Contact Us
excel@excel121.com
0203 9100378
Tel: 0203 9100378
excel@excel121.com
We are a firm of Independent Financial Advisers (IFA) based in Milton Keynes who always act on your behalf. 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.
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.
Please call us on 0203 9100378 or email us at excel@excel121.com to arrange an initial discussion.
Transparent. Independent. Unique.
As you get closer to retirement, you'll need to consider your options carefully to make sure you make an informed decision on how to make best use of your savings in retirement.
Sensible investment planning revolves around understanding what your investment aims are. We can look at an appropriate strategy that's tailored to your needs.
It can be very important to protect your financial future and those you care about by preparing for the unexpected in order to provide for those who depend on you.
Whether you need help buying a house or releasing equity from your home, come and talk to us. We can support you with any mortgage decisions.