Lexington Wealth Management Limited

www.lexingtonwealth.co.uk

Based in Wiltshire, Lexington Wealth Management is an independently owned financial planning practice. We specialise in the provision of comprehensive, in-person financial advice and wealth management services to a select number of private clients. We typically work with business owners and private clients approaching or in retirement, serious about structuring their affairs to enjoy the lifestyle they’ve worked hard for. Our approach extends beyond traditional financial advice. We educate and inspire our clients to live the life they desire; establishing their lifestyle goals, then creating a plan with them to organise their financial resources in order to achieve them. We are a family business focused on building long-term, collaborative relationships with an emphasis on personalised service. Honest conversations and a commitment to always acting in our client’s best interests will build trust, giving them confidence their affairs are in safe hands.

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Based in Wiltshire, Lexington Wealth Management is an independently owned financial planning practice. We specialise in the provision of comprehensive, in-person financial advice and wealth management services to a select number of private clients. We typically work with business owners and private clients approaching or in retirement, serious about structuring their affairs to enjoy the lifestyle they’ve worked hard for. Our approach extends beyond traditional financial advice. We educate and inspire our clients to live the life they desire; establishing their lifestyle goals, then creating a plan with them to organise their financial resources in order to achieve them. We are a family business focused on building long-term, collaborative relationships with an emphasis on personalised service. Honest conversations and a commitment to always acting in our client’s best interests will build trust, giving them confidence their affairs are in safe hands.

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Employees

1-10

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Estimated Revenue

$1 to $1,000,000

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Potential Decision Makers

  • Chartered Wealth Manager

    Email ****** @****.com
    Phone (***) ****-****

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