Ltd
Milton Keynes, United Kingdom (UK) · Finance and Banking
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#financial planning
#retirement
#investments
#life insurance
#long term care
#equity release
#general insurance
#income protection
#inheritance tax planning
#shareholder protection
Ltd is a Finance and Banking company based in Milton Keynes, United Kingdom (UK), founded in 2006, with 2-10 employees. Ltd's profile is verified on Enterprise League.
Overview
Our commitment to transparency and independence ensures that we always act in our clients’ best interests, selecting products and services from a wide range of reputable providers. We pride ourselves on building long-term relationships based on trust and delivering clear, jargon-free guidance. Excel 121 Ltd assists with pension planning, life assurance, income protection, investments, mortgages, and inheritance tax planning, supporting clients through all stages of life.
We are Chartered Financial Planners, demonstrating our commitment to professional standards and ethical conduct.
Contact Details
Milton Keynes, United Kingdom (UK)
Founded
2006
Company Type
Private Limited Company
Employees
2-10
Categories
Keywords
#financial planning
#retirement
#investments
#life insurance
#long term care
#equity release
#general insurance
#income protection
#inheritance tax planning
#shareholder protection
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