The quality of the financial planning experience will be reliant on the skills of your planner, and how much you engage in the process, it’s a relationship.
True financial planning, is not about pensions, ISAs or life assurance, it’s about answering one simple question;
Everyone has their own definition of true wealth. For some, it’s that family vacation you’ve always dreamed of. For others, it’s not running out of money in retirement. We help you pinpoint your definition of true wealth and then help you build the legacy you’ve dreamed of.
Selecting the right financial planner is an important step in your pursuit of true wealth. We build a customised plan for whatever your needs, including individual financial planning and business financial planning.
Financial Planning is the overarching process that takes a comprehensive look at your current and future financial status, using known variables to plan your financial future.
We provide you with a wide variety of investment options that align with your goals. We always act in your best interests, which means your goals drive your investments – and not the other way around.
Asking probing questions to encourage you to think about your future.
We will help you bring your risk, current financial situation, and spending into focus.
Narrowly tailored to identify and address your specific goals and objectives.
In-depth analysis of available and future Tax planning options, to ensure you’re maximising your financial position.
Consider and potentially transfer the risk of premature death and/or disability to a third party if required.
Allocate your investments in an evidence-based asset allocated portfolio to help better achieve your required return.
Help you plan both financially and psychologically for the retirement chapter of your life, when your earnings stop and you potentially feel the most vulnerable.
Transfer your estate in accordance with your wishes, in the most tax-efficient way.
Use our Truth About Money tool to discover how to model your financial future with your truth.
Our team identifies risks that could significantly impact your financial situation. While it’s important to focus on what may go right with your financial plan, it’s also crucial to consider how you may be negatively impacted without protections in place.
Transferring risk to the deeper pockets of an insurance company in a cost-effective manner may be prudent to minimize the financial damage of a catastrophic, unanticipated event.
Considers income replacement as well as business succession funding and estate planning through a vehicle which may be income tax and inheritance tax-free, if structured properly.
Provides financial reassurance and support should a worrying diagnosis of a serious or critical illness potentially derail your life and future plans.
Provides financial support for activities of daily living in respite care, adult day care, in-home care, assisted living and nursing home care.
The National Health Service is a globally respected institution, but some feel that it’s under too much strain to provide a comfortable top level of service, for all. Private medical insurance can help bridge the gap for those who desire both the reassurance of prompt expert medical attention, and the comfort private facilities bring.
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.
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