Business Details
Your Trusted Financial Partner in Plymouth
At Excaliber Associates, we deliver high-quality, bespoke financial advice tailored to individuals and small to medium enterprises across the UK. Our relationship-based service prioritises your financial goals through clear, straightforward guidance, combining comprehensive market knowledge with a deep understanding of personal circumstances, affordability, and risk tolerance. For clients seeking ongoing support, we offer engaged portfolio management, reflecting our commitment to long-term financial well-being.Registered with the Financial Conduct Authority and holding Professional Indemnity Insurance, we adhere to rigorous regulatory standards while maintaining memberships in the Personal Finance Society and the Association of Independent Financial Advisers. Appointments are available at your home, workplace, or our Plymouth office, with initial consultations provided free of charge to ensure accessible, no-obligation advice.
Services
Protection
Mortgages
Savings and Investments
Pensions
Wills and Trusts
Highlights and features
- We are authorised and regulated by the Financial Conduct Authority.
- We offer free initial consultations at your preferred location.
- Our extensive market database ensures access to competitive financial products.
- We provide appointments in the comfort of your home or workplace.
- We maintain memberships in the Personal Finance Society and the Association of Independent Financial Advisers.
Associations and certifications
- Financial Conduct Authority
Services
Mortgages
We provide independent whole-of-market mortgage advice for first-time buyers, remortgaging, buy-to-let, commercial property, and self-build projects. Our FCA-regulated expertise ensures access to competitive rates and tailored solutions. Clients benefit from free initial consultations and flexible appointment options.
Protection
Our protection services cover life assurance, critical illness, income protection, and private medical insurance. We tailor policies to individual and business needs, ensuring comprehensive coverage. With access to a wide market database, we secure competitive terms for personal and commercial clients.
Pensions
We offer specialist pension advice, including workplace schemes, self-invested personal pensions (SIPPs), and retirement income strategies. Our FCA-authorised guidance ensures compliance with UK regulatory standards. Clients receive personalised recommendations aligned with long-term financial goals.
Wills and Trusts
Our estate planning services include wills, trusts, and inheritance tax mitigation strategies. While not FCA-regulated, these services are delivered in partnership with APS Legal & Associates, a member of the Institute of Professional Willwriters. We ensure legally sound, future-proof documentation.
Savings and Investments
We provide tailored savings and investment solutions, including ISAs, equity portfolios, and risk-managed funds. Our engaged portfolio management service offers ongoing support for clients seeking active wealth growth. All recommendations consider individual risk profiles and financial objectives.
Questions
What financial services does Excaliber Associates offer?
We provide mortgages, pensions, protection insurance, savings and investment advice, and estate planning services. Our FCA-regulated expertise covers both personal and business financial needs.
Are your initial consultations free?
Yes, we offer free, no-obligation initial consultations at your home, workplace, or our Plymouth office to discuss your financial requirements.
How are you regulated?
We are authorised and regulated by the Financial Conduct Authority (FCA) under reference 476748, ensuring compliance with UK financial services standards.
Can you help with commercial mortgages?
Yes, we advise on commercial property mortgages, including buy-to-let, self-build, and bridging finance solutions tailored to business needs.
Do you offer online account management?
We provide a secure client portal for document sharing and communication, though portfolio management remains primarily advisor-led through regular consultations.
Reviews (7)
Richard Whiting
Dec 29, 2021
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Positive:Professionalism
Asmi Stanley was very friendly and professional throughout our dealings. Highly recommended
Asmi Stanley was very friendly and professional throughout our dealings. Highly recommended
Arjun Kunwar
Dec 11, 2021
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I am very much pleased with asmi who help us to buy second home.she gave us professional guidance which help us to get second home on time.With the help of asmi our dream has come true.definitely we will use asmi from Excaliber in future.thank you asmi
Hristo Dzhekov
Aug 10, 2021
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I would like to thanks Asmi for the hard work she done for me and my family! Highly recommend . I so lucky to meet her and work together and make me home owner. She spend so many hours on my case and work so late at night to make it happen, and at feel her more as my family member instead mortgage advisor. Thank you Asmi and keep doing what you do best !!! Best wishes from me and family
Dan Stacey
Jun 19, 2021
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Positive:Professionalism,Quality,Responsiveness,Value
Mortgage advisor Asmi Stanley provided a friendly service from start to finish . Was always happy to give advice . Very helpful with guiding us through the process of getting our new home. Thank you
Mortgage advisor Asmi Stanley provided a friendly service from start to finish . Was always happy to give advice . Very helpful with guiding us through the process of getting our new home. Thank you
Jessica T.
May 29, 2021
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We are returning customers to Excaliber for mortgage and life insurance advice. In our experience, Excaliber have always been a friendly, professional and efficient in responding to our requests.
Asmi was our Mortgage Advisor this time (from December 2020) and we have been so pleased to have her guide us through the process. She was always just at the end of the phone whenever we needed her and we had absolute confidence in her advice. Asmi made sure she got to know us as people and what was important to us, as well as ensuring we got the best and most secure deals for our circumstances. She also
Asmi was our Mortgage Advisor this time (from December 2020) and we have been so pleased to have her guide us through the process. She was always just at the end of the phone whenever we needed her and we had absolute confidence in her advice. Asmi made sure she got to know us as people and what was important to us, as well as ensuring we got the best and most secure deals for our circumstances. She also
Guy Arnold
Aug 22, 2020
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Positive:Professionalism,Quality,Responsiveness,Value
We have been using Excaliber for over 8 years now to source and support insurance for 14 properties, and we've always found them to be helpful, hard working, honest and good value. Highly recommended.
We have been using Excaliber for over 8 years now to source and support insurance for 14 properties, and we've always found them to be helpful, hard working, honest and good value. Highly recommended.
Marc Tubb
Dec 25, 2019
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Excaliber have recently assisted me with obtaining a mortgage to purchase a property and I cannot praise them enough - Especially Kirsty Lloyd who was assigned as my broker. It was a rather complex case and the chosen lender also difficult to deal with at times, but Kirsty persevered, remained patient, provided the best advice and communication throughout the entire process. The other guys in the office were also always very polite and friendly when I called, and offered call backs or to pass messages on when necessary. Thank you Excaliber - I will be back again when the time comes to remortgage
