Your Financial Future, Our Expertise, Together You Achieve
At Excell Partnership, we pride ourselves on being a leading provider of financial planning and wealth management services. Our goal is to help individuals and businesses achieve their long-term financial objectives, providing expert guidance and strategic advice to ensure their financial security.
Our Services
As a dedicated team of professional financial advisers, we offer a comprehensive range of services designed to meet the unique needs of our clients. From financial planning and life and health insurance to savings and investments, business protection, mortgages, equity release, and pensions, we provide tailored solutions to help you achieve your financial goals.
Financial Planning
Our financial planning service is designed to help you make informed decisions about your financial future. Whether you're looking to achieve short-term goals or plan for long-term security, we'll work with you to create a personalized financial plan that takes into account your individual circumstances, risk tolerance, and aspirations.
Life & Health Insurance
We understand that life and health insurance are essential components of a comprehensive financial plan. That's why we offer a range of life assurance, family income benefit, income protection, private medical insurance, and critical illness policies designed to provide peace of mind and financial security for you and your loved ones.
Savings & Investments
Building a secure financial future requires careful planning and investment. We offer a variety of savings and investment products, including capital investment bonds, offshore collectives, junior ISAs, national savings products, endowments, ISAs, equities collectives, unit trusts, OEICs, investment trusts, and fixed-interest investments. Our expert advice will help you make the most of your savings and investments.
Business Protection
As a business owner, you understand the importance of protecting your company's assets and people. Our business protection services include key person share protection, directors' and staff benefits, income protection, employers' liability, relevant life cover, and professional indemnity. We'll work with you to create a customized business protection plan that balances risk with security.
Mortgages
At Excell Partnership, we recognize that mortgages play a critical role in securing your financial future. Whether you're a first-time buyer, looking to remortgage, or require a specialist mortgage, we'll work with you to find the right mortgage solution for your individual needs.
Equity Release
For homeowners over the age of 55, equity release offers a secure and tax-efficient way to access the value of your property. We'll work with you to explore your options, providing expert guidance on lifetime mortgages, home reversion plans, drawdown lifetime mortgages, and home income plans.
Pensions
As a leading pension specialist, we offer expert guidance on national employment savings trust (NEST) occupational pensions, auto-enrolment, annuities, income drawdown, personal stakeholder, state pension, and executive pension plans. We'll work with you to create a personalized pension plan that ensures your financial security in retirement.
Wealth Management
Wealth management is a crucial aspect of financial planning, requiring careful preservation and protection. Our expert team provides relationship management, trust information, and wills, ensuring that your assets are safeguarded and your estate is properly managed.
Taxation
Taxation is a complex and ever-changing landscape, and it's essential to navigate it carefully to minimize any potential pitfalls. Our expert tax advice covers income tax, capital gains tax, inheritance tax, and other taxation-related matters, ensuring that you're fully compliant and maximize your tax efficiency.
Exceptional Service and Expertise
The reviews for The Excell Partnership LLP are overwhelmingly positive, with all five reviewers giving the firm a perfect 5-star rating. The clients praised the mortgage broker services, citing exceptional service, expertise, and professionalism from the team.
Personalized Attention and Support
Rob, Paul, Del, and Rich, the advisors mentioned in the reviews, were all described as knowledgeable, friendly, supportive, and reassuring. They took the time to explain the process, clearly outlining the steps to follow and keeping clients updated throughout the process. The advisors were also praised for going above and beyond to secure mortgages for challenging clients, such as first-time buyers with self-employment income or those with complex bonus and commission structures.
Quick Turnaround and Expert Advice
The reviews highlighted the firm's ability to get mortgage offers out quickly, with one client receiving a survey and mortgage offer within two weeks. The advisors were also praised for their expert advice, providing guidance and reassurance throughout the process.
Recommendations and Loyalty
The clients were so impressed with the service that they would highly recommend The Excell Partnership LLP, with one client stating that they wouldn't have been able to secure a mortgage without the firm's help. The loyalty to the firm is evident, with clients expressing a willingness to use their services again for future mortgage-related needs.
