Excalibur Wealth Management
Excalibur Wealth Management have providing financial services for over 20 years and deliver broad based advice, mainly to directors, professionals, retired and elderly/vulnerable clients helping them with practical solutions to the financial issues that concern them the most. Chartered Financial Planner and a Member of the Society of Later Life Advisers. The advice covers all areas of wealth management, including retirement planning, wealth protection, investment planning, and long term care planning. Excalibur Wealth Management is a trading name of Versura Ltd. Excalibur Wealth Management is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. SJP Approved 10/11/2025
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