Excel Wealth

Excel Wealth Management Ltd is a firm of Chartered Financial Planners based in East Yorkshire, UK. The company provides independent, long-term financial advice and wealth management services to individuals, families, and businesses. Their core mission is to help clients achieve their financial goals through personalized strategies covering investment management, retirement planning, inheritance tax planning, and financial protection. As an independent firm, they are not tied to any single provider, allowing them to offer impartial advice from across the entire market. The company is authorised and regulated by the Financial Conduct Authority (FCA).