Excaliber Associates Ltd 149 Ridgeway, Plympton, Plymouth PL7 2HJ
About the Business
Welcome to Excaliber Associates Ltd, your trusted partner in finance and insurance. Located at 149 Ridgeway, Plympton, Plymouth PL7 2HJ, United Kingdom, we are a premier establishment that offers a wide range of services to cater to your financial needs. Whether you are an individual or a business looking to secure your future, we are here to help make your dreams a reality.
As a finance and insurance agency, we offer an extensive range of financial services including pension planning, investment advice, life insurance, home and car insurance, and much more. We understand that financial matters can be daunting, but we are dedicated to providing you with the best advice and guidance to help you make informed decisions.
We take pride in being a point of interest for the residents of Plympton and Plymouth. Our team is made up of knowledgeable and experienced professionals who work tirelessly to ensure that your financial goals are achieved. We take the time to understand your unique situation and tailor our services to meet your individual needs.
At Excaliber Associates Ltd, our mission is to help our clients achieve financial management and security. We are committed to providing the highest level of customer satisfaction and our reputation for excellence has been built on trust and integrity. Whether you are just starting out or planning for retirement, we are here to help guide you on the path to financial success.
So why wait? Contact us today and let us help you take control of your finances!
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Location & Phone number
149 Ridgeway, Plympton, Plymouth PL7 2HJ, United Kingdom
Hours open
Monday:
09:30 - 17:00
Tuesday:
09:30 - 17:00
Wednesday:
09:30 - 17:00
Thursday:
09:30 - 17:00
Friday:
09:30 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"I can't recommend Excaliber enough. I went to them for life insurance and critical illness cover, Stella and Calum are super friendly and helpful. I was unfortunately diagnosed with MS and they were only a phone call/email away when I needed advice on the next steps to make a claim. They went above and beyond to insure everything went smoothly. I thought I was too young to need life insurance, but you never know what's around the corner!"
"Having had a bad experience with another mortgage advisor when we bought our home, we went to Excaliber for advice. Calum and Stellar have been absolutely fantastic in helping us with finding us a brilliant deal on our mortgage but also with insurance and creating bespoke wills for my partner and I. I would never go anywhere else. Super friendly , helpful and honest. Highly recommend their services!"
"I contacted Excaliber to renew my mortgage. Within minutes of my email request Calum was in contact. His communication skills and knowledge were excellent and I have to say the whole process was quick, efficient, and completely painless. I highly recommend Calum and he is an absolute credit to Excaliber Associates !!"
"We have found all the members of staff very friendly and helpful. We have been dealing with Excaliber for several months sorting variety of issues including pensions, wills, power of attorney and other advice. Initially we were unsure of approaching a financial adviser but Stella and all the other members of staff made us feel very comfortable."
"Many thanks to Calum for his work involving organising a number of remortgages for our property portfolio. He has worked diligently to find us the best deals having listened to and understood our personal requirements. He is very punctual in his replies to emails or to return calls if he's not available at the time. He is personable and easy to talk to and is very helpful. It has been a pleasure to have him act on our behalf as part of Excalbur Financial Services."
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