Helping you achieve your goals through careful financial planning.
Over more than 25 years our advisors have built strong relationships with some of the largest and most successful financial institutions. We help our clients realise their financial ambitions through the creation and implementation of a plan.
Whether your goal is to finally own your first property, retire early or preserve existing wealth for your loved ones, we will provide the guidance you need.
Sometimes events outside of your control can get between you and your financial goals. It's our job to make sure you are prepared for any eventuality.
A family business...
As a small business we are flexible - we offer clients a bespoke service. We always do our best to maintain one point of contact throughout our advice processes. Your financial planner will take ownership of your case from start to finish.
We offer to come out to visit our clients at a place of their choosing, be it their home, their office, or somewhere else. We do not charge extra for this service.
Though we are based in South Wales, we also have reserved access to meeting spaces in Heron Tower in Central London.
...backed by a large network...
All of our advice is guaranteed by Openwork - one of the UK's largest financial advice networks. They review our advice regularly and hold us to the highest standards.
Openwork manage our compliance through the Financial Conduct Authority so we can spend more time with our clients.
Openwork also gives us the bargaining power that we wouldn't otherwise have as a small business. This means we can negotiate exclusive offers and arrangements with some of the largest financial institutions in the world.
...providing a one stop shop for our clients.
Why Choose Exley Financial Planning?
What do our clients say?
Your home may be repossessed if you do not keep up repayments on your mortgage
The value of investments and any income from them can go down as well as up and you may not get back the original amount invested.