension and peace-of-mind to enjoy life now. find out more why choose estate capital financial management? we are chartered financial planners the kite mark of professional competence is the respected status of a chartered insurance institute (cii) chartered financial planner. this level of professional attainment requires significant study and application. clients can be reassured by the on-going professional development, knowledge and code of ethics that stands behind being a cii chartered financial planner. we provide independent financial advice it is wholly consistent for a chartered financial advisers to also hold the status of being an independent financial adviser. we are committed to providing professional unbiased advice and therefore remain completely independent from any bank, building society, insurance company or investment manager. continuing professional development (cpd) professional knowledge is often demonstrated through academic success. within the estate capital team we have one professor of finance, one master's degree in financial forecasting, six batchelor of science or arts graduates, one cii chartered financial planner and three cii diploma's in financial planning. we advance this knowledge through continuing professional development (cpd) to keep us up to date and informed. chris davies chartered financial adviser phil johnson independent financial adviser need financial advice if you would like to discuss any financial issues, we would be pleased to answer any questions you may have. contact us today financial news & investment views from our blog | view more collecively our eight portfolios outperformed their respective national benchmarks on 47 out of 50 occasions. this edition of the investment portfolios has been one of the most demanding with so many factors at play at one time. we have taken into consideration global inflation, interest rate rises, us tax incentives and government spending, brexit, trade wars between the us and china, corporate earnings, oil prices and late cycle nerves. our overall view is that equity assets have the ability to continue to offer growth to investors but the levels of growth are likely to decline as global growth slows. read more an optimistic outlook can be held if inflation in the us is well behaved. 2017 was a year of exceptional equity returns for investors as global growth was synchronised across developed and emerging economies. the combination of both low inflation and low interest rates h... read more we may be heading for a combination of inflation and slowing growth. the usa is further down the path to normalised economics than any other developed country. the labour market is tight with only 3.9% of the eligible workforce unemployed, wage growth is improving, ... read more the world has started to slow. there is some evidence of the world economy slowing in part due to a reduction in global money supply.europe is starting to feel the effects of the european central bank (ecb) reducing its quantita... read more contact us estate capital financial management, 7 uplands crescent, swansea, south wales, sa2 0pa mon - fri : 8.00 am to 5.00 pm 01792 477 763 financial services financial advice investment advice pension advice estate planning wealth management investment portfolios resource library resources to help with any investment or financial issues you may have. view library → finance glossary this section includes a summary of common finance terms and their definitions. view glossary → © estate capital 2014 - 2018. registered in wales no. 4688919. authorised and regulated by the financial conduct authority. privacy policy

URL analysis for estatecapital.co.uk

https://www.estatecapital.co.uk///blog
https://www.estatecapital.co.uk///financial-advice
https://www.estatecapital.co.uk///glossary
https://www.estatecapital.co.uk///investment-advice
https://www.estatecapital.co.uk///media-library
https://www.estatecapital.co.uk///estate-planning
https://www.estatecapital.co.uk///blog/may-heading-combination-inflation-slowing-growth/
https://www.estatecapital.co.uk///blog/collecively-eight-portfolios-outperformed-respective-national-benchmarks-47-50-occasions/
https://www.estatecapital.co.uk///financial-advice/family-protection
https://www.estatecapital.co.uk///privacy-policy
https://www.estatecapital.co.uk///archive-library
https://www.estatecapital.co.uk///resource-library
https://www.estatecapital.co.uk///investment-portfolios/conservative-balanced-investor
https://www.estatecapital.co.uk///wealth-management/investment-outlook
https://www.estatecapital.co.uk///company

Whois Information

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Error for "estatecapital.co.uk".

the WHOIS query quota for 2600:3c03:0000:0000:f03c:91ff:feae:779d has been exceeded
and will be replenished in 142 seconds

WHOIS lookup made at 17:50:05 13-Jul-2017

--
This WHOIS information is provided for free by Nominet UK the central registry
for .uk domain names. This information and the .uk WHOIS are:

Copyright Nominet UK 1996 - 2017.

You may not access the .uk WHOIS or use any data from it except as permitted
by the terms of use available in full at http://www.nominet.uk/whoisterms,
which includes restrictions on: (A) use of the data for advertising, or its
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or hiding any or all of this notice and (C) exceeding query rate or volume
limits. The data is provided on an 'as-is' basis and may lag behind the
register. Access may be withdrawn or restricted at any time.

  REFERRER http://www.nominet.org.uk

  REGISTRAR Nominet UK

SERVERS

  SERVER co.uk.whois-servers.net

  ARGS estatecapital.co.uk

  PORT 43

  TYPE domain

DISCLAIMER
This WHOIS information is provided for free by Nominet UK the central registry
for .uk domain names. This information and the .uk WHOIS are:
Copyright Nominet UK 1996 - 2017.
You may not access the .uk WHOIS or use any data from it except as permitted
by the terms of use available in full at http://www.nominet.uk/whoisterms,
which includes restrictions on: (A) use of the data for advertising, or its
repackaging, recompilation, redistribution or reuse (B) obscuring, removing
or hiding any or all of this notice and (C) exceeding query rate or volume
limits. The data is provided on an 'as-is' basis and may lag behind the
register. Access may be withdrawn or restricted at any time.

  REGISTERED no

DOMAIN

  NAME estatecapital.co.uk

NSERVER

  NS2.ESTATECAPITAL.CO.UK 109.203.109.26

  NS1.ESTATECAPITAL.CO.UK 109.203.109.26

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