Excel121 Limited

Independent Financial Adviser Byways, Meadowside, Bookham, Surrey, Leatherhead, KT23 3LG
FCA verified
24th June 2019
Professional advice to guide you along your financial journey. Independent, Transparent, Unique.
We can advise you on
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • EEA
    • Rest of world
    • Wealth management
    • Accident & sickness
    • Buildings and contents
    • Commercial motor
    • Critical illness
    • Healthcare
    • Home and leisure
    • Income protection insurance
    • Large business
    • Life insurance
    • Payment protection insurance
    • Small business
    • Travel
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Long term care
    • 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
    • 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
    • Taxation planning
Meet our advisers
Christopher Doran
Independent Financial Adviser
Where to find us

Byways, Meadowside, Bookham, Surrey, Leatherhead, KT23 3LG

About us

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.

Why Independent?

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.

Our services

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.

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

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