Business Details
17 Years
experience
Expert Financial Advice in Chislehurst
The Excell Partnership was established in 2009 to deliver independent financial advice to individual and corporate clients. Our team combines over 83 years of industry experience with prior careers in financial markets and banking. Built on client referrals, our diverse client base reflects our ability to address both straightforward and complex financial needs, from remortgaging to advanced pension planning. Clients benefit from the collective expertise of our partners, ensuring access to tailored solutions across mortgages, investments, retirement planning, insurance, corporate advice, and tax planning.We prioritise client outcomes, leveraging our tenacity and industry knowledge to provide informed, independent guidance. Our advisers hold qualifications covering all major areas of financial planning, ensuring comprehensive support for clients' long-term financial goals.
Services
Financial Planning
Mortgage Advice
Investment Management
Pension Planning
Equity Release
Business Protection
Tax Planning
Wealth Management
Life Assurance
Income Protection
Details
- Year established: 2009
Highlights and features
- We combine 83 years of industry experience with prior financial market expertise.
- Our client base is built on trusted referrals and diverse financial needs.
- Access to collective partner expertise ensures comprehensive financial solutions.
- Tenacious focus on achieving optimal client outcomes through independent advice.
- Qualifications covering all major areas of independent financial planning.
What people say
Honest and truthful
Fantastic mortgage deal
Patient explanations
Best mortgage broker
Expertise in pensions
Services
Financial Planning
Our financial planning service helps clients achieve long-term goals through tailored strategies. We assess individual circumstances to create tax-efficient solutions for savings, investments, and retirement. With expertise in risk management and legacy planning, we ensure financial security across life's milestones.
Mortgage Advice
Specialist mortgage advice covers first-time purchases, remortgaging, and buy-to-let investments. We access 100+ lenders to secure competitive rates, including non-standard cases involving self-employment or complex income structures. Our support spans application to completion.
Pension Planning
Comprehensive pension planning includes workplace schemes, self-invested personal pensions (SIPPs), and executive plans. We optimise tax efficiency while ensuring adequate income for retirement, with expertise in navigating complex pension regulations and consolidation strategies.
Investment Management
We offer bespoke investment solutions across equities, bonds, and collective funds. Our approach balances risk and return objectives, with options for offshore investments and capital protection strategies. Regular reviews ensure alignment with evolving financial goals and market conditions.
Equity Release
Tailored equity release solutions for homeowners over 55, including lifetime mortgages and home reversion plans. We explain costs and implications clearly, ensuring clients understand tax consequences and inheritance impacts while accessing tax-free cash from property equity.
People
Martin Goodey
Independent Financial Adviser
With decades of experience, Martin specialises in pensions and investments. Clients value his patient explanations and ability to create tailored solutions that balance risk with long-term financial goals.
Paul Moyse
Independent Mortgage & Protection Adviser
Paul has helped clients secure mortgages across diverse circumstances, including non-standard cases. His focus on client needs over commission drives recommendations for competitive, suitable mortgage and insurance products.
Brian Robinson
Independent Mortgage & Protection Adviser
Brian specialises in mortgage solutions and protection policies. His expertise in finding optimal deals has helped clients purchase properties and implement financial safeguards for dependants.
Rob Moyse
Independent Mortgage & Protection Adviser
Rob supports clients through the mortgage process with clear communication. His responsiveness and knowledge help first-time buyers and experienced property investors navigate applications efficiently.
Del Finch
Independent Mortgage & Protection Adviser
Del provides mortgage advice with a focus on simplifying complex processes. Clients appreciate his market knowledge and ability to secure competitive deals even with challenging property transactions.
Questions
What financial planning services do you offer?
We provide comprehensive financial planning covering investments, pensions, tax efficiency, and legacy planning. Our advisers create tailored strategies aligned with your specific goals and risk tolerance.
How do you help with mortgage applications?
We access 100+ lenders to find competitive mortgage rates, including for non-standard cases. Our support covers everything from initial advice to application completion and remortgaging.
Are your advisers qualified?
All our advisers hold relevant financial qualifications and have decades of combined experience. We specialise in regulated areas including mortgages, pensions, and investment management.
Can you assist with pension consolidation?
Yes, we help clients consolidate multiple pensions into streamlined schemes. This optimises management while ensuring compliance with tax regulations and retirement income goals.
Do you offer protection insurance advice?
We provide life assurance, critical illness cover, and income protection advice. Our recommendations focus on safeguarding your family's financial security against unforeseen circumstances.
