Excaliber Associates Ltd

Excaliber Associates Ltd, in Plymouth

Established in 2004- Excaliber Associates Ltd has over 20 years experience in the Finance profession- and provides financial advice to clients throughout Plymouth- The company is located in Plympton -Plymouth-- Excaliber Associates provides sound advice- simply presented- Whatever the needs- Excaliber have a range of solutions to match- offering truly independent advice- Appointments can be held at the client-s preferred location- at their place of business or home- and the initial consultation is provided without obligation and free of charge- With Excaliber- clients can feel confident that as well as receiving excellent advice- they-ll benefit from the best financial deals- with all the extensive market database providing access to the full range of products available- The firm provides individuals- families and the business community with a professional financial service and has whole range of market research facilities- The experienced staff help clients achieve their financial goals- The service is intended to ensure sound advice that is simply presented every time- The company is managed by Stella Goodman who has been focusing on the Financial Advisers industry for many years- Having previously worked for various local companies- Stella Goodman is adequately trained to oversee the company- The firm creates bespoke financial packages that offers solutions that are designed for both the personal and business client- Sourced from the whole marketplace- the product range includes life assurance- savings and investments- retirement planning- mortgages- both residential and commercial- income protection- estate and long term care planning and for businesses a range of products to protect the business owner and their staff-

Plympton, Plymouth, PL7 2HJ, United Kingdom.

Gallery for "Excaliber Associates Ltd"

B4S Directory Reviews