Estate Capital Signs up to Nucleus
Estate Capital Financial Management, the Swansea-based firm of chartered financial advisers, has announced it is to join IFA-owned and controlled wrap proposition Nucleus.
Founded in 2004, the business specialises in providing complete financial solutions to both corporations and individuals. Led by managing director Chris Davies, the seven-strong team prides itself on the true independence of advice and quality of service they offer clients and use this to provide a refreshing and imaginative approach to wealth management.
As with other Nucleus member-firms, Estate Capital Financial Management has taken an equity stake in the platform.
Chris Davies, managing director of Estate Capital, commented:
“As a company that prides itself on its independence and quality of service, we felt that the Nucleus proposition and thinking was most closely aligned with our own philosophy. In addition the ownership structure ensured we would continue to have our say in the future direction of the platform, something that was important to us.”