Simon Pleasants

Lexion Financial Services

Our mission

The objective here at Lexion Financial Services Limited is to provide a personally tailored approach to your mortgage and insurance solution.

We offer specialised advice from the “whole of market” for both mortgages and protection, we do our homework so you don’t have to.

Contact Simon

Telephone 07980 359501




About Simon

I have been in financial services since 1999 initially working as an adviser for Britannic Assurance. Following this I worked at Legal and General for 16 years in various senior management roles after a short spell as a sales director for a financial network.
I decided to set my own business up in November 2016. I am really passionate about making people aware of the risks they are running by not protecting their families, income and house, I also enjoy helping people get on the housing ladder and taking their first steps in making sure they are financially secure.
I also specialise in working with small to medium size enterprises to make sure that they are aware of the risks they run by not protecting their key asset – their people. I offer free business health checks to make sure that if the worst should happen then the business survives and is able to continue to trade.

I live near Bridgend with my long term partner, our child and our dog. I enjoy caravaning, walking, car track days and DIY.

About Lexion Financial Services

The team at Lexion Financial Services has a wide ranging and diverse background within the mortgage and protection market, the Managing Director alone with over 35 year’ experience, we pride ourselves in providing tailored solutions, backed by excellent products and an exemplary service to all our clients.

In addition to our office based services (offices at Pencoed and RAF St Athan), we are happy to visit you any time in the convenience of your own home or workplace.

We are whole of market meaning we work for you, not a financial institution. We aim to save you time as well as money by liaising with lenders and insurers on your behalf and assisting you with the necessary paperwork.

We have been recognised for our outstanding performance in treating our customers fairly, which we have ensured is at the heart of our business.

Lexion Financial Services Limited is a member of the Services Insurance and Investment Advisory Panel, this means we are the only local Financial Services provider based at St Athan and we offer services personnel advice specifically tailored to their mortgage and protection needs.