Excaliber Associates Ltd

Independent Financial Adviser 149a Ridgeway, Plympton, Plymouth, PL7 2HJ
FCA verified
11th February 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
    • Bad credit
    • Buy to let
    • Commercial for individuals
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Home reversion
    • Overseas
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Accident & sickness
    • Buildings and contents
    • Critical illness
    • Healthcare
    • Home and leisure
    • Income protection insurance
    • Large business
    • Life insurance
    • Payment protection insurance
    • Small business
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Wealth management
    • 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.
Follow us on:

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

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