Excaliber Associates Ltd

I receive a friendly highly professional service from Excalibur as they have put my pensions in order for me would recommend them.

The service provided by Jeremy was second to none. He took the time to find out exactly what we needed then got a highly competitive quote for out building’s insurance. Top marks!

I have used Excaliber over the past 12 years, for mortgages, life insurance and critical illness cover. I have found the company professional and efficient. They review my mortgage rates and other policies to ensure I have up to date and relevant cover at all times. I would highly recommend their services.

With retirement on the horizon, we needed to get our finances in order. Stella provided sound professional advice for which we are very grateful, We would have no hesitation in recommending Excaliber to others.

My husband and I received very professional service and advise on our Mortgage(UK and abroad), Life Insurance and savings. They were very friendly and explained everything at our level so we fully understood. We were able to book appointments to suit our schedule at home or at their office. I would recommend this company to everybody and we will continue to use them for our future financial needs.

Stella is so friendly and helpfull made us feel totally at ease about everything.

I was provided with an excellent and personal service.

I would recommend using Excaliber Associates. They arranged a mortgage for me with no hassle and arranged meetings to suit me. I've now decided to buy a new property and am using their services again.

Very helpful and professional.

Excaliber is a trusted IFA and play a large part in my financial well being. Dealing with both business and personal services/products.

It gives me pleasure to be able to write a testimonial for Excaliber Associates Ltd who recently advised me on financial management. They were able to rearrange my mortgage, life assurance and savings in a very beneficial way. The rearrangement of my financial matters not only reduced my out-goings on a monthly basis but also packaged my finances in a simple and manageable portfolio. Lisa Goodman an independent mortgage advisor with Excaliber thoroughly researched the alternative deals on the market and advised me accordingly. Indeed she went through the whole research process on two separate occasions to ensure that the deals being recommended matched my particular needs. Working as an independent mortgage advisor I was confident that the deals being recommended were not an in-house package from one of the large mortgage providers but rather specifically tailored to my requirements. Finally I should add that at a professional level Lisa offered a very comprehensive and well managed service, whilst at a personal level she presented herself as someone concerned about my personal needs and went out of her way to give me her full and undivided attention. Lisa and Excaliber Associates gave me a very professional service; I have no hesitation in recommending them to others. .