Lexion Financial Advisors

Mortgage advice from South Wales with over 40 years of experience

Lexion Financial Advisors, trading as Lexion Mortgage Advisors, is a South Wales mortgage advisory firm. The company presents itself as a team of advisors with more than 40 years of combined experience, offering a relaxed and personal service with informative, friendly advice and, in its own words, no jargon. Its stated aim is to help clients find the right mortgage tailored to their needs and to guide them through the mortgage market.

The firm states that it offers mortgages from all major banks, building societies and specialist lenders for all borrowing requirements, which it says gives clients a wider selection of lenders. It describes the mortgage process as potentially daunting and positions its advisors as accompanying clients from start to finish to make the experience less time-consuming.

Mortgage services covered

The company's service menu covers a range of borrowing situations:

• First-time buyer mortgages
• Re-mortgage
• Moving home
• Buy-to-let
• Armed Forces, including Forces Help to Buy
• Help for clients who have been refused a mortgage
• Debt consolidation

These categories appear both in the main navigation and in the services section of the site, indicating the areas in which the advisors specialise.

Two offices in South Wales

Lexion Financial Services Ltd operates from two locations. The Pencoed office is on the first floor at Penybont Road, Pencoed, Bridgend, CF35 5RA. A second office is listed at Building 198, Dragon Way, Bro Tathan, CF62 4AF. The company describes itself as registered in England and Wales.

Regulation and complaints procedure

Lexion Financial Services Ltd is authorised and regulated by the Financial Conduct Authority under number 558017. It is also a member of the Services Insurance & Investment Advisory Panel (SIIAP). The company states that a summary of its internal procedures for the reasonable and prompt handling of complaints is available on request. If a complaint cannot be settled with the company, clients may be entitled to refer it to the Financial Ombudsman Service.

Client satisfaction and appointments

The firm emphasises customer satisfaction and states that its testimonials support this claim. It invites prospective clients to book an appointment with an advisor through its website or by telephone.