Mortgage Planning

Exley Financial Planning provides a range of services to clients looking for any type of mortgage advice.

Our advice process begins with a discussion about your objectives including your budget and any long term goals. Once we are clear on your individual requirements, we will hand pick the most appropriate deal for you from the vast number available to us.

We know how stressful trying to secure a mortgage can be, particularly when coupled with the purchase of your family home. We will remain in contact with you all the way until mortgage completion to ensure the process is as stress free as possible. As financial planners, our job doesn't stop at completion - we will be in touch with you prior to your mortgage rate expiring to review your options.

We have strong relationships with local and national lenders - some of whom offer us exclusive rates. We will always discuss the viability of your case with the lender informally before committing you to a full mortgage application.

mortgage is likely to be one of the largest commitments you will make. It makes sense to assess your entire financial plan when choosing a mortgage - particularly taking steps to put in place the correct insurance arrangements. As all of our advisers are qualified to provide insurance, pension, investment and mortgage advice, we can offer a holistic financial review as part of the mortgage planning process.

Please contact us on 01291 671755 or email

We can help with:

Residential Purchase + Remortgage -

 - First Time Buyer, Debt consolidation, impaired credit, shared equity including Help to Buy - 

 - Professional Buy To Let - 

 - Amateur Landlords - 

 - Commercial through a specialist brokerage - 

 - Equity Release - through our partner, Key Partnerships - 

 - Second Charges through a specialist brokerage -

Think carefully before securing other debts against your home. YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE OR ANY OTHER DEBT SECURED ON IT.

You will need to take legal advice before releasing equity from your home as Lifetime Mortgages and Home Reversion plans are not right for everyone

Exley Financial Planning is a credit broker not a lender

Commercial mortgages and some buy to let mortgages are not regulated by the Financial Conduct Authority.

The information on this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Exley Financial Planning is a trade name of Peter John Exley which is an appointed representative of Openwork Limited which is authorised and regulated by the Financial Conduct Authority.