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

 
 
  Call 01793 771 093 Email us
 
 
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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, Wiltshire and Guildford, Surrey areas. 

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 the Swindon and Guildford areas 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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Registered Office: Orchard House, Bagbury Lane, Lydiard Millicent, SN5 4LX
Registered in England number: 05503144

Authorised and Regulated by the Financial Services Authority
The Financial Services Authority does not regulate Will Writing, Estate Planning, Trust advice, Taxation advice and some forms of Mortgages and ISA’s

To understand the features and risks of an Equity Release Mortgage, ask for a personalised illustration.
YOUR HOME MAY BE RESPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE
There may be a fee for Mortgage advice.  The precise amount will depend upon your circumstances but we estimate that it will be £299.