Excaliber Associates Ltd
Basic Information:
Name:
Excaliber Associates Ltd
Address:
149a, Ridgeway
Plymouth
Devon
PL7 2HJ
Plymouth
Devon
PL7 2HJ
Phone:
0844 805 7956
Fax:
0870 4421760
Email:
Website:
Area(s) of Business:
Financial Services & Advice - Independent Financial Advisor
Year Established:
2008
Company:
Independent Financial Advisors with over 30 years experience offering unbiased advice throughout the Devon and Cornwall area.
Staff:
Stella Goodman - Director and Independent Financial Adviser
Lisa Goodman - Mortgage Adviser
Anne Fowler - Practice Manager
Tracy Squires - Administrator
Lisa Goodman - Mortgage Adviser
Anne Fowler - Practice Manager
Tracy Squires - Administrator
Areas of Business (Products / Services):
Our services include:
- Mortgage Advice
- Mortgage Protection
- Life Assurance
- Savings & Investment
- Income Protection
- Retirement Planning
- Business Protection
- Mortgage Advice
- Mortgage Protection
- Life Assurance
- Savings & Investment
- Income Protection
- Retirement Planning
- Business Protection
Fees:
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.
- 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.
Memberships / Accreditations:
Stella Goodman Cert PFC MAQ
Lisa Goodman MAQ
Lisa Goodman MAQ
