Excaliber Associates Ltd

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!

💡 Weekly Financial Tip from Excaliber When was the last time you reviewed your financial goals?Life changes quickly – wh...
07/06/2026

💡 Weekly Financial Tip from Excaliber

When was the last time you reviewed your financial goals?

Life changes quickly – whether it’s buying a home, growing your family, planning for retirement, or simply wanting to make your money work harder. Taking a few minutes to review your finances regularly can help keep you on track and highlight opportunities you may have missed.

Small reviews today can make a big difference tomorrow.

If you’d like to discuss your financial plans, we’re here to help: 01752 340183

💭 If money wasn’t a worry, what would your future look like?A comfortable retirement? Helping your children onto the pro...
31/05/2026

💭 If money wasn’t a worry, what would your future look like?

A comfortable retirement? Helping your children onto the property ladder? More time doing what you love?

Financial planning isn’t just about numbers - it’s about creating options and building the future you want.

We help people make informed decisions about their finances, whatever stage of life they’re at.

Ready to start planning your next chapter?
📞 01752 340183

🏋️‍♀️ Stella’s keeping finances fit 💷Just like your health, your finances work best with regular care, good habits, and ...
17/05/2026

🏋️‍♀️ Stella’s keeping finances fit 💷

Just like your health, your finances work best with regular care, good habits, and a plan that works for you.

From protecting your family to planning for the future, Stella is here to help get your finances into shape 💪🏼

15/05/2026

Thank you to Excaliber Associates Ltd for their continued support as a Lap Sponsor for Relay for Life Plymouth.

"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."

Financial advice isn’t just for the wealthy.Good financial planning helps with everyday goals like:✔ Buying your first h...
10/05/2026

Financial advice isn’t just for the wealthy.

Good financial planning helps with everyday goals like:
✔ Buying your first home
✔ Protecting your family
✔ Managing monthly budgets
✔ Planning for retirement

Small steps now can make a big difference later.

Our opening hours are below, so you can see when we’re here to help.

Whether you’ve got a quick question or want to talk through your longer-term financial goals, we’re here to make things clear and straightforward.


The lazy tax is what many people unknowingly pay simply by letting bills roll over without checking if they’re still get...
03/05/2026

The lazy tax is what many people unknowingly pay simply by letting bills roll over without checking if they’re still getting the best deal.

A lot of people stay loyal to the same providers for years, assuming they’re being rewarded for sticking around.

The reality?
New customers often get the best offers.

You could be overpaying every single month on things like:

⚡ Energy bills
📶 Broadband
🚗 Car insurance
🏠 Home insurance
📱 Mobile phone contracts
📺 TV & streaming subscriptions

Saving just small amounts on each could put hundreds back in your pocket every year.

Ask yourself:
When did you last check what you’re paying?

Sometimes better financial habits aren’t about earning more -they’re about stopping money leaks.

For more independent advice pop in and see us on the Ridgeway, Plympton.

Sound Advice. Simply Presented.

Most people guess 3-4.Reality? It’s often closer to 8-12 👀Think about it:• TV & streaming• Music• Cloud storage• Gym mem...
26/04/2026

Most people guess 3-4.
Reality? It’s often closer to 8-12 👀

Think about it:
• TV & streaming
• Music
• Cloud storage
• Gym memberships
• Apps you downloaded once and forgot
• Free trials that quietly turned into monthly charges

It doesn’t feel like much…
But £5 here, £9.99 there - it adds up fast.

💡 If you’re spending just £40/month on things you don’t really use, that’s nearly £500 a year.

That’s:
• A holiday fund ✈️
• Emergency savings 💷
• Or just breathing room at the end of the month

A simple way to check:
Go through your last 2-3 months of bank statements and ask yourself:
👉 “Would I sign up for this again today?”

If the answer’s no - cancel it.

Most people aren’t bad with money…
They just haven’t had the time to sit down and properly look at where it’s going.

That’s where we come in.

At Excaliber Associates, we help people get a clear picture of their finances - what’s coming in, what’s going out, and what could be working better for you.

No pressure, no jargon - just honest, straightforward advice.

Let’s chat 💬 01752 340183

Sound Advice. Simply Presented.

Come and find us on The Ridgeway, Plympton 👋We’re Excaliber Associates - your local, independent financial advisers, pro...
20/04/2026

Come and find us on The Ridgeway, Plympton 👋

We’re Excaliber Associates - your local, independent financial advisers, proudly serving Plympton, Plymstock and the surrounding areas.

Whether it’s mortgages, pensions, or simply getting your finances on track, we’re here to help in a way that’s clear, friendly, and tailored to you.

Pop in and say hello-we’d love to meet you!😊

Thinking about your mortgage? It might be time to look at remortgaging 👇So many people stay on their current deal withou...
12/04/2026

Thinking about your mortgage? It might be time to look at remortgaging 👇

So many people stay on their current deal without realising they could be paying more than they need to.

Here’s why remortgaging is worth considering:

✨ Your fixed deal may be ending:�When your initial rate expires, you’re often moved onto a higher standard variable rate - meaning bigger monthly payments.

💰 You could save money:�Switching to a better rate could reduce your monthly costs or help you pay off your mortgage sooner.

🏡 Your circumstances may have changed:�Your home value, income, or credit score might have improved — opening the door to better deals.

📉 Rates are always changing:�What wasn’t a good deal a year ago might be a great option now.

🔒 You can gain more control:�Remortgaging can help you fix your payments, release equity, or even consolidate debts.

🔑 The key? Don’t just let your mortgage roll over without checking your options.

A quick review now could make a big difference later.

https://excaliber-ifa.co.uk

07/04/2026

Stella’s back from her cruise (and yes… we’re all a little jealous! 😍🚢) and ready to help you navigate your financial journey.

Whether you’re planning to get on the property ladder, protect what matters most, or start saving for your own well-deserved getaway, Stella’s here with expert, independent advice tailored just for you.

Your goals, your future - let’s make it happen. Get in touch with Stella today 💬

01752 340183

Sound Advice. Simply Presented. ✨

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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