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We are a multi-award winning financial planning firm, our mission is to educate and inspire you to pursue true wealth.

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Based in Gloucestershire, Lexington Wealth Management is an independently owned, family-run financial planning practice.

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.

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What We Do

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.

Financial Planning

Our team of financial planners will design a plan to evaluate your current financial situation and direct you toward true financial freedom.

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Investments

Our disciplined, evidenced based, time-tested investment strategies provide your portfolio with the proactive service you need to pursue your goals.

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Retirement Planning

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.

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Tax Planning

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.

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Insurance

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.

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Business Planning

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.

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Estate Planning

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.

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Private Client Services

Highly complex needs can require sophisticated solutions. Private Client Services members get the one-on-one support they need.

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Wall of Gratitude

Visit our Wall of Gratitude to discover how Lexington Wealth is not just a financial planning company, but a beacon of support and empowerment in the lives of our clients.

I cannot praise Warren and his team at Lexington highly enough.

June 16, 2026

Warren and the team at Lexington have guided me through a number of financial hurdles caused by global market outages, always with sound, calm advice. Customer service is gold plated, has been from the start. Best wishes from a very grateful client.

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bob whittle

Peace of Mind

June 16, 2026

I have been given me peace of mind for over sixteen years.. stock market may be up and down but advice, support and friendship from Lexington team never waivers and always there…… to the next twenty years plus…. Thank you.

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Antoinette Urwick

Feels very personal

June 16, 2026

We hadn’t appreciated that our first conversations with you were right at the start of your business. Over those 20 years, your service has always felt very personalised and of the highest quality. Thank you

Avatar for Karen Cove
Karen Cove
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Request an Appointment

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.

01285 425863

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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 Siddington House, Siddington, Gloucestershire GL7 6ET.

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 2026 Lexington Wealth Management. All rights reserved. This content cannot be copied without the express written consent of Lexington.