About Us
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.
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.
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.