Excaliber Associates Ltd - Plymouth

Thomas R.

Calum Levy has been a fantastic financial advisor. He helped me consolidate multiple pensions with ease, explaining every step in a clear and reassuring way. His professionalism and depth of knowledge made the whole process stress-free. Calum took the time to understand my retirement goals and crafted a realistic, tailored plan that gave me real peace of mind. I genuinely feel more confident about my financial future thanks to his advice. He’s approachable, reliable, and always quick to respond to questions. I highly recommend Calum to anyone looking for expert guidance and a trustworthy, long-term financial partner.

Louis M.

Outstanding service and expert financial advice! Calum has been an incredible financial adviser from the start, guiding me through the process of managing my finances and investments. His knowledge, professionalism, and clear advice made everything so much easier. If you're looking for a trusted financial adviser, local to Plympton or Plymouth, I highly recommend coming here for top-quality service!

Antony B.

I would like to give a huge thanks to Calum at Excalibur Associates for his outstanding support in setting up our company’s new pension scheme. From the very start, Calum was professional, approachable, and incredibly knowledgeable. He took the time to thoroughly understand our business needs and tailored a pension solution that was not only seamless but also cost-effective for us.

His clear communication and dedication to ensuring everything was set up correctly gave us confidence throughout the process. We particularly appreciated how he walked us through the various options, answered all our questions, and made the transition smooth for both our team and our employees.

Calum’s expertise and exceptional customer service were key in helping us navigate a complex process with ease. We couldn’t have done it without him, and we highly recommend his services to any business looking to set up or review their pension scheme. Thank you, Calum!

Beth B.

Calum helped me sort my life insurance and provided a 5 star service. He had fantastic knowledge of the market and provided me with a range of options in a timely manner following our consultation. He made the process much easier and I will definitely be using his services for my financial needs in the future.

isaac R.

Calum was really good and helpful. He helped me get the best mortgage possible for me. I would highly recommend

Ryan B.

Amazing from start to finish. Calum has been truly exceptional. He has been there every step of the way and provided the help and guidance that we needed. The updates from the team have been spot on and they we're quick to deal with any issues we had. If you're looking for a mortgage advisor this is the place to go.
I would like to thank the team at Excaliber and also Calum, you Sir are a true Gentleman. I Will not hesitate to come back to you again. Hopefully see you all again very soon.

Alice T.

Having had a bad experience with another mortgage advisor when we bought our home, we went to Excaliber for advice. Calum and Stellar have been absolutely fantastic in helping us with finding us a brilliant deal on our mortgage but also with insurance and creating bespoke wills for my partner and I. I would never go anywhere else. Super friendly , helpful and honest. Highly recommend their services!

Daniel L.

Calum & Excaliber helped us secure our buy to let mortgage and he was on the case and on our side every step of the way. Really knowledgeable and extremely responsive throughout the whole process chasing up lenders and solicitors on our behalf. Thanks to his hard work we were able to navigate some sticky situations very smoothly and got the purchase completed in great time. Highly recommended and will be using them again for our portfolio!