What We Do

Our approach extends beyond traditional financial advice. We educate and inspire you to pursue the life you desire. After we establish your lifestyle goals, we create a bespoke plan to organise your financial resources, so you can achieve them.

As an independent firm, you can take comfort in knowing our recommendations are unbiased and always aligned to your best interests. We focus on minimising risk and appreciate that things can, and will, change over time.

The entire team at Lexington will work in partnership with you, communicating regularly throughout the year. We never make a recommendation then walk away; our communications and review service will ensure you remain on track.

PRIVATE CLIENTS

Our aim is to help you to achieve financial independence; protecting your wealth now and using tax efficient structures to pass it on to future generations.

Just as no two people have identical financial circumstances, we believe there is no single solution to meet everyone’s wealth management needs. That is why every service we deliver is created with you in mind.

  • Lifestyle Financial Planning
  • Investment Planning
  • Tax and Trust Planning
  • Inheritance Tax Mitigation
  • Pension and Retirement Planning
  • Life Assurance and Protection
  • Wills and Power of Attorney
  • Mortgages and Equity Release

 

BUSINESS OWNERS

We realise that business owners’ personal and professional lives are intertwined, so we deliver a cohesive wealth management plan to incorporate all aspects of your life.

We understand the challenges faced by business owners. Our advisers make sense of available schemes and keep you informed of changing legislation, so you can rest assured that you and your employees are taken care of. We provide:

  • Death in Service
  • Group Income Protection
  • Group Critical Illness
  • Key Man/Person Insurance
  • Group Private Medical Insurance
  • Shareholder/Partnership Business Succession Insurance
  • Corporate Pension Schemes
  • Corporate Investments
  • Business Consultancy

Gain clarity and consolidate

My wife and I had accumulated policies and investments over the years, without any coherent strategy. Lexington provided clarity and a cohesive financial plan.

 

We are proud to introduce our self investing website “LEXO” – offering tailored portfolios for the self investor whilst still providing the outstanding customer service you expect.

 

Testimonial Videos


Lexington Wealth Management