Lexington is an experienced and professional team that is dedicated to helping you live life by design, we are all committed to helping you fulfil your financial plan. We will work with you as a team, and encourage a collaborative relationship with your other professional advisers.
Co-Founder, Chartered Wealth Manager
Certified Financial Planner
Client Account Executive
Co-Founder, Finance Manager
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 2024 Lexington Wealth Management. All rights reserved. This content cannot be copied without the express written consent of Lexington.