Excaliber Associates Ltd is an established firm of independent advisers with experience in advising both personal and business clients. Our advisers provide a comprehensive professional financial planning service offering advice on all areas of finance. We aim to work with our clients helping them to achieve their goals. Meetings can be at our offices or at your own home. Our philosophy is Sound Advice Simply Presented.
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Stella Goodman - Director and Independent Financial Adviser

Lisa Nightingale - Mortgage Adviser

Mark Sloman - General Insurance Associate

Mike King - Will Writer

Our services include:
- Mortgage Advice
- Mortgage Protection
- Life Assurance
- Savings & Investment
- Income Protection
- Retirement Planning
- Business Protection

We offer an initial discussion (without charge) when we will describe our services more fully and explain the payment options. If you decide to go ahead, we will:

- Gather and analyse personal information about you, your finances, your needs and objectives;
- Review your circumstances and discuss your needs and objectives;
- Recommend and discuss any action we think you should take and, with your agreement, arrange the appropriate contracts.

Payment by fees and/or commission, mutually agreed.

Stella Goodman Cert PFS CII (MP & ER) MAQ
Lisa Goodman MAQ