Lexington Wealth Management Ltd, Certified and Chartered Financial Planner  
 
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Certified and Chartered Financial Planner

 

 
Investment Planning

Our investment model is based on our belief that there are three key elements which are needed to create a successful investment. This 3 elements strategy, science and service are the foundation of the unique and powerful 3SI investment model.

Uncompromising customer service Because looking after our clients and looking after their investments cannot be separated, customer service is at the heart of our investment model. read more...

A scientific understanding of capital markets Our investments are based around Nobel prize winning research and Fama-French's 3 factor model which favours small company stocks over large companies, value stocks over growth and stocks in general over bonds read more...

A detailed knowledge of financial strategy Understanding your financial objectives and having the right tools to develop and execute an appropriate strategy to achieve them read more...

Lexington IFA Chartered Financial Planner Swindon - Financial Advisor & Investment Adviser in Swindon - Lexington Wealth Management

Good asset allocation and 'keeping in the game' we are here to support you.

Your investment return will be linked to your investment risk, to invest for the long term it is important we allocate your assets correctly and chose the portfolio which you will be happy with, some examples of portfolios with different levels of risk are below:

 

Portfolio Investment chart


THE FIGURES REFER TO PAST PERFORMANCE. 

PAST PERFORMANCE IS NOT A RELIABLE INDICATOR OF FUTURE RESULTS.



 

 
 
 
Website by Honeystone  
 
 
 

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.