You'll have direct contact with a member of our team. From our office in Usk, Monmouthshire, our advice has helped hundreds of customers throughout the UK make the right financial decisions and realise their goals. We put your money to work, so you can focus on the things that make you tick-whatever they might be.
We're proud to be part of Openwork-one of the largest financial advice networks in the UK. We take a look at your pensions in line with your objectives. We can analyse, manage, consolidate and transfer your pension if it helps achieve your financial goals. We are financial planners. We can review your financial arrangements comprehensively to ensure you're making the most of your money.
We're proud to be part of Openwork-one of the largest financial advice networks in the UK. We take a look at your pensions in line with your objectives. We can analyse, manage, consolidate and transfer your pension if it helps achieve your financial goals. We are financial planners. We can review your financial arrangements comprehensively to ensure you're making the most of your money.
Services
About Us
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I moved to South Wales with my Mum, Lilian, and Dad, Charles, who worked for Martin's Bank in Newport during the 1970s. I now live near the village of Usk in South Wales. I like to prepare for my day with a brisk walk accompanied by my wife, Annette, and two dogs - Molly and Bella. Running my own business means I can take my time talking things through directly with our customers.
Pension Advice
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Exley Financial Planning can help you secure the retirement you want by reviewing, managing, consolidating or transferring your personal pension. Personal pensions are key in determining your quality of life in retirement. To achieve the sort of retirement you want - and avoid the one you don't, keeping track of and monitoring your pensions in line with your goals should be a continuous endeavor.
Mortgages
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As regulated mortgage advisors, we help home buyers and landlords throughout the UK get the home they want without the stress. All from our office in Usk, South Wales. We're on your side from start to finish. We'll guide you through the house buying/remortgage process and help you navigate the agents, solicitors and jargon you'll come up against along the way.
Financial Planning
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Exley Financial Planning are holistic financial planners. Combing expert advice with a selection of financial products, we help people manage their money and achieve their financial goals. Your income, savings, debts and investments all form part of your holistic financial picture. They should all be set up to give you the best chance of achieving your financial goals without substantially impacting your current quality of life.
Insurance
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When you die, your debts don't disappear-responsibility for repaying them passes to someone else. Similarly, if your income stops, or you become seriously ill, life goes on-and you still need cash to pay the bills. Many of us have a partner, children, or someone else that relies on us to get by. Getting the right insurance means they'll be financially secure if your income is disrupted.
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