

Personal Financial Services
Excelsior provides individuals with advice and guidance on various financial matters, carried out by professional and licensed financial advisors.
​
We help clients make informed decisions about investments, savings, retirement planning, insurance, and more. Our aim is to help clients achieve financial security and reach their long-term financial goals.
​
We do this by carrying out the following responsibilities:
-
Assessing a client’s financial situation and goals.
-
Developing a customized financial plan based on the client’s needs.
-
Providing recommendations on investment options.
-
Monitoring and managing investment portfolios.
-
Advising on retirement planning and estate planning.
-
Providing guidance on corporate structures.
-
Providing ongoing financial education and support.
​
​
Below is the list of investments and services that we offer:
​
Capital Guaranteed regular savings plans:
Whether to achieve financial goals like children’s education, financial security or simply improve financial habits we have several solutions for different budgets including capital protected plans.
​​​
Direct investments:
We offer various investments with different entry levels:
-
Investment portfolios (stocks, mutual funds, ETFs, structured notes, fixed rates)
-
Corporate bonds
-
Loan notes
​​
Life assurance:
Provide financial protection, peace of mind, and estate planning benefits to your loved ones.
​
UK Mortgages:
We are able to arrange mortgages on UK properties at the lowest interest rates.
​
UK Property:
Invest in buy to let properties throughout the UK. Partial down payment and attractive mortgages available.
​
Superannuation:
We have the capability to service Australian and New Zealand superannuations.
​
And much more:
International healthcare coverage, trusts, international mortgages, offshore bank accounts and company formation. Car and property insurance (Thailand only).