Welcome to Excel Financial Solutions

Our aim is to be the trusted advisers for our clients’ financial needs and objectives

 

Our aim is to build trusted relationships with our clients, based on ongoing advice and support. Whether you are an existing client, or visiting us for the first time, we hope you find our website provides valuable information. We welcome your contact.

 
 

 

 




Protection

Nobody likes to contemplate their own death, which is why many of us neglect to arrange life insurance – and surveys show that many people have either insufficient or no life cover.

None of us know what is around the next corner, and for this reason we consider planning against the unexpected is one of the most crucial elements of what we offer to our clients.

Read More

Wealth Management

Whatever our clients’ circumstances, we believe there are certain key principles behind managing investments and savings. The basis of these is in looking at the objectives of our clients, their life goals and aspirations, and personal circumstances.

We take particular care to discuss and agree the level of risk and capacity for loss with which our clients feel comfortable.

Read More

Retirement Planning

In today’s world many people have concern over their longer term futures. We seek to provide realistic advice that aims to provide the security in retirement that our clients desire.

This can be through planning for retirement by saving during working life, as well as looking at retirement funding options when nearer retirement , or if moving towards a phased retirement.

Read More