Retirement Planning

We speak with our clients about chapters in their life.  The period where you were starting out, getting your career together, the period of raising your children, running all over the place getting them to their commitments. Then there is the period of retirement.

MAKE AN APPOINTMENT

Retirement Planning

We speak with our clients about chapters in their life.  The period where you were starting out, getting your career together, the period of raising your children, running all over the place getting them to their commitments. Then there is the period of retirement.

MAKE AN APPOINTMENT

Retirement is not ‘old age’. It’s the chance you get to live your dreams without the added stress of working.

Retirement is your chapter, the period of your life where you get to live your bucket list. What have you not yet achieved that you have always wanted to?

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.

Prepare for Tomorrow, Make the Most of Today

Journalists and pundits seem to come out with a new study or soundbite every week declaring our country is in a “retirement crisis.”

But, as Warren Shute, Certified Financial Planner for Lexington Wealth (and author of the bestselling book “The Money Plan”) always says, “The idea of a nationwide ‘retirement crisis’ makes no sense. Your retirement depends on you and you alone, nobody else. The only crisis you need to worry about is if you are ill-prepared.”

That’s what we’re here for – to help you avoid your own personal retirement crisis by putting your financial plan into concrete terms using our five-step process. Want to find out how prepared you are for retirement right now?

TAKE OUR RETIREMENT QUIZ

Warren has provided me with excellent financial advice for the last 15 years. He is now helping me plan for retirement and I would never go to anyone else for advice. The Lexington team are professional and extremely efficient. Thank you all at Lexington

Amita Peet

We have worked with Lexington for more than 20 years. They have always explained things clearly and taken on board what’s been important to us and helped us achieve it. He’s specifically helped with our mortgage, strategic planning for our family and our retirement planning.

Gary & Caron Winter

OUR LATEST INSIGHTS ON RETIREMENT PLANNING

TO DISCOVER MORE OF OUR INSIGHTS CLICK HERE

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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.

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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 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.