The MoneyGeek Academy
The MoneyGeek Academy By Chris Exley
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About Chris Exley
Chris Exley
View full profilePersonal Finance · Cardiff, Wales, United Kingdom
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Chris Exley is a Cardiff-based financial planner with around 9 years of experience in UK financial services, working through Exley Financial Planning. Under the handle "Chris Moneygeek," he shares everyday money lessons on Instagram and YouTube — covering budgeting, mortgages, pensions, and tax — aimed at people who never got proper financial education at school. Around 9 years in UK financial services as a financial planner, including running Exley Financial Planning (South Wales-based mortgage and financial planning advice). Also associated with Christopher Luke Exley on the FCA Financial Services Register.
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The MoneyGeek Academy · Program
About this program
The MoneyGeek Academy
What you'll learn in The MoneyGeek Academy
- Building a personal cashflow model and stress-testing your finances
- Understanding pensions, including state and private withdrawal strategies
- Navigating UK inheritance tax and property "gifting" pitfalls
- Comparing renting versus buying using real UK cost assumptions
- Budgeting fundamentals tailored to UK income and tax rules
- Avoiding common first-time buyer mortgage mistakes
- Long-term financial planning principles beyond short-term saving tips
Best For
- UK residents wanting financial literacy basics
- First-time buyers confused about mortgages
- Anyone without formal financial education
- People nearing retirement or pension decisions
- Beginners overwhelmed by money jargon
Not For
- Non-UK residents needing local tax rules
- Advanced investors seeking sophisticated strategies
- Those wanting regulated 1-on-1 financial advice
- People expecting guaranteed investment returns
- Anyone needing instant, high-stakes financial decisions
What's Included in The MoneyGeek Academy
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