Because Lexington Wealth Management Ltd is a fee based financial advisor we are fully independent and therefore able to tailor an investment strategy for you without bias or compromise. Our fees are fully transparent and much lower than those of traditional fund managers. This means that your investment returns do not suffer from a hidden eroding factor called drag effect. This is where a large proportion of the return is eaten away by hefty commission fees. This is an especially important consideration in years where there are not high returns.

The Lexington Wealth Management Ltd Financial Planning Framework

Customer service is one of the key elements in our investment model and is at the very core of how we work.

Our framework invariably starts with a discovery meeting and is somewhat flexible thereafter depending upon your financial needs and strategic objectives.

Discovery meeting

At our initial meeting we conduct an interview to identify the obstacles you face in achieving your financial goals. We will look at where you are, where you want to go and how we can maximise the possibility of getting there.

There are no fees for this meeting and no obligation to work with us in the future.

Planning Meeting

At this meeting we will - using our financial planning software - present our complete diagnostic of your financial situation and our recommendations for how we will help you bridge the gaps in order to reach your goals. This plan forms the foundation for all of our work together.

Since we are looking to build a long term relationship based on trust, we encourage you to take the time necessary to be completely comfortable with the plan prior to taking the next step. Some clients are however happy to combine the Planning and Implementation meetings into one visit.

There are still no fees for this meeting and no obligation to work with us in the future.

Implementation Meeting

At this point we will be ready to make a mutual decision about whether we can add substantial value and how to proceed. If the decision is made to work together, we will commit to each other to work towards achieving your goals. Together, we will also execute the necessary documents to put your investment plan into action.

This is the meeting at which we commit to working together. Our annual fees equate to 1% of the value of funds invested. No other fees are payable.

45 day follow up meeting - if required

At this meeting, we will help you to organise all relevant paperwork into a file provided by us. We will also answer any questions you may have so that you understand exactly what is happening with your money.

Regular Progress Meetings

These meetings, sometimes on the telephone, are scheduled at intervals convenient to you and give us the opportunity to review any major changes in your personal or financial situation since our last meeting and determine if these changes necessitate adjustments to your investment plan. We will also review your overall progress towards your long term financial goals.