Excaliber Associates Ltd is an independent financial services company that offer unbiased advice about whole of market products, based out of 149 Ridgeway, Plymouth, United Kingdom. We offer advice on Pensions, Investments, Mortgages, General Insurance…
Excaliber Associates is an independent financial services company in Plymouth offering unbiased whole-of-market advice on mortgages, pensions and investments. The firm serves homebuyers, investors and clients approaching major life transitions. Natural referral partners include conveyancing solicitors completing property purchases, surveyors assessing property value, accountants handling tax implications of investments, and tax planners optimising investment structures. A referral to Excaliber makes sense when a client is purchasing property and needs mortgage advice, approaching retirement and requiring pension planning, or building an investment portfolio requiring tax-efficient structuring.