Excel 121 Ltd is a "Whole of Market" Independent Financial Adviser (IFA) firm, and our consultants are committed to working with clients to help them to identify, prioritise and achieve their key financial goals and objectives.
Based on traditional values, and using technical skills that have been gained over many years of combined experience, Excel 121 Ltd was set up to offer its corporate and individual clients a face to face financial planning service that is complemented by the power and increased efficiencies of leading edge technology.
We are confident that we can deliver true independent advice and a personal service tailored to your needs and requirements.
As 'Independent' Financial Advisers we act for you. Whatever your requirements we select products from the market place using a detailed research process, combining IT based systems together with our market awareness and experience. Our advice will be confirmed and presented to you in a report confirming your objectives and outlining our recommendations.
An initial consultation is without charge and will establish how to most effectively meet your needs. Contact us today to arrange a meeting.
We have a wide range of investment options available to meet your needs all of which can be monitored by you through your own personalised web site, available through PC, tablet or smartphone 24 hours per day.
Our exclusive relationships with investment platforms and managers help you get the best pricing possible for your investments.
Our unique planning tools ensure your investment goals are realistic.
With many years experience available in the firm we can meet a wide range of planning needs for you and your business.
Byways, Meadowside, Bookham, Surrey, Leatherhead, KT23 3LG
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