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Xcelsior offers professional estate planning services and accounting services tailored to your individual requirements. We understand everyone is different, so we provide a holistic approach, listening to your needs and customising our services to your requirements to protect wealth for you and the next generation.
Verified business
21 customer reviews
Brenda
Wills and Estate Planning
I found them helpful and informative. Loved the fact they did home visits which made the experience more relaxing and easier. Prepared my Will and 2 Power of Attorney applications for me at a good price. Very good service. More...
Reply from Xcelsior Ltd
Thank you for you 5* Review Brenda. We were delighted to be able to assist you
Sheila LeMare
Wills and Estate Planning
Clear and concise. Knowledgeable and able to answer all my queries
Colin Brignall
Anyone wishing a Will Writing. Power of Attorney, Probate etc. service then Xcelsior is the go to company for you. Very friendly, personal service which fee-wise is very competitive. I can thoroughly recommend.
Reviewed on Google Maps
millie hennessy
Reviewed on Google Maps
Eleisha White
Highly recommended, very friendly and knowledgeable! Thanks to Stacie and Darryl for being so helpful.
Reviewed on Google Maps
NJ
Professional, reliable and very helpful. We are a fast paced recruitment business and have been very happy with the service we’ve received
Reviewed on Google Maps
Amanda Glover
I can highly recommend Xcelsior for any Power of Attorney documentation. The service I received was competively priced, gave efficient, friendly customer service in that Darren, one of the two partners in the firm travelled to visit my home and guide me through the paperwork. Stacie , the other partner was efficient, and helpful in giving immediate response to my questions. A first rate firm which I would not hesitate to use again. More...
Reviewed on Google Maps
James Millard
Darryl & Stacey were really helpful when we had to get a last minute will and testament in place for my dad.Although it was a Sunday I was sent through the necessary form to fill out and the process was all completed the next day. Thank you both and would highly recommend using Excelsior More...
Reviewed on Google Maps
John Gordon
I have been extremely pleased with the way Xcelsior have dealt with my Power of Attorney. They have been very friendly and professional, and a pleasure to to deal with. I would highly recommend them. Thank you Xcelsior. More...
Reviewed on Google Maps
Steve Martin
I was very pleased with the service. My chosen powers of attorneys both missed signing one section of the form, but it wasn't deemed an issue and luckily Xcesior staff were very understanding and patient.
Reviewed on Google Maps
Mrs Ann M Letherbarrow
Wills and Estate Planning
quick efficient and very informative
Alan Joyce
Darryl and Stacie was very professional, knowledgeable and helpful for are financial requirements and would recommend them.
Reviewed on Google Maps
robert muschamp
Very professional and extremely friendly service, offered us great advice and never felt pressured into any decisions, would definitely recommend,
Reviewed on Google Maps
Ron Muschamp
I recently had my estate and will sorted by Xcelsior Ltd, Darryl and Stacey give you the personal touch, I’m very happy with how they work, they now there job very well, other members of my family also use them and are extremely happy with there service, would thoroughly recommend.
Reviewed on Google Maps
eric
Always very helpful and explained all the LPA details for us and our family...if we have any future needs...we will contact you first. Thanks to all..Ann and Eric Melton
Reviewed on Google Maps
Nino
We needed a power of attorney urgently for my uncle. Darryl visited us in the hospital the next day and completed the paper work.
Isabel Holmes
I visited Xcelsior’s office and was able to reduce my IHT for my children with the correct planning and through a trust, but keeping my income on my rentals. Overall and professional educational service. Thank you More...
Derek Jones
Xcelsior were able to reduce our inheritance for our children. By gifting our rentals to our children but still keeping the rental/income for ourselves. A professional services!
Denise Maynard
We had to sell my mothers home to pay for care. Darryl explained how we could protect our own property, which we were happy to use their services.
Tom Wheeler
We are an unmarried couple with children, and Darryl informed us of the risks and potential inheritance tax. With the correct planning and Will with Trust, Darryl was able to reduce the risk for us and our children.
Darryl Johnson
A** service, the consultant was professional and highly knowledgeable on Will writing and estate planning.
What do you love most about your job?
I love helping people feel organised, supported, and reassured, whether that’s by bringing clarity to their finances or peace of mind to their future plans.
What inspired you to start your own business?
I was inspired to start my own business after seeing how much difference clear, honest advice and a personal approach can make. I wanted to build something that truly puts people first, giving clients confidence, trust, and peace of mind rather than a one-size-fits-all service.
Why should our clients choose you?
We care passionately about our clients, and even the smallest details matter to us. Whether we’re helping you plan for the future through estate planning or supporting your business with reliable, accurate bookkeeping, our priority is to give you clarity, confidence, and peace of mind. Our mission is to provide a high-quality, personal service you can trust, knowing your personal and financial affairs are in safe hands.
Can you provide your services online or remotely? If so, please add details.
We offer free consultations in either person, over the phone or video call. During the consultation we will go through your requirements and talk about the options available to you.
What changes have you made to keep your customers safe from Covid-19?
To keep our customers safe from Covid-19 we can undertake our work online and remotely. If face to face meetings are required advisors are required to wear facemasks and keep a 2 metre distance from the customer.
Will Writing
A Will makes inheritance a far quicker process and means your loved ones won’t have to wait longer than necessary to receive money. Without a Will your estate will be distributed according to the Laws of Intestacy.
Family Protection Trust
Protect your assets in your lifetime & ensure your estate is securely & safely passed on.
Lasting Power of Attorney
There may come a time in your life when you are unable to manage your financial affairs or personal welfare, owing to some form of incapacity, and you will need someone to act on your behalf. A Lasting Power of Attorney will ensure your wishes are carried out by those you trust.
Bookkeeping
Accurate, up-to-date bookkeeping in Xero to keep your financial records organised and compliant. I handle day-to-day transactions, bank reconciliations, and expense tracking so you always have a clear picture of your business finances.
VAT Returns
Preparation and submission of VAT returns in line with HMRC requirements. I ensure accuracy, correct VAT treatment, and timely filing, helping you avoid penalties while maximising eligible VAT reclaims.
Payroll
End-to-end payroll services to ensure your team is paid accurately and on time. This includes payslips, RTI submissions, pension contributions, and compliance with HMRC regulations.
Monthly Management Pack (P&L, Balance Sheet, Key Notes)
A comprehensive monthly management pack including Profit & Loss, Balance Sheet, and tailored commentary. This gives you a clear understanding of your financial position, highlights key movements, and supports strategic planning and growth.
