We work with successful individuals, business owners, and their families. Our advisers help them to take account of where they currently are, make sense of the challenges they face and aim for their future goals and aspirations. Below are some of their stories, to illustrate how we’ve helped people just like you plan for a better tomorrow.

business_owners_image3

BUSINESS & PERSONAL ADVICE

I need to get more organised

I was incredibly busy working in my business and needed someone to undertake an independent review of our various policies, to ensure we had the right structures in place to look after our Directors and employees.

 

planning

PLANNING FOR RETIREMENT

Help me retire comfortably

I was frustrated. I knew I should have been saving for my retirement, although I simply couldn’t afford it. I needed a plan to turn my retirement dreams into reality and ensure my family would be well looked after.

 

retiree_image

INCREASE RETIREMENT INCOME

Make my retirement savings go further

I had retired a few years earlier and needed advice on the best way to restructure my retirement savings. Interest rates had dropped and my income had halved, so I needed to understand the best way to fund my lifestyle.

 
 

widow_image2

ADVICE FOR THE WIDOW

Simplify my financial affairs

My husband passed away more than ten years ago and I held a pension, savings and investments which had accumulated over the years. I needed someone to make sense of it all and take away the worry.

 

investment_management_image

INVESTMENT MANAGEMENT

Provide clarity and consolidate

My wife and I had accumulated policies and investments over the years, without any coherent strategy to our investments. We needed a structure that would to make our portfolio easier to manage.

 

too_much_image

TOO MUCH MONEY

Become our trusted adviser

I was fortunate enough to amass wealth personally and through my family business, resulting in a collection of accounts, investments and property. I wanted someone I could trust to manage our affairs.

 

Lexington Wealth Management