Excell Partnership LLP

Independent Financial Adviser 1 Bromley Lane, Chislehurst, Kent, BR7 6LH

First meeting at adviser's own cost

Response rating

7.0/10

10th September 2018

Fully independent advice at a location convenient to you. Contact us on for a free impartial discussion.

We can advise you on

Mortgages
- Buy to let
- First time buyers
- Flexible
- High loan to value
- Overseas
- Remortgage
- Residential
- Self build
- Self employed
Investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Traded endowment policies
- Unit trusts
Insurance & protection
- Accident & sickness
- Buildings and contents
- Critical illness
- Healthcare
- Income protection insurance
- Large business
- Life insurance
- Payment protection insurance
- Small business
Business
- Commercial mortgages
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group ISA
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
- Group risk
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
Financial planning
- Wealth management
Long term care
- Long term care

Meet our advisers

Martin Goodey (Essex based)

IFA Partner

Qualifications & Accreditations Hide qualifications

CF9 - Pensions Simplification (CII)

This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.

MAQ - Mortgage Advice Qualification (CII)

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

R01 - Financial Services, Regulation and Ethics (CII)

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

R02 - Investment Principles (CII)

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

R03 - Personal Taxation (CII)

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

R04 - Pensions and Retirement Planning (CII)

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

Regulated Diploma in Financial Planning (CII)

This qualification assesses a knowledge and understanding of the UK Financial services, regulation and ethics, investment principles and risk, personal taxation, pensions and retirement planning, financial protection and financial planning practice.

Where to find us

1 Bromley Lane, Chislehurst, Kent, BR7 6LH

About us

The Excell Partnership is driven to deliver innovative and tailored financial solutions throughout the Home Counties. We thrive on establishing and maintaining lasting relationships by consistently keeping the client needs at our core. Please check out if you would like to know more about what we can achieve for you.
Mobile number:

Our services

We can advise you on

Mortgages
- Buy to let
- First time buyers
- Flexible
- High loan to value
- Overseas
- Remortgage
- Residential
- Self build
- Self employed
Investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Traded endowment policies
- Unit trusts
Insurance & protection
- Accident & sickness
- Buildings and contents
- Critical illness
- Healthcare
- Income protection insurance
- Large business
- Life insurance
- Payment protection insurance
- Small business
Business
- Commercial mortgages
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group ISA
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
- Group risk
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
Financial planning
- Wealth management
Long term care
- Long term care

Advice methods

Face to face
Online (Live chat, video, email)
Telephone

Preferred clients

Minimum wealth (income/assets)

£0

Minimum pension value

£0

Minimum mortgage value

£0

Website

Contact options

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