Lexington IFA Swindon - Financial Advisor & Mortgage Advice in Swindon - Lexington Wealth Management

 
 
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Certified and Chartered Financial Planner

 

 

Lexington Wealth Management

Financial Advisers Swindon

Lexington Wealth Management are a firm of Chartered Financial Planners and Mortgage Advisers offering honest advice in the Swindon area. 

Financial Planner is a term given to IFAs or Independent Financial Advisers who look at the clients needs from a comprehensive point

of view, rather than a product point of view.

Many new clients will come to Lexington after seeing other IFAs or Financial Advisers in the Swindon area and appreciate it’s about

them and how they want to live the rest of their life, rather than the product.

You may want specific advice on your Pension, Investment Portfolio, Inheritance Tax Planning, or a general overview - Lexington are the firm for you.

If you are interested in seeing if Lexington are the right firm for you please telephone us on 01793 771093 or email Louise Wheeler to arrange a no cost initial meeting. 

Finally, our independence is our most valuable asset.  Our advice is based on your needs, not ours.

 

 

 

Lexington IFA Chartered Financial Planner Swindon - Financial Advisor & Mortgage Advice in Swindon - Lexington Wealth Management

 

 
 
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Regulated and authorised by the Financial Services Authority
Estate Planning and the provision of Wills are not regulated by the Financial Services Authority.
Lexington Wealth Management Ltd - Registered in England and Wales no 05503144
Orchard House, Bagbury Lane, Lydiard Millicent, Swindon, SN5 4LX