Live by design,
Not Default
Not Default
We are a multi-award winning financial planning firm, our mission is to educate and inspire you to pursue true wealth.
telephone: 01793 771093 email: theteam@lexington.email
We are a multi-award winning financial planning firm, our mission is to educate and inspire you to pursue true wealth.
We are a multi-award winning financial planning firm, our mission is to educate and inspire you to pursue true wealth.
We are a multi-award winning financial planning firm, our mission is to educate and inspire you to pursue true wealth.
We specialise in the provision of comprehensive financial planning and wealth management services to a select number of private clients.
Our clients are individuals and business owners, either approaching or in retirement, who are serious about structuring their affairs to enjoy a lifestyle they’ve worked hard for. They appreciate that we are a family business, focused on building long-term, collaborative relationships with an emphasis on personalised service.
We host meetings either online, or at our offices, located in a quaint country setting. The relaxed atmosphere provides an ideal environment for our highly skilled team to focus on your needs, goals and ideals.
The passion of our financial planners is to help people from all walks of life find their own vision of true wealth – all that money can’t buy and death can’t take away.
That means helping you define what true wealth looks like for you, putting a plan in place to help you pursue your vision, then helping you maintain the true wealth you’ve achieved.
Our team of financial planners will design a plan to evaluate your current financial situation and direct you toward true financial freedom.
Our disciplined, evidenced based, time-tested investment strategies provide your portfolio with the proactive service you need to pursue your goals.
We’re here to help you avoid your own personal retirement crisis by putting your financial plan into concrete terms helping you to visualise your future.
We incorporate your tax position with our planning and work closely with your existing trusted tax advisers, or we can introduce you to our trusted team.
Insurance is essential to transfer risk from yourself and your loved ones to an insurance company so an adverse event does not derail your financial and lifestyle plans.
Our team has worked with hundreds of different businesses for more than 20 years. We are dedicated to helping you grow and maximise your asset.
Estate planning is an essential part of your overall financial plan, we help you create a comprehensive estate plan so your assets pass in accordance with your wishes, leaving little to chance.
Highly complex needs can require sophisticated solutions. Private Client Services members get the one-on-one support they need.
Tell us a little more about your investment objectives and level of comfort with risk.
10 November 2023
13 October 2023
Within 30 minutes we can get to know you – your situation, goals and needs – then we can summarise how we can help you pursue true wealth.
Lexington is the trading style of Lexington Wealth Management Ltd. (registered number 05503144) and Lexington Associates Ltd. (registered number 12451550). The registered office for both is Orchard House, Bagbury Lane, Lydiard Millicent SN5 4LX.
Lexington Wealth Management Ltd. is authorised and regulated by the Financial Conduct Authority (No. 440099). Lexington Associates Ltd. provides non-regulated lifestyle financial planning and estate planning services.
The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved disputes between regulated firms and their clients.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as financial, tax, or legal advice. Please consult a financial, legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Additional information about Lexington and its planners is also available online at the FCA’s register.
Copyright 2023 Lexington Wealth Management. All rights reserved. This content cannot be copied without the express written consent of Lexington.
