Exley Financial Planning - Usk

Address: Ty Mwnt, Monkswood, Usk NP15 1QE, United Kingdom.
Phone: 1291671075.
Website: exleyfinancialplanning.co.uk
Specialties: Mortgage broker, Financial planner, Insurance broker.
Other points of interest: Online appointments, Onsite services, Language assistance, LGBTQ+ friendly, Appointment required.
Opinions: This company has 22 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Exley Financial Planning

☎️1291671075

⏰ Open Hours of Exley Financial Planning

Monday: 8:30 AM–6 PM
Tuesday: 8:30 AM–6 PM
Wednesday: 8:30 AM–6 PM
Thursday: 8:30 AM–6 PM
Friday: 8:30 AM–6 PM
Saturday: 9 AM–12 PM
Sunday: Closed

Introduction to Exley Financial Planning

Exley Financial Planning, located at Ty Mwnt, Monkswood, Usk NP15 1QE, United Kingdom, is a highly-regarded financial services firm that offers a comprehensive range of solutions to meet the diverse needs of its clients. With a dedicated team of experts, Exley Financial Planning is committed to providing personalized, efficient, and reliable services to help individuals and businesses achieve their financial goals.

Location and Contact Information

Conveniently situated in Usk, Exley Financial Planning is easily accessible for those in the surrounding areas. To get in touch with the team, you can call them at 1291671075 or visit their website at exleyfinancialplanning.co.uk. The firm is known for its exceptional customer service, and their friendly staff is always ready to assist you with any inquiries or concerns.

Specialties and Services

At Exley Financial Planning, the team specializes in various areas of financial planning, including mortgage brokering, financial planning, and insurance brokering. They understand the unique challenges and opportunities faced by their clients and strive to offer tailored solutions to address their specific needs. Some of the key services provided by the firm include:

Mortgage Broker
Financial Planner
Insurance Broker

Points of Interest

In addition to their core services, Exley Financial Planning goes above and beyond to ensure a seamless experience for their clients. They offer online appointments, onsite services, language assistance, and are LGBTQ+ friendly. Appointments are required, highlighting their commitment to personalized attention and service.

Client Testimonials and Reviews

Exley Financial Planning has garnered a stellar reputation among its clients, with a robust 22 reviews on Google My Business. The firm consistently receives high praise for its professionalism, expertise, and exceptional service. One notable testimonial states, "Chris is not only friendly but also highly professional. He consistently made himself available to address my queries and concerns, making the mortgage process less stressful." Another client highlights how the firm secured them the best available mortgage rate, demonstrating the team's expertise and dedication to finding the most favorable terms for their clients.

With an impressive average rating of 5/5, it is clear that Exley Financial Planning is a trusted and reliable choice for anyone seeking financial planning services. Their commitment to excellence and personalized attention sets them apart from competitors and builds lasting relationships with their clients.

Final Recommendation

If you are seeking a mortgage broker, financial planner, or insurance broker who is personable, skilled, dedicated, and capable of delivering results, look no further than Exley Financial Planning. Their comprehensive range of services, combined with their commitment to customer satisfaction, make them the ideal choice for anyone looking to achieve their financial goals. To learn more about their offerings and how they can assist you, visit their website at exleyfinancialplanning.co.uk or contact them directly at 1291671075. Don't hesitate to take the first step towards securing your financial future with Exley Financial Planning today.

👍 Reviews of Exley Financial Planning

Alison S.

5/5

Chris is not only friendly but also highly professional. He consistently made himself available to address my queries and concerns, making the mortgage process less stressful.
In an economic climate where securing a favourable mortgage rate can be daunting, Chris proved his expertise by securing me the best rate available.
I wholeheartedly recommend Chris to anyone seeking a mortgage broker who is not only personable but also skilled, dedicated, and capable of delivering results. Thank you, Chris, for your invaluable support and assistance!

Jasmine S.

5/5

I’ve had the pleasure of working with Chris now for over 6 years. He’s arranged my last three mortgages for me successfully. I’ve always found Chris to be highly efficient, and clear and open in all of his communications. He’s also taken the time to explain my options and be at the end of a phone. I trust him implicitly and would recommend him to anyone looking for sound financial advice and support regarding money matters.

Deborah N.

5/5

Chris was outstanding. His service was attentive, comprehensive and he displayed an impressive knowledge of his field. He was always easy to contact, friendly and returned calls and messages promptly. His help was invaluable. We are incredibly grateful for all his assistance and wouldn't hesitate to recommend him to others.

Annie O.

5/5

Chris has been absolutely wonderful in helping me with my mortgage. My personal situation was quite a difficult one, in trying to secure a re-mortgage, but Chris has been excellent in explaining everything to me, helping me understand the process, and ensuring I got the best mortgage deal I could get.
He has been extremely patient, kind and caring throughout the whole process and I couldn’t ask for better service. If I ever called or emailed him, the turnaround on answers was extremely quick. A truly lovely guy to deal with, 10 out of 10 service and would highly recommend to anyone.

Rod D.

5/5

Chris has been absolutely fantastic in helping us secure our mortgage offer.

Our own situation was a bit more complex due to work and contracts but Chris has worked extremely hard to find us a mortgage that suits us.

The quality of service has been top notch from the first meeting. Communication has been excellent and we have been constantly updated on the situation and progress of all processes.

It has been so worth employing the services of Exley and I cannot recommenced the service more.

bethan B.

5/5

Fantastic service from Chris.

Chris helped me with the process of getting my mortgage from start to finish. As a first time buyer, I was clueless. Having Chris help me made the process a lot easier and he was able to explain information to me that I was unsure off.

I highly recommend this company to anyone, especially first time buyers.

Ellen M.

5/5

I can’t thank Chris enough for all his help throughout my purchase. It hasn’t been an easy process buying my first home during a pandemic, but Chris made securing a mortgage a breeze! Chris is very knowledgable and was honest with me from the outset about what was affordable for me and the mortgages available. It has been a long process for me, but Chris is always available on the other end of the phone to answer any questions I had and kept me updated every step of the way. Brilliant service, I would highly recommend! Thank you Chris!

Nia J.

5/5

Chris helped us buy our first house and was absolutely amazing when we didn’t have a clue! Chris was always at the end of a call/text for and query throughout, we have been in for over 6 months now so no longer work with Chris directly but he has continued to help us with situations that have come up since.
Would definitely recommend these to anybody- we know we have somebody that we can use for life which eases a lot of stress!
Made an exciting but stressful journey so much easier.