Excaliber Associates are local Independant financial advisers, covering the South West of England and offering the full range of financial advice for both our personal and business clients . Our initial free consultaation can be conducted in our office or in the comfort of your own home. We believe in explaining our solutions to your financial needs in plain English, delivering Sound Advice, Simply Presented. ...

Trade Bodies / Associations

Financial Services Authority authorisation number 476748, Cert PFS CII (MP), Federation Small Businesses, Plymouth Chamber of Commerce, Business Networking International

Specialist Services

Excaliber Associates Ltd is authorised by the Financial Services Authority to give advice on Savings and Investments, Retirement planning, Life assurance, Mortgages, Private Medical Insurance,and Inheritance Tax Planning and we also specialise in business protection. In addition, we are also fully qualified to advice on Long Term Care and Equity Release and are registered willwriters.

Trading Since

2004