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 office, 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.
