Company Information

Get to know Excel Wealth

Excel Wealth Management Ltd is a firm of independent, chartered financial planners based in the United Kingdom. The company provides personalized financial planning, investment management, and wealth management services to individuals, families, and businesses. Their mission is to help clients achieve their long-term financial goals through tailored advice on areas such as retirement planning, investments, and estate planning. As an independent firm, they emphasize providing impartial advice that is in the best interest of their clients and are authorised and regulated by the Financial Conduct Authority (FCA).

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Excel Wealth

Australia

Founded in

2016 (10 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.