Excalibur

Independent Financial Adviser  2 Raven Lane, Essex, CM12 0JD
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FCA authorised
Last authorised 24th January 2022
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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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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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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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Critical illness
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Income protection insurance
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Life insurance
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Corporate pension
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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
Meet our advisers
MR Andrew Baggott
About us

although I specialise in retirement options and investment advice I 29 years of industry experience and provide holistic advice across all fields. I prefer dealing with individuals on a long term basis and this is the majority of my client bank.

You get a personalised one on one advice service tailored to your requirements

Our services

ongoing customer service and ongoing reviews. Specialists in pre and post retirement planning and investments

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face

2 Raven Lane, Essex, CM12 0JD

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