Excaliber Associates Ltd

Independent Financial Adviser  149a Ridgeway, Plymouth, Devon, PL7 2HJ
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FCA authorised
Last authorised 18th May 2020
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
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Stockbroking services
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Long term care
Meet our advisers
Stella Goodman Dip PFS
Director
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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Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

149a Ridgeway, Plympton, Plymouth, PL7 2HJ

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