Excaliber Associates

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.

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!

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.

Calum helped me sort my life insurance and provided a 5 star service. He had fantastic knowledge of the market and provided me with a range of options in a timely manner following our consultation. He made the process much easier and I will definitely be using his services for my financial needs in the future.

Calum & Excaliber helped us secure our buy to let mortgage and he was on the case and on our side every step of the way. Really knowledgeable and extremely responsive throughout the whole process chasing up lenders and solicitors on our behalf. Thanks to his hard work we were able to navigate some sticky situations very smoothly and got the purchase completed in great time. Highly recommended and will be using them again for our portfolio!