Excaliber Associates Ltd

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Reviews

1. Alexander Welch ★★★★★

   I’ve already recommended Calum to family and friends. From our very first meeting to walking through the front door of our new home, the whole process only took 10 weeks! Calum gave us fantastic advice throughout, offered helpful recommendations, and kept us fully updated on our mortgage application every step of the way. He was always quick to answer our (many!) phone calls and made the whole experience as stress-free as possible. We couldn’t be happier and are so grateful for all his support.

   almost 5 months ago
2. paul simpson ★★★★★

   Asked Callum to help me arrange a small mortgage on my flat. He was great help and was always available for any questions I had, even the stupid ones. Thankyou once again Callum for all your help. Would highly recommend!!

   almost 5 months ago
3. Jane Murphy ★★★★★

   I had an excellent experience with Excaliber Associates when I went to purchase an income protection policy. From the start, they were professional, knowledgeable, and incredibly thorough. Everything was clearly explained, and they took the time to answer all of my questions in a way that made sense. What really stood out was how approachable and supportive the entire team was. I never felt rushed or pressured—they genuinely cared about finding the right policy to suit my needs. The whole process was smooth and stress-free thanks to their efficiency and attention to detail. They even checked up for me on Government Gateway to ensure I’d paid the required contributions to confirm I will receive my full state pension when the time comes. I feel confident and reassured knowing my income is protected, and I now have peace of mind about my pension, and it’s all thanks to the outstanding service I received. Highly recommend!

   almost 6 months ago

1. Thomas Reader ★★★★★

   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.

   almost 9 months ago
2. Antony Black ★★★★★

   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!

   almost 9 months ago
3. Abbie White ★★★★★

   I can't recommend Excaliber enough. I went to them for life insurance and critical illness cover, Stella and Calum are super friendly and helpful. I was unfortunately diagnosed with MS and they were only a phone call/email away when I needed advice on the next steps to make a claim. They went above and beyond to insure everything went smoothly. I thought I was too young to need life insurance, but you never know what's around the corner!

   almost 2 years ago

1. Alice Thatcher ★★★★★

   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!

   almost 3 years ago
2. Maddi Bridgeman ★★★★★

   I contacted Excaliber to renew my mortgage. Within minutes of my email request Calum was in contact. His communication skills and knowledge were excellent and I have to say the whole process was quick, efficient, and completely painless. I highly recommend Calum and he is an absolute credit to Excaliber Associates !!

   almost 3 years ago
3. Ian Meldrum ★★★★☆

   We have found all the members of staff very friendly and helpful. We have been dealing with Excaliber for several months sorting variety of issues including pensions, wills, power of attorney and other advice. Initially we were unsure of approaching a financial adviser but Stella and all the other members of staff made us feel very comfortable.

   almost 3 years ago

1. David Hilling ★★★★★

   Many thanks to Calum for his work involving organising a number of remortgages for our property portfolio. He has worked diligently to find us the best deals having listened to and understood our personal requirements. He is very punctual in his replies to emails or to return calls if he's not available at the time. He is personable and easy to talk to and is very helpful. It has been a pleasure to have him act on our behalf as part of Excalbur Financial Services.

   almost 3 years ago

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