About Excel Management

We’re here to help clarify the complexities of wealth, lighten the burden of managing it and – most of all – explore its endless possibilities.

Our culture is not negotiable. It is our source of strength in tough times and it gives us the necessary humility in good times. Our philosophy is to help you build an offshore investment portfolio to support your lifestyle and ambitions and we work to achieve a lasting relationship based on confidence, trust and discretion.
  • Mission statement

    Mission statement

    Excel Management is an independently owned firm which offers portfolio management services to retail clients. Within our advisory service we offer advice on a wide range of investments including shares, corporate bonds, gilts and managed funds.

    Our advisory service would be recognised by the FCA as a restricted service as we do not offer advice on the whole of the financial planning market which includes products such as life policies and personal pension schemes.

  • Values & Principles

    Values & Principles

    Our core values underpin all aspects of our wealth management proposition. By remaining focused on these values, we strive to deliver appropriate market-leading wealth management solutions to our valued clients.

    Our Focus Is You

    The focus of our business is you. The services we offer, the way we work down to the smallest detail are aimed at helping you manage your portfolio to enjoy life and provide the future you and your loved ones deserve.

    Financial freedom

    Our job is to listen to your wants and needs and then present you with the stock options that best fulfill your dreams and ambitions.

    Independence

    This firm is not affiliated with any financial or investment institution. This firm does not have referral or financial arrangements with other brokers or dealers. You have the reassurance of knowing that we have no ties to any fund managers, banks or financial institutions and our advisers are free to search across a wide range of the market to find the products and services that suit you.

    Being completely independent from any bank or parent company means we are free to respond, quickly, to any changes in the financial landscape … an advantage over larger financial institutions. Our approach is founded upon providing impartial advice and thought.

    Forward-thinking

    By focusing on our clients investment expectations, we want to ensure that our clients’ hard-earned money works hard for them.

    Service-focused

    We believe that every client deserves the assistance of a trained financial professional. That’s why we recruit highly ethical brokers, accounting and tax professionals to become Excel Management Advisors. They’re the Heart of our Business.

    Our consultants, client support and administration teams liaise closely to ensure that client appointments and reviews run smoothly, policy administration is processed quickly and that clients’ funds are managed effectively.

    Understanding what matters to our clients – regular contact, being available to help and protecting their investments – ensures our service levels are second to none.

  • Our people

    Our people

    Excel Management is an independently owned firm which offers portfolio management services to retail clients. Within our advisory service we offer advice on a wide range of investments including shares, corporate bonds, gilts and managed funds. Our advisory service would be recognised by the FCA as a “restricted” service as we do not offer advice on the whole of the financial planning market which includes products such as life policies and personal pension schemes.