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    • Financial Planning
      • Introduction to Financial Planning

      Financial Planning

      Professional financial planning is the process which aims to help you realise your ambitions - whatever they may be. As professional financial advisers we can help you make informed decisions about your financial future, in the short, medium and long term.

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    • Life & Health Insurance
      • Why Protection is Important?
      • Life Assurance
      • Family Income Benefit
      • Income Protection
      • Private Medical Insurance
      • Critical Illness

      Life & Health Insurance

      There are events we can all face that have the potential to wreck lives and families. It’s a difficult issue to think about, but imagine the impact on you and your family

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    • Savings & Investments
      • Introduction to Savings & Investments
      • Capital Investment Bonds
      • Offshore Collectives
      • Junior ISAs
      • National Savings Products
      • Endowments
      • ISAs
      • Equities
      • Collectives
      • Unit Trusts
      • OEICs
      • Investment Trusts
      • Fixed Interest Investments

      Savings & Investments

      There are many different ways to save, but whichever way you choose, the general idea is the same: to build up some money - savings - that can be used.

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    • Business Protection
      • Introduction to Business Protection
      • Key Person
      • Share Protection
      • Directors' & Staff Benefits
      • Income Protection
      • Employers' Liability
      • Relevant Life Cover
      • Professional Indemnity

      Business Protection

      Every business needs to protect itself. For most businesses the most valuable asset it has is its people. Without them, a company’s survival could be at serious risk.

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    • Mortgages
      • Introduction to Mortgages
      • Mortgage Repayment
      • First Time Buyer
      • Remortgaging
      • Standard Variable Rate Mortgages
      • Fixed Rate Mortgages
      • Tracker Mortgages
      • Cashback Mortgages
      • Offset Mortgages
      • Second Charge Mortgages
      • Buy to Let
      • Self Build Mortgages

      Mortgages

      A mortgage is a ‘secured’ loan, which means that the loan is secured against the property being purchased until the mortgage is paid off.

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    • Equity Release
      • Introduction to Equity Release
      • Types of Equity Release
      • Lifetime Mortgage
      • Home Reversion Plan
      • Drawdown Lifetime Mortgage
      • Home Income Plan
      • Costs

      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.

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    • Pensions
      • Retirement Planning
      • National Employment Savings Trust (NEST)
      • Occupational Pensions / Auto Enrolment
      • Annuities
      • Income Drawdown/Unsecured Pension
      • Personal
      • Stakeholder
      • State Pension
      • SSAS
      • SIPP
      • Executive Pension Plan

      Pensions

      When you retire you still need food and shelter as an absolute minimum, but of course you will want to maintain the lifestyle to which you have become accustome...

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    • Wealth Management
      • Introduction to Wealth Management
      • Relationship Management
      • Trust Information
      • Lasting Power of Attorney
      • Wills

      Wealth Management

      Wealth, just like your health, must be carefully preserved. Your assets need to be protected against the potential threats of erosion by taxation, the effects of inflation and investment risks.

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    • Taxation
      • Introduction to Taxation
      • Income Tax
      • Capital Gains Tax
      • Inheritance Tax

      Taxation

      Most of us face being taxed on our income, our capital gains, and in some circumstances the value of our estate when we die.

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    • General Enquiry
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    • Mortgage Enquiry
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  • Contact Us
  • Main Menu

  • Home
  • About Us
  • Services
    • Financial Planning
      • Introduction to Financial Planning
    • Life & Health Insurance
      • Why Protection is Important?
      • Life Assurance
      • Family Income Benefit
      • Income Protection
      • Private Medical Insurance
      • Critical Illness
    • Savings & Investments
      • Introduction to Savings & Investments
      • Capital Investment Bonds
      • Offshore Collectives
      • Junior ISAs
      • National Savings Products
      • Endowments
      • ISAs
      • Equities
      • Collectives
      • Unit Trusts
      • OEICs
      • Investment Trusts
      • Fixed Interest Investments
    • Business Protection
      • Introduction to Business Protection
      • Key Person
      • Share Protection
      • Directors' & Staff Benefits
      • Income Protection
      • Employers' Liability
      • Relevant Life Cover
      • Professional Indemnity
    • Mortgages
      • Introduction to Mortgages
      • Mortgage Repayment
      • First Time Buyer
      • Remortgaging
      • Standard Variable Rate Mortgages
      • Fixed Rate Mortgages
      • Tracker Mortgages
      • Cashback Mortgages
      • Offset Mortgages
      • Second Charge Mortgages
      • Buy to Let
      • Self Build Mortgages
    • Equity Release
      • Introduction to Equity Release
      • Types of Equity Release
      • Lifetime Mortgage
      • Home Reversion Plan
      • Drawdown Lifetime Mortgage
      • Home Income Plan
      • Costs
    • Pensions
      • Retirement Planning
      • National Employment Savings Trust (NEST)
      • Occupational Pensions / Auto Enrolment
      • Annuities
      • Income Drawdown/Unsecured Pension
      • Personal
      • Stakeholder
      • State Pension
      • SSAS
      • SIPP
      • Executive Pension Plan
    • Wealth Management
      • Introduction to Wealth Management
      • Relationship Management
      • Trust Information
      • Lasting Power of Attorney
      • Wills
    • Taxation
      • Introduction to Taxation
      • Income Tax
      • Capital Gains Tax
      • Inheritance Tax
  • Testimonials
  • Market Data
  • Enquiry Forms
    • General Enquiry
    • Investment Enquiry
    • Mortgage Enquiry
    • Pension Enquiry
    • Protection Enquiry
  • Contact Us

Give us a call on 020 8468 1035 or drop us a message

Contact Us Today

Team Members

Advisers:

Brian Robinson
Independent Mortgage & Protection Adviser

e:  brian@excellpartnership.co.uk
m: 07989 438219

Martin Goodey
Independent Financial Adviser

e:  mg@excellpartnership.co.uk
m: 07950 034306

Paul Moyse
Independent Mortgage & Protection Adviser

e:  moysey@excellpartnership.co.uk
m: 07961 751198

Rob Moyse
Independent Mortgage & Protection Adviser

e:  robmoyse@excellpartnership.co.uk
m: 07444 007415

Read more

Advisers:

Brian Robinson
Independent Mortgage & Protection Adviser

e:  brian@excellpartnership.co.uk
m: 07989 438219

Martin Goodey
Independent Financial Adviser

e:  mg@excellpartnership.co.uk
m: 07950 034306

Paul Moyse
Independent Mortgage & Protection Adviser

e:  moysey@excellpartnership.co.uk
m: 07961 751198

Rob Moyse
Independent Mortgage & Protection Adviser

e:  robmoyse@excellpartnership.co.uk
m: 07444 007415

Del Finch
Independent Mortgage & Protection Adviser

e:  del@excellpartnership.co.uk
m: 07720 892757

 

Practice Manager:

Tanya Moyse
e:  tanya@excellpartnership.co.uk
m: 07887 565458

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  • Office - The Excell Partnership LLP, 1 Bromley Lane, Chislehurst, Kent, BR7 6LH
    Telephone - 020 8468 1035
  • Email - info@excellpartnership.co.uk

The Excell Partnership LLP is registered in England & Wales. Company number OC344256. Registered address: The Coach House Unit 42, 66-70 Bourne Road, Bexley, Kent, England, DA5 1LU. 

The Excell Partnership LLP is an appointed representative of ValidPath Limited which is authorised and regulated by the Financial Conduct Authority, Firm Reference Number 197107.

The Financial Conduct Authority does not regulate Tax Planning.

The information and guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

 

 

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