Business Details
20 Years
experience
Trusted Financial Advisers in Plymouth
At Excaliber Associates, we deliver high-quality, bespoke financial advice tailored to the unique needs of private individuals and small to medium enterprises across the UK. Our relationship-based service prioritises your financial well-being through clear, straightforward guidance, ensuring you achieve your long-term goals. With expertise in pensions, savings, investments, mortgages, and protection, we offer comprehensive solutions grounded in thorough assessments of personal circumstances, affordability, and risk tolerance. Our engaged advisory model provides ongoing portfolio management supported by consistent, transparent support, reflecting our commitment to excellence. Registered with the Financial Conduct Authority and holding Professional Indemnity Insurance, we adhere to rigorous regulatory standards while maintaining memberships in The Personal Finance Society and The Association of Independent Financial Advisers.Appointments are available at your home, workplace, or our Plymouth office, with initial consultations offered free of charge. Our extensive market database ensures access to competitive financial products, empowering clients to secure optimal outcomes. We prioritise client-centric service, combining technical expertise with a dedication to simplifying complex financial decisions. Our reputation for reliability and ethical practice has been built through years of delivering sound advice that adapts to evolving client needs and market conditions.
Services
Protection
Mortgages
Savings and Investments
Pensions
Wills and Trusts
Details
- Year established: 2006
Highlights and features
- We offer truly independent whole-of-market financial advice.
- Our relationship-based service prioritises long-term client financial well-being.
- We provide free initial consultations with no obligation.
- Our extensive market database ensures access to competitive products.
- We combine regulatory compliance with memberships in leading industry bodies.
Associations and certifications
- Financial Conduct Authority
- The Personal Finance Society
- The Association of Independent Financial Advisers
Services
Mortgage Advice
We provide independent whole-of-market mortgage advice for first-time buyers, remortgaging, buy-to-let, and commercial properties. Our service covers equity release, self-build, and bridging finance solutions. Clients benefit from tailored recommendations based on individual circumstances and market opportunities.
Protection Planning
Our protection services include life assurance, critical illness cover, income protection, and private medical insurance. We tailor policies to safeguard personal and business interests against unforeseen circumstances. Our approach ensures clients maintain financial security through comprehensive risk management strategies.
Pension Planning
We offer specialist guidance on pension schemes, including workplace, personal, and self-invested pensions. Our advice focuses on optimising retirement income while considering tax efficiency and investment growth. We help clients navigate complex pension regulations to achieve long-term financial security.
Investment Management
Our investment services cover portfolio management, asset allocation, and risk-adjusted return strategies. We provide ongoing monitoring and rebalancing to align with changing market conditions. Clients receive transparent reporting and regular performance reviews to ensure investment objectives are met.
Wills and Trusts
We assist with creating legally sound wills and trust arrangements to preserve wealth for future generations. Our service includes inheritance tax planning and probate guidance. Collaborating with APS Legal & Associates, we ensure compliance with legal requirements while protecting family assets.
Questions
What areas do you cover?
We provide financial advice to clients throughout the UK, with office locations in Plymouth and remote consultation options available.
Are you regulated by the FCA?
Yes, Excaliber Associates is authorised and regulated by the Financial Conduct Authority under reference 476748.
Do you charge for initial consultations?
No, our initial financial consultations are provided free of charge with no obligation to proceed.
What mortgage types do you advise on?
We offer advice on all mortgage types including first-time buyer schemes, buy-to-let, commercial property, and equity release mortgages.
How do you select investment products?
We use an extensive market database to select products matching your risk profile, financial goals, and market conditions.
Can you help with protection insurance?
Yes, we provide comprehensive protection advice including life assurance, critical illness cover, and income protection policies.
