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Yvonne Taylor

The People Connector

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Excel 121 Ltd

They are Independent Financial Planners and they always act for you. Whatever your requirements they select products and solutions from the marketplace using a detailed research process, combining IT-based systems, together with their market awareness and experience.

Their advice and recommendations will be confirmed and presented to you in a written report as well as in person.
At Excel they pride ourselves in offering unbiased independent financial advice to both corporate and individual clients, and are happy to do so at any of their offices, your place of work, or in the comfort of your own home.

When do you want to retire and how much income will you need?

How much cash would your family need to maintain their current lifestyle if you die prematurely?
Would you require a regular income or a cash sum if you suffered a serious illness or disability?
Are you making the best use of any spare capital or surplus income?
Do you want to reduce your current mortgage outlay or are you moving home?
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Since being self-employed I have seen first-hand how important it is to be a part of a community with like-minded businesses.

So by being involved with networking groups I have seen that businesses flourish by meeting with like-minded business owners and forging alliances; thus the business is generated and long term relationships are made.

Ultimately businesses generate more business by getting HOT referrals from one another and your business gets more exposure.

By attending these meetings you get specialist advice from specialists in their respective field via speaker slots and learn from one another.

I get a big kick out of seeing Businesses grow and relationships made.

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