About Us

  • Our Wales based mortgage experts work tirelessly to get you the right deal.
  • We've helped hundreds like you secure their dream home and invest their money wisely.
  • Our 5* rated advisers are ready to hear from you today.

Get in touch for an initial fee free, no-obligation chat with an adviser about how we might be able to help.


Get in touch

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How would you like to be contacted?

Our People:

Chris Exley (DipFA, CeMAP)

Chris, a Cardiff local, provides his clients with friendly mortgage and investment advice. He brings his experience in the legal and financial industries to the mix to help you get your mortgage and sort out your finances without worry or stress.

Peter Exley (DipPFS, CeMAP)

Peter has worked in financial services for decades, including with some big names such as Zurich Advice Network. Peter is the resident expert in complex investments, but is also qualified to give mortgage advice. 

Louise Hartree

Louise is our friendly and experienced client relationship manager. She works hard to keep our systems running smoothly and stays in touch with our investment clients regularly with updates and reports.

Circle image Chris Exley with Halo no bg dec2023
Circle image of Peter Exley with Halo no bg dec2023
Circle image of Peter Exley with Halo no bg dec2023


Jargon, gatekeeping and suits.

Financial advice doesn’t have to be this way… 

How about straight forward, accessible and down to earth?

We exist to make sure you get the advice you need to secure the home of your dreams, and eventually, for our financial planning clients, a secure and happy financial future.

We’re not just about products. We work with you to help you understand your financial situation inside out.

Too many of us have no idea where we are on our financial journey, and what we’re capable of achieving.

We want to change that. Armed with the right knowledge, and driven to make the right decisions, we believe anyone is capable of unlocking their financial potential. 

Financial advice shouldn’t be about stress, gatekeeping, jargon and suits, it should be about feeling empowered and confident that you’re making the best decisions for you and your family.

Ready to get started? Book a no obligation discovery call today.

Not ready for advice yet? That’s ok. 

We believe in financial education, not just for our clients, but for everyone.

Our informational videos have been watched 100,000s of times across many social media channels. 

We share our knowledge with no limitations. We hold nothing back and expect nothing in return. 

So take a look and message us if you have any questions.

Buy a Home

Looking to buy a home in Cardiff, Usk or further afield?, Our mortgage brokers are on hand from your first search on  RightMove to the day you pick up your keys to your dream home.

Learn More >>


A remortgage can be stressful and confusing. You can rely on our mortgage brokers to get you the right deal without the stress.

Learn More >>

Plan for Retirement

Our Usk and Cardiff financial advisers can help you get the retirement you want, without sacrificing your lifestyle in the interim.

Learn More >>

Get Financial Advice

If your case is a little more complex, our financial advisers have over 25 years of experience, so we’ll help you make the right choices.

Learn More >>

What people are saying:

sam tapsellsam tapsell
17:17 11 Mar 24
Chris has been super helpful, always provided honest advice tailored to my situations. Highly recommend!
Ann-Marie JonesAnn-Marie Jones
17:47 18 Jan 24
Highly recommend Chris at Exley Financial Planning. He was really helpful and has walked through each stage carefully with patience and helped secure us a better rate on our mortgage.
Jasmine ScottJasmine Scott
20:21 18 Jul 23
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.
Mike WilliamsMike Williams
16:37 18 May 23
Couldn't recommend a better financial planning advisor.Chris's help, advice and knowledge base was second to none.
Deborah NDeborah N
11:41 18 May 23
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.
Jay ProbertJay Probert
12:02 07 Jul 22
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.
Alexia BowlerAlexia Bowler
08:27 25 Apr 22
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!
bethan boddybethan boddy
11:55 08 Mar 22
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 MorganEllen Morgan
08:26 31 Mar 21
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!
Rod DCRod DC
19:42 19 Aug 19
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.

What we’re talking about: