About Exley Financial Planning
Exley Financial Planning is a family run business. Peter and son, Chris deal with all aspects of financial advice. The business is run from a small office located near the village of Usk, South Wales.
Our primary focus is on ensuring our clients receive the best quality, informed, professional and down-to-earth advice. That is why we commit fully to our advice processes and practices being assessed on an ongoing basis by Openwork, one of the UK's leading financial advice network's. This oversight is the best way for us to ensure we meet and exceed rigorous standards set out by our regulator - the Financial Conduct Authority.
We know that providing the best advice is just the start. We do everything we can to make your experience with us exceptional. Your adviser will be fully accountable for your entire financial plan, from your mortgages to your pension. This ensures we can provide a personal, consistent and efficient service.
The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.
Your home may be repossessed if you do not keep up repayments on your mortgage
Peter has been a financial advisor for over 25 years, giving advice to both new and existing clients.
Peter previously worked under the banner of Allied Dunbar and Zurich Advice Network before forming part of the Openwork group in 2005.
Chris started his career in the legal industry. After several years he made the move to financial services and has gathered a range of qualifications.
Chris joined Peter's practice in 2015 to help with increasing demand and now advises clients holistically across all aspects of the financial lifecycle.