1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. South West
  6. breadcrumb-arrow
  7. Devon
  8. breadcrumb-arrow
  9. Plymouth
  10. breadcrumb-arrow
  11. Excaliber Associates Ltd

Excaliber Associates Ltd

Independent Financial Adviser  149a Ridgeway, Plymouth, PL7 2HJ
check
FCA authorised
Last authorised 1st March 2021
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
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Bad credit
check
Building your home
check
Buy my next home
check
Buy to let
check
Buying commercial property
check
Buying first home
check
Buying overseas
check
Equity release
check
Flexible mortgages
check
High loan to value
check
Next home / Remortgaging
check
Right to buy
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Buildings and contents
check
Critical illness
check
Healthcare
check
Home and leisure
check
Income protection insurance
check
Large business
check
Life insurance
check
Payment protection insurance
check
Small business
check
Capital gains tax
check
Estate planning
check
Income tax
check
Commercial mortgages
check
Corporate pension
check
Employee benefits
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Stockbroking services
check
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.
Follow us on: <url hidden>

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face

149a Ridgeway, Plympton, Plymouth, PL7 2HJ

Similar advisers near you

Harbour Wealth Management
Independent Financial Adviser 0.54 mi
 
 
See profile
Lifetime IFA
Independent Financial Adviser 0.81 mi
I am passionate about helping my clients plan their own unique retirement journey. It is a privilege to help build portfolios that provide excellent returns that enable quality of life and financial security throughout retirement.
 
See profile
TFA Trusted Financial Advice
Independent Financial Adviser 1.13 mi
Our professionally qualified advisers offer independent and un-biased financial and mortgage advice throughout the south and south west of England, ensuring that you receive the right product for your circumstances.
 
See profile
MEDICAL PROFESSIONAL
Independent Financial Adviser 1.2 mi
Award winning adviser, award winning firm, specialising with Medical Professionals in Devon & Cornwall. Clear vision and specialist advice.
 
See profile

Legal information

While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible, it is your responsibility to ensure the adviser you choose is appropriate and regulated for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.

Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.