Exley Financial Planning
Monkswood, Monmouthshire, United Kingdom
About Exley Financial Planning
Exley Financial Planning is a prominent establishment located in the picturesque town of Monkswood, Usk NP15 1QE, United Kingdom, which specializes in providing comprehensive financial planning solutions to individuals and businesses alike. As a finance and insurance agency, Exley Financial Planning has built a reputation for delivering tailor-made financial plans tailored to the unique needs and goals of each client.
At Exley Financial Planning, we firmly believe that financial planning should be a journey towards financial freedom and a less stressful future. Our team of highly experienced financial advisors are dedicated to helping clients explore smart investment strategies, tax-efficient savings options, effective risk management and insurance plans, and other financial products that complement their lifestyles and aspirations. Our top priority is to empower clients to make informed financial decisions that perfectly align with their financial goals and milestones.
As a point of interest, Exley Financial Planning is located in a convenient location that provides easy access to our clients, making it possible for them to visit our offices at their convenience. We offer a friendly and welcoming environment where clients can feel comfortable discussing their financial plans and needs with our team of experts. We take the time to understand our clients' goals and aspirations before identifying the ideal financial products and investment opportunities that best suit their specific needs. At Exley Financial Planning, we are dedicated to building long-term relationships with our clients and delivering exceptional customer service that exceeds their expectations.
Overall, whether you are an individual looking to secure your financial future or a business owner seeking strategic financial planning advice, Exley Financial Planning is the ideal partner for navigating the complexities of the financial world. Our tailored solutions and personalized approach have helped countless clients achieve their financial goals, and we are excited to help many more on their path towards financial freedom.
Photos of Exley Financial Planning
Ty Mwnt, Monkswood, Usk NP15 1QE, United Kingdom
Opening hours of Exley Financial Planning
Monday:
08:30 - 18:00
Tuesday:
08:30 - 18:00
Wednesday:
08:30 - 18:00
Thursday:
08:30 - 18:00
Friday:
08:30 - 18:00
Saturday:
09:00 - 12:00
Sunday:
Day off
Reviews of Exley Financial Planning
"Chris was referred to my wife an i by a neighbour. Despite conducting all communication online (emails/MS Teams calls) at all times Chris has remained personable and responsive. My wife and i are far from experts in this field but Chris' calming approach to the process has been most reassuring and would strongly recommend his services to others. Thanks Chris."
"We recently used Exley Financial Planning (Chris) for our mortgage and they were so professional, efficient and listened to our every need. We got some very good advice and felt confident that they had our interests at heart. I would use Exley Financial Planning again for anything finance related, and feel relieved we've now got someone who takes us through documents and processes (most of which are fairly confusing!), step-by-step. Thanks Chris!"
"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."
"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!"
"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."
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