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

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!

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.

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

21/06/2026

Financial Planning = Your Personal Sat Nav for Life 🧭

Imagine setting off on a journey without a sat nav. You know where you want to go, but you’re not sure of the best route, what obstacles lie ahead, or how long it will take to get there.

Financial planning is much the same.

Whether your goal is buying a home 🏡, supporting your family 👨‍👩‍👧, travelling more 🌍, or enjoying a comfortable retirement 🏖️, a financial plan helps map out the route.

It can help you:
✅ Understand where you are today
✅ Set clear financial goals
✅ Create a route towards achieving them
✅ Adapt when life takes an unexpected turn

Just like a sat nav recalculates when you miss a turning, a financial plan should evolve as your circumstances change.

The goal isn’t a perfect journey – it’s having a clear direction and making informed decisions along the way.

Where is your financial sat nav taking you? 🚗

https://excaliber-ifa.co.uk

14/06/2026

We all have goals- whether it’s buying a home, retiring comfortably, supporting our family, or enjoying more financial freedom. The difference between wishing for those things and achieving them is having a clear plan in place.

Taking the time to understand your finances today can help turn tomorrow’s ambitions into reality.

If you’d like guidance on creating a financial plan that works for you, we’re here to help.

📞 01752 340183

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

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

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."

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.

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.

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

Website

http://www.excaliber-ifa.co.uk/

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