EXCALIBER ASSOCIATES LIMITED
aka EXCALIBER ASSOCIATES LIMITED
About
Independent financial advice ‘one stop shop’ for pensions, investments, mortgages, insurance and more. Sound advice, simply presented.
Source: excaliber-ifa.co.ukContact & Location
Regulatory Information
- FRN
- 476748
- Status
- Authorised
- Date Authorised
- 14 January 2008
- Years Authorised
- 18 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
Show all permissions
- ✓Acting as a CBTL arranger
- ✓Acting as a CBTL advisor
- ✓CBTL Status
- ✓CBTL Effective Date
- ✓Agreeing to carry on a regulated activity
- ✓Advising on P2P agreements
- ✓Advising on Pension Transfers and Pension Opt Outs
- ✓Debt-counselling
- ✓Credit Broking
- ✓Making arrangements with a view to regulated mortgage contracts
- ✓Making arrangements with a view to a home reversion plan
- ✓Arranging (bringing about) regulated mortgage contracts
- ✓Arranging (bringing about) a home reversion plan
- ✓Advising on regulated mortgage contracts
- ✓Advising on a home reversion plan
- ✓Making arrangements with a view to transactions in investments
- ✓Arranging (bringing about) deals in investments
- ✓Advising on investments (except on Pension Transfers and Pension Opt Outs)
Companies House
- Company Number
- 06435579
- Company Status
- Active
- Incorporation Date
- 23 November 2007
- Directors
- 1
- Accounts Category
- Micro Entity
- Last Accounts Filed
- 31 December 2024
- SIC Codes
- 64999, 65110, 66220
Team (5)
Stella Karen Goodman
ApprovedCertifiedJames William Studds
CertifiedCalum Joseph Levy
CertifiedMark Adam Rainey
ApprovedCertifiedAsmath Stanley
Certified
Google Reviews
46 reviews on Google
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Quick Facts
- Plymouth, South West
- 18 years FCA-authorised
- 7 registered individuals
- 5 specialisms
- 18 FCA permissions
- CH 06435579
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Data Sources
This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.