Your Financial Well-being is Our Priority
At Excaliber Associates Ltd, we are a dedicated team of financial advisers who provide high-quality, bespoke financial advice to individuals and businesses across the UK. Our primary goal is to help you achieve your financial goals by delivering sound advice, simply presented. Our unique relationship-based service is designed to secure the financial well-being of our clients by providing them with personalized guidance and support.
Our Services
At Excaliber Associates, we offer a comprehensive range of services to cater to the diverse financial needs of our clients. Our expert team provides tailored advice on the following key areas:
Protection
We advise on a range of protection products, including business and personal, critical illness, income protection, life assurance, and family income benefits. Our expert advice helps you protect your loved ones, your business, and your financial future.
Mortgages
We provide independent whole-of-market advice on mortgages, including first-time buyers, remortgages, home movers, buy-to-let, equity release, commercial property, self-build, and bridging finance. Our extensive market database ensures that you receive the best financial deals available.
Savings and Investments
Our team advises on a range of savings and investment opportunities, helping you achieve your long-term financial goals. We provide guidance on pension schemes, ISAs, and other investment products to ensure your financial future is secure.
Pensions
We offer expert advice on pensions, including personal pensions, company-sponsored schemes, and annuities. Our guidance helps you make informed decisions about your retirement plans and ensure a comfortable financial future.
Wills and Trusts
Our estate planning services include the provision of Wills and the establishment of trusts. We work closely with APS Legal & Associates to ensure that your legacy is protected and your loved ones are taken care of.
Why Choose Excaliber Associates?
At Excaliber Associates, we pride ourselves on our:
- Unique relationship-based service
- Comprehensive range of financial services
- Expert advice and guidance
- Commitment to providing the best possible financial outcomes for our clients
Contact Us
If you have any questions or require more information on our services, please do not hesitate to contact us:
- Tel: 01752 340183
- Email: admin@excaliber-ifa.co.uk
- Address: 79 Ridgeway, Plymouth, Devon, PL7 2AW
We look forward to helping you achieve your financial goals.
Excellent Customer Service and Expertise
Excalibur Associates Ltd has received an overwhelming number of 5-star reviews, with customers praising the team's exceptional customer service, expertise, and professionalism.
Mortgage Advisory Services
The team, particularly Calum, has been commended for their outstanding mortgage advisory services. They have been described as "truly exceptional", "immensely helpful", and "knowledgeable". Customers have appreciated their ability to explain complex processes in a simple and clear manner, making the entire experience stress-free and easy to understand.
Professionalism and Friendliness
Stella and Calum have been praised for their professionalism and friendliness, making customers feel at ease and comfortable throughout the process. They have been described as "super friendly", "helpful", and "honest".
Will Writing and Power of Attorney Services
The team has also received praise for their will writing and Power of Attorney services. Customers have appreciated the time taken to explain each stage of the process and answer any questions they had.
Recommendations
All customers have highly recommended Excalibur Associates Ltd, with many stating that they would not hesitate to use their services again in the future.
