Windfall Management

Lexington Wealth is one of the most respected wealth management firms in the UK, who specialise in the management of capital received unexpectedly.  We have experience in managing significant size portfolios to enable our clients to enjoy the fruits of life and not spend their time worrying about the ups and downs in the stock market and their money.

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Windfall Management

Lexington Wealth is one of the most respected wealth management firms in the UK, who specialise in the management of capital received unexpectedly.  We have experience in managing significant size portfolios to enable our clients to enjoy the fruits of life and not spend their time worrying about the ups and downs in the stock market and their money.

MAKE AN APPOINTMENT

Receiving a significant capital sum from the lottery, an inheritance or compensation payment can be a blessing which can make all your dreams come true, but it can equally destroy families and relationships faster than you could ever have imagined.  Just look at some of the past lottery winners we read about in the press.

“How much do I need?”, “Do I have enough to …. “ or “Will I run out of money” are common questions we have received and for over 25 years the financial planners at Lexington have been working with clients to answer questions just like this.

In addition to the logic of the numbers, the financial planners at Lexington are particularly experienced and qualified in the psychology of money and they hold many recognised qualifications in this area.

Working with a business owner or executive, who has gained wealth over decades and has grown accustomed to money, takes a different set of skills than that of sudden wealth, sudden wealth takes far more psychology, working with your beliefs around money.

For a discreet, no-obligation meeting to explore how Lexington can support you to live the life you want and take control of your money, rather than allowing the money to control you, contact Warren now.

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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.