About Us
- Wales based - we work tirelessly to get you the right deal.
- We've helped hundreds like you secure their dream home and invest their money wisely.
- 5* rated and 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.
YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.
Get in touch
Our People:
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.
Buy a Home
Looking to buy a home in Cardiff, Usk or further afield?, we are on hand from your first search on RightMove to the day you pick up your keys to your dream home.
Remortgage
A remortgage can be stressful and confusing. You can rely on our us to get you the right deal without the stress.
Plan for Retirement
Our Wales based team can help you get the retirement you want, without sacrificing your lifestyle in the interim.
Get Financial Advice
If your case is a little more complex, we have over 25 years of experience, so we’ll help you make the right choices.
What people are saying:
H T
2 years ago
Where can I start found cris online watched all his videos ticked all my boxes Super friendly super talented always on time gets things done on time always available helps in every way possible not greedy on costs professional this is the start to all my financial works great man 👍🏻
N M
2 years ago
Chris is a great guy. Have tons of knowledge about taxes and investment strategies.Definitely recommend to all ☺️
sam tapsell
3 years ago
Chris has been super helpful, always provided honest advice tailored to my situations. Highly recommend!
Ann-Marie Jones
3 years ago
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 Scott
3 years ago
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 Williams
3 years ago
Couldn't recommend a better financial planning advisor.
Chris's help, advice and knowledge base was second to none.
Deborah N
3 years ago
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 Probert
4 years ago
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 Bowler
4 years ago
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 boddy
5 years ago
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 Morgan
6 years ago
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 DC
7 years ago
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.