About us

Who are we, what do we do?

Excaliber Associates Ltd provide high quality, bespoke, financial advice to clients throughout the UK.

Our only aim is to help you achieve your financial goals. Our unique relationship based service is designed to secure the financial well being of our clients by providing them with sound advice, simply presented.

Whatever level of service you require we have a comprehensive solution to match.

Excaliber Associates Ltd offer specialist guidance to private individuals and owners of small to medium enterprises (SMEs); this is based on an assessment of personal circumstances, affordability and attitude towards risk.

For clients who would like more from their advisers we can work on an ‘engaged basis’, where management of your portfolio is supported by our clear and consistent levels of support, advice and guidance which we believe is where we have demonstrated some of our finest work.

You can always be assured you’re in safe hands with Excaliber. We hold Professional Indemnity Insurance and are registered under the Consumer Credit License and Data Protection Act. We also subscribe to membership of The Personal Finance Society and The Association of Independent Financial Advisers.

Whatever your circumstances, it is worth speaking to us to find out more. We can arrange appointments in our office or in the comfort of your own home – offering you the highest level of personal service right from day one.

Excaliber Associates: Sound Advice, Simply Presented.

Contact Us

Tel: 01752 340183   Email: admin@excaliber-ifa.co.uk