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Excel 121 Ltd
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4 Balfe Mews

Old Farm Park

Milton Keynes

MK7 8QR

Qualifications & specialities
Confirmed Independent
Cash flow planning specialists
Investment specialists
Retirement planning specialists
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Face to face
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Offers percentage based fee services

Excel 121 Ltd

Financial Advisers based in Milton Keynes

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Our Advisers

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Peter Engledow

Services we can advise you on

Pensions & retirement
Investments
Tax & trust planning
Insurance & protection
Mortgages
Long term care
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Appointed Representative

An Appointed Representative (AR) is a firm or person who runs regulated activities and acts as an agent for a firm we directly authorise. This firm is known as the ARs 'principal'.

There must be a written contract between the principal and the AR documenting the arrangement

The principal takes full responsibility for ensuring that the AR complies with FCA rules.

Principal firms make sufficient checks on the firm or individual to ensure they are financially stable and competent.

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All financial advice firms displayed are provided by the Financial Conduct Authority (FCA), meaning they are authorised and regulated at the time of the last data feed.