Excel 121 Ltd is a "Whole of Market" Independent Financial Adviser (IFA) firm, and our consultants are committed to working with clients to help them to identify, prioritise and achieve their key financial goals and objectives.

Based on traditional values, and using technical skills that have been gained over many years of combined experience, Excel 121 Ltd was set up to offer its corporate and individual clients a face to face financial planning service that is complemented by the power and increased efficiencies of leading edge technology.

We are confident that we can deliver true independent advice and a personal service tailored to your needs and requirements.

Why Independent?

As 'Independent' Financial Advisers we act for you. Whatever your requirements we select products from the market place using a detailed research process, combining IT based systems together with our market awareness and experience. Our advice will be confirmed and presented to you in a report confirming your objectives and outlining our recommendations.

An initial consultation is without charge and will establish how to most effectively meet your needs. Contact us today to arrange a meeting.

Our range of advice covers most aspects of personal and corporate financial planning including:

• Full Financial Review for your Family or Business
• Pensions and Retirement Planning
• Life Insurance & Critical Illness Protection
• Income Replacement Plans
• Private Medical Plans
• Savings and Investments
• IHT Planning
• Key Person Protection for Your Business
• Mortgage Arrangement
• Home & General Insurance
• Commercial Insurance Arrangements