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.

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.

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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