Company intelligence
Lexington Wealth Management Limited
Our approach extends beyond traditional financial advice. We educate and inspire you to pursue the life you desire.
About Lexington Wealth Management Limited
Based in Siddington, Gloucestershire, 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.
Verified activity
Signals from Lexington Wealth Management Limited
3 published signals
Customers & Market
Lexington Wealth Management Limited helped clients feel confident that the decisions they make are the right ones for them.
Reported by Lexington Wealth Management Limited
Presence & Recognition
Lexington Wealth Management Limited held its own Forward Planning Meeting this morning.
Reported by Warren Shute CFP™
Presence & Recognition
Lexington Wealth Management Limited thanked Adrian for his kind words and for trusting the company over the years.
Reported by Lexington Wealth Management Limited