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Your Primary Personality is:

Family Steward

Family Stewards are the most prevalent of the high-net-worth personalities. They are motivated by the need to protect their families over the long term.

Please see below for your full results

Your Primary Personality is:

Phobic

Phobics are people who – although they are wealthy – dislike thinking about money. They are often not especially capable of effectively managing the professionals they turn to for assistance.

Please see below for your full results

Your Primary Personality is:

Independent

Independents include people whose primary objective in accumulating wealth is to achieve financial independence and the accompanying security. Some want to retire from their financial obligations to play golf or go sailing. Others will continue to be involved but value the security of knowing they could leave at any time.

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Your Primary Personality is:

Anonymous

The Anonymous are typified by their deep-seated – and sometimes irrational – need for privacy and confidentiality in all of their financial as well as selected personal dealings. In their interior belief system, they fear that the disclosure of information will enable someone or some office to gain control over them and their affairs.

Please see below for your full results

Your Primary Personality is:

Mogul

Moguls are motivated to accumulate more and more wealth in order to achieve personal power (and, by extension, influence, if not control). In short, they want to leverage the power conferred by wealth.

Please see below for your full results

Your Primary Personality is:

VIP

VIPs are motivated to accumulate assets and utilize their wealth, in part to achieve greater status and prestige. This personality type prizes the opinion of select others above all else.

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Your Primary Personality is:

Accumulator

Accumulators seek to accumulate wealth out of an overriding concern for personal financial well-being. Their focus is on the continual accumulation and protection of assets as a bulwark against an uncertain future.

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Your Primary Personality is:

Gambler

Gamblers believe their skills and competence will protect them from all significant threats. They view financial affairs as a personal challenge, but one they are very capable of handling.

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Your Primary Personality is:

You do not have a dominant Profile

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Your Primary Personality is:

Innovator

Innovators believe their analytical capabilities will sustain them and protect them from external threats. Because of their life-long reliance on their analytic capabilities, they are highly self-reliant and do not delegate any portion of tasks having to do with analysis.

Please see below for your full results

 
Profile Type
Score
Family Steward
Phobic
Independent
Anonymous
Mogul
VIP
Accumulator
Gambler
Innovator
 

If you score high on one profile and low on others by comparison, you have one dominate profile. Or you may have two profiles that stand out, or you may even straddle three different profiles.

Full Meanings

Family Stewards are the most prevalent of the high-net-worth personalities. They are motivated by the need to protect their families over the long term.
Phobics are people who – although they are wealthy – dislike thinking about money. They are often not especially capable of effectively managing the professionals they turn to for assistance.
Independents include people whose primary objective in accumulating wealth is to achieve financial independence and the accompanying security. Some want to retire from their financial obligations to play golf or go sailing. Others will continue to be involved but value the security of knowing they could leave at any time.
The Anonymous are typified by their deep-seated – and sometimes irrational – need for privacy and confidentiality in all of their financial as well as selected personal dealings. In their interior belief system, they fear that the disclosure of information will enable someone or some office to gain control over them and their affairs.
Moguls are motivated to accumulate more and more wealth in order to achieve personal power (and, by extension, influence, if not control). In short, they want to leverage the power conferred by wealth.
VIPs are motivated to accumulate assets and utilize their wealth, in part to achieve greater status and prestige. This personality type prizes the opinion of select others above all else.
Accumulators seek to accumulate wealth out of an overriding concern for personal financial well-being. Their focus is on the continual accumulation and protection of assets as a bulwark against an uncertain future.
Gamblers believe their skills and competence will protect them from all significant threats. They view financial affairs as a personal challenge, but one they are very capable of handling.
Innovators believe their analytical capabilities will sustain them and protect them from external threats. Because of their life-long reliance on their analytic capabilities, they are highly self-reliant and do not delegate any portion of tasks having to do with analysis.
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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.

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