We offer a comprehensive financial planning service for all your investment and protection needs:
Pension Planning
; when do you want to retire and how much income will you need?
Life Assurance; how much cash would your family need to maintain their current lifestyle if you die prematurely?
Income Protection
; would you require a regular income or a cash sum if you suffered a serious illness or disability?
Investments/Regular Savings
; are you making the best use of any spare capital or surplus income?
Mortgages
; do you want to reduce your current mortgage outlay or are you moving home?
We are Independent Financial Planners and we always act for you. Whatever your requirements we select products and solutions from the market place using a detailed research process, combining IT based systems, together with our market awareness and experience. Our advice and recommendations will be confirmed and presented to you in a written report as well as in person.
At Excel we pride ourselves in offering unbiased independent financial advice to both corporate and individual clients, and are happy to do so at any of our Bletchley Park office, our shared office in Victoria, London, your place of work, or in the comfort of your own home.
So it all starts with listening. We listen to your needs and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products and solutions that most effectively meet your particular needs and requirements.
This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.
We absorb the cost of an initial consultation. Our fees will be agreed with you before we start working for you. Contact us today to arrange a meeting.
TRANSPARENT. INDEPENDENT. UNIQUE
Company Details
- Employees
- 3
- Founded
- -
- Address
- Milton Keynes, Buckinghamshire, Gb
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- excelwealth.co.uk
- Keywords
- Financial Planning, Retirement, Investments, Life Insurance, Long Term Care, Equity Release, General Insurance, Income Protection, Inheritance Tax Planning, Shareholder Protection, Key Person Insurance.
- HQ
- Milton Keynes, Buckinghamshire
Ltd Questions
Ltd's website is excelwealth.co.uk
Ltd's LinkedIn profile is https://uk.linkedin.com/company/excel-121-ltd
Ltd has
3 employees.
View email and phone details for 3
employees at Ltd.
Ltd's industry is
Financial Services
Ltd's categories are Financial Services
Ltd's founding year is 2006
