Mortgages

Mortgages are loans which are intended to help buyers purchase residential property. When you take out a loan, the lender charges...

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Life & Health Insurance

This is cover that pays out on death. It can pay out as a lump sum, or as income for the remainder of the policy term. Cover can last...

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Pensions & Investments

A well prepared pension plan which is regularly reviewed should go some way to providing you with a reasonable level of income in your...

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Equity Release

If you're over the age of 55, equity release offers you a way to use the value of your home to raise money. Equity release has to fit...

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Your home may be repossessed if you do not keep up repayments on your mortgage.

Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

Welcome to The Excell Partnership LLP, Independent Financial Advisers in Chislehurst, Kent

The Excell Partnership was formed in 2009 to provide professional and personable independent financial advice to our individual & corporate clients.  The partners boast over 83 years industry experience combined with prior careers in financial markets and banking.

Our client base has been built upon referrals culminating in a very diverse client bank.  As a result we are equally proficient advising clients on simple re-mortgage solutions to equity release schemes and highly complex pensions. 

Becoming a client of The Excell Partnership will mean that you will not only benefit from independent advice and the professional experience of your personal adviser but also have access to the experience and expertise of the other partners of the practice.  
 
The advisers within The Excell Partnership have qualifications and experience that cover all of the main areas of Independent Financial Planning including Mortgages, Investments, Retirement Planning, Insurance, Corporate Advice and Tax Planning.
 
We are tenacious in our desire to get the best possible outcome for our clients and we would welcome any prospective clients to put us to the test.

Call us today on 020 8468 1035 or complete our short enquiry form by clicking on the form button below and we'll be pleased to help you.

GENERAL ENQUIRY FORM

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  • Mr Martin Goodey of the Excell Partneship has been my IFA for numerous years, he has always advised me wisely and understands the need in later life not to make risky investments whilst still  managing to invest my pension beneficially . Over the years since i have known Martin we have become friends and our relationship has grown to where we are today. I can seriously reccomend Martin to others as i have found him to be honest and truthful.

    Mr I.Chelmsford

  • I would like to express my thanks for the work Martin has done on my pensions. Since Martin started handling my affairs on this matter he has particularly reassured me of my feeling of certainty in the absolute integrity of his dealings with me.

    Mr W.Swick

  • I have arranged all of my mortgages and insurances via Paul for many years now. He has always delivered, even when I have thrown him a curve-ball or two! His advice has always been about what is best for me as the client not what would make him the most money; and as such his input been invaluable over the years in terms of my personal and business requirements.

    Mr S.Revell

  • Buying a property is incredibly stressful, and for someone without a financial background securing a mortgage felt like the most confusing part. A colleague of mine recommended Paul Moyse from The Excell Partnership and he didn't disappoint. Paul was great, he took the time to make sure I understood the whole process and was always willing to explain things until I was completely comfortable. Patient, extremely knowledgeable and with a lot of humour - Paul is exactly the type of person you want working on your behalf.  Thanks Moysey!!

    Ms T.Roche

  • I was introduced to Paul Moyse by a friend who had previously successfully used the ExcelPartnership and we visited him at the Bromley office. We explained the complexity of our Mortgage requirements relating to my age, the fact I had another property with my ex partner and a mix of contract and employed work over the last 5 years making me non standard. Paul quickly helped us fill in some forms, took details and provided over 100 lenders only 5 of whom would lend.

    Mr J.Black

  • We are so thankful to have found Brian. A few years ago he helped us obtain a mortgage and yet again he has proven to be the best. He managed to find the best mortgage deal that suited our circumstances and needs which enabled us to buy a second property. We would definitely recommend his service. He was always on hand to answer queries and would respond promptly - very professional and efficient.

    Mr & Mrs.Jordaan

  • I have been dealing with Brian Robinson for over 5 years now, and he has been both informative and professional throughout, so much so I recommend him to all my clients through my own business in Estate Agency.  He is always available and nothing is too much for him, plus his knowledge is second to none and I have dealt with many advisors in the past 30 years.  Thank you for all you advise Brian its much appreciated.

    Mr R.Munro

  • I am fortunate to have Martin Goodey as my Financial Advisor. He is extremely patient in explaining, in detail, the intricacies of the various products that I have bought or invested in over the years via him.

    On each occasion has introduced me to the financial product which precisely fulfils my specific requirements.

    It’s clearly vital to have confidence in your Financial Advisor and I trust Martin Goodey explicitly, his advice has always proved to be first class.

    Mr P.Rayner