Excaliber Associates Ltd

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Excaliber Associates Ltd We pride ourselves on being a one stop shop for all financial advise.

We are whole of market and independent ready to work for you and your best interests alone!

💭 Your future self will thank you!Retirement might feel a long way off, but the steps you take today can make a real dif...
19/10/2026

💭 Your future self will thank you!

Retirement might feel a long way off, but the steps you take today can make a real difference to your future. 💷

Whether you’re just starting your pension, reviewing an existing one, or wondering if you’re on track for the retirement you want, it’s never a bad time to take a closer look.

We’re here to help you understand your options and plan for the future you deserve!

📩 Get in touch with our friendly team to arrange a chat!

📍 The Ridgeway, Plympton

🏡 Saving for your first home?Getting onto the property ladder can feel like a long way off, but knowing what you’re work...
02/10/2026

🏡 Saving for your first home?

Getting onto the property ladder can feel like a long way off, but knowing what you’re working towards can make all the difference.

From understanding how much you may be able to borrow, to working out what deposit you might need, we can help you get a clearer picture of your options.

So, if buying your first home is on your wish list, why not start the conversation? 🔑

📍 The Ridgeway, Plympton

A good laugh, great company and a productive morning! ☕️😄Stella enjoying another Plym Chamber networking breakfast this ...
14/09/2026

A good laugh, great company and a productive morning! ☕️😄

Stella enjoying another Plym Chamber networking breakfast this week - because building connections is always better when you’re having fun along the way!

From mortgages and protection to pensions and investments, the Excaliber team is here to help you make the most of your financial future 💷

📍 The Ridgeway, Plympton
💬 Get in touch with the team today!

This weekend, you might be switching off, enjoying time with family and making the most of the last bank holiday of summ...
28/08/2026

This weekend, you might be switching off, enjoying time with family and making the most of the last bank holiday of summer.

But there’s one thing you shouldn’t have to spend your time worrying about…

Your finances.

Whether it’s:
🏡 Finding the right mortgage
🛡️ Protecting your family and income
💰 Making your savings work harder
📈 Planning your investments
👴 Preparing for retirement
📜 Getting your wills and trusts in order

At Excaliber Associates, we’re here to help you make sense of it all - so you can spend less time worrying about your financial future and more time enjoying the present.

Give yourself a financial day off. Let us do the thinking.

📩 Get in touch: [email protected]

16/08/2026

☀️ It’s hot. Your finances shouldn’t be.

With temperatures rising, the last thing anyone wants is to spend their evening sweating over:

💸 “Am I paying too much for my mortgage?”
📈 “Is my money actually working hard enough?”
🛡️ “Would my family be okay financially if something happened to me?”
😬 “Have I made the right choices with my pension?”

You could spend hours Googling it all…

Or you could just have sound advice, simply presented 😉

Get in touch today: 01752 340183


Last weekend, the Excaliber team was proud to be at Relay for Life Plymouth 2026, supporting the incredible volunteers, ...
02/08/2026

Last weekend, the Excaliber team was proud to be at Relay for Life Plymouth 2026, supporting the incredible volunteers, participants and supporters who gave their time and energy to raise vital funds for Cancer Research UK.

It is a real privilege to sponsor such an inspiring event and support the amazing people who are making a genuine difference in the fight against cancer. Thank you to everyone involved for your dedication, passion and commitment to such an important cause.

We’re honoured to play a small part in helping make a big difference. 💜


Stella may have been soaking up the sunshine abroad ☀️… but she’s now back enjoying the British sunshine and ready to he...
20/07/2026

Stella may have been soaking up the sunshine abroad ☀️… but she’s now back enjoying the British sunshine and ready to help with all your financial needs!

Whether you’re thinking about your mortgage, pensions, investments, protection, or simply want some friendly financial advice, Stella is here to help.

Pop into our office on the Ridgeway and say hello - we’d love to see you! 👋

Halfway through the year is the perfect time to ask yourself:☀️ Are you still on track to meet your financial goals?💰 Ha...
05/07/2026

Halfway through the year is the perfect time to ask yourself:

☀️ Are you still on track to meet your financial goals?
💰 Has your income or spending changed?
📈 Are your savings and investments still working as hard as they could?
🛡️ Is your family still protected if the unexpected happens?

Small adjustments now can make a big difference by the end of the year.

If you’re not sure where you stand, we’re here to help. At Excaliber, we provide straightforward, personal financial advice to help you stay on course-whatever your goals.

📞 01752 340183
Get in touch to book your financial review.

We all know the feeling of watching that battery percentage drop. 🔋Some people carry a charger everywhere.Some always ha...
28/06/2026

We all know the feeling of watching that battery percentage drop. 🔋

Some people carry a charger everywhere.
Some always have a power bank.
Others hope they’ll make it through the day.

Your finances work the same way.

✔️ An emergency fund is your power bank.
✔️ Protection policies are your backup charger.
✔️ Investments help recharge your future.
✔️ A financial plan stops you running on 1%.

Life rarely goes exactly to plan, but being prepared means you’re far less likely to be caught out.

The question isn’t if you’ll need a financial safety net - it’s whether you’ll have one ready when you do.

If you’d like to feel more confident about your financial future, we’re here to help.

📍 Find us on the Ridgeway

Address

79 Ridgeway
Plymouth
PL72AW

Opening Hours

Monday 9:30am - 5pm
Tuesday 9:30am - 5pm
Wednesday 9:30am - 5pm
Thursday 9:30am - 5pm
Friday 9:30am - 5pm

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