Personal Information
Organization / Workplace
Plymouth, United Kingdom United Kingdom
Occupation
IFA Owner, Excaliber Associates Ltd
Industry
Finance / Banking / Insurance
About
I have been advising clients for over 20 years on all aspects of financial planning.
For my personal clients, I advise on all areas including Mortgages, Life Assurance, Retirement Planning, Investments, Will writing, Trusts, Long Term Care and Inheritance Tax Planning.
I offer competive rates for general insurance for both the domestic market and also property landlords and developers, inc public liability.
For my Business clients my expertise includes Cross Option and Shareholders Protection, Keyman Insurance, Business Succession and also Commercial Lending.
A key objective for my clients is Wealth Creation and this is one area that is especially satisfying, allowing my clients and ...
Contact Details