A firm of chartered financial advisers in Swansea has secured a place on an elite listing of such firms published by the FTAdviser, part of the Financial Times, designed to showcase some of the best financial advisory firms in the UK.
Estate Capital, which manages more than £200 million in its own investment portfolios, is the only firm in Wales to be featured in FTAdviser’s Top 100 Financial Advisers list for 2018.
The list is dominated by large national corporations including stockbrokers, wealth management divisions of banks and insurance companies. It combines numerous criteria including level of qualifications, levels of new business, client satisfaction and range of investment strategies offered. Taking this range of data, it uses an algorithm to establish how different advice businesses perform.
Chris Davies, investment director at Estate Capital, said:
“We are delighted to announce that Estate Capital has made the FT Adviser Top 100 Financial Advisers list for 2018. This list sets out to showcase some of the best financial advisers in the UK.
“The list is, as expected, dominated by much bigger national companies and divisions of multinationals. As such, Estate Capital making the list is quite an achievement.
“We have worked a long time and put a great deal of effort into gaining this level of national recognition. I must thank our loyal clients and staff for all their support.”