Lexington Wealth Management Ltd

  • Orchard House Bagbury Lane, Purton , Swindon , SN5 4LX
  • 01793 771093

At Lexington Wealth Management we begin by serving to you establish and outline your targets; then create a financial plan to construct your affairs and set you in your path towards attaining them.

We will help you to grow to be financially effectively organized. Tailoring options to your particular person wants, so you possibly can obtain the objectives which might be most essential to you.

Operating an enterprise can typically take precedence over your personal private funds. Our course will give you readability and convey construction to your affairs.

Services
  • Lifestyle Financial Planning
  • Investment Planning
  • Tax and Trust Planning
  • Inheritance Tax Mitigation
  • Pension and Retirement Planning
  • Life Assurance and Protection
  • Wills and Power of Attorney
  • Mortgages and Equity Release
  • Death in Service
  • Group Income Protection
  • Group Critical Illness
  • Key Man/Person Insurance
  • Group Private Medical Insurance
  • Shareholder/Partnership Business Succession
  • Corporate Pension Schemes
  • Corporate Investments
  • Business Consultancy
Office hours
Monday08:30 - 17:00
Tuesday08:30 - 17:00
Wednesday08:30 - 17:00
Thursday08:30 - 17:00
Friday08:30 - 17:00
SaturdayClosed
SundayClosed
Our Location