Excaliber Associates Ltd

Independent Financial Adviser 149a Ridgeway, Plympton, Plymouth, PL7 2HJ
FCA verified
16th September 2019
Excaliber prides itself on a personal service and our aim is to build long term relationships with all our clients.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Bad credit
    • Building your home
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Buying overseas
    • Equity release
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Commercial mortgages
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Stella Goodman Dip PFS
Where to find us

149a Ridgeway, Plympton, Plymouth, PL7 2HJ

About us

Excaliber Associates Ltd is an established firm of independent advisers with experience in advising both personal and business clients. Our advisers provide a comprehensive professional financial planning service offering advice on all areas of finance. We aim to work with our clients helping them to achieve their goals. Meetings can be at our offices or at your own home. Our philosophy is Sound Advice Simply Presented.
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Advice methods
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    Face to face
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    Online (Live chat, video, email)
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Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

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