Lexington Wealth Management Limited

What’s the money for? 🤔 We spend our lives earning, saving, and investing - but have you ever stopped to ask yourself, what’s the money actually for? Money isn’t just about numbers on a screen. It’s about freedom, security, and the ability to live life on your terms - whether that’s retiring early, supporting your family, or simply having peace of mind. At Lexington Wealth, we help clients define their goals and create a plan that ensures their money works for them - not the other way around. So, ask yourself: What’s your money for? And if you’re not sure, we’d love to help you figure it out. #FinancialPlanner #FinancialPlanning #WealthManagement #InvestmentPlanning

🗣️ Managing multiple pensions and investments can quickly become overwhelming. That’s exactly how this client felt before coming to Lexington... "Over the years I had accumulated numerous pensions (five with different providers) and each year I funded my ISA to the maximum available threshold. Our affairs were all over the place. At the last count, my wife and I had 13 different contracts and 10 savings accounts. I did not know how anything was performing and I found it difficult to keep track of the income payments, fund manager charges and the reams of paperwork. I also had no idea how much these structures would produce in income when I decided to retire. I met with Warren at Lexington. He started by helping me to establish my goals, the reasons I was saving and what I wanted to achieve. The team then created a Lifestyle Financial Plan and Cashflow forecast to illustrate my current financial position and what the future might look like, based on sensible planning assumptions. Lexington offered an administration service for my investments so that I could easily keep track of my holdings and how they were performing. Warren explained how capital markets work and the best way to create an investment portfolio. The team examined the risk of my current portfolio against my tolerance for risk and capacity for investment loss. The result: it was clearly unsuited to my needs. They put together a passive, low-cost, efficient investment portfolio, providing exposure to stock markets all over the world, matched to my attitude toward investment risk. The team at Lexington took care of everything so I didn’t have to worry about a single thing. I now genuinely understand the importance of asset allocation and why I hold the portfolio I do. I am delighted with the long-term performance and highly recommend the team at Lexington for their considered, structured approach and focus on client care." #WealthManagement #FinancialPlanning #FinancialPlanner #InvestmentManagement

💡Smarter investing, simplified💡 At Lexington Wealth, we believe money doesn’t have to be complicated. Our evidence-based investment approach is built on discipline, transparency, and decades of research - so you can focus on what matters while we help grow and protect your wealth. With proactive management and a clear, structured strategy, we provide the trust, accountability, and service you need to stay on track toward your financial goals. Let’s make investing work for you. Get in touch today. 📞 01793 771 093 📧 theteam@lexington.email #WealthManagement #InvestmentPlanning #FinancialFreedom #EvidenceBasedInvesting #FinancialPlanning #FinancialPlanner

How we at Lexington Wealth Management Limited are improving our client planning process experience.

Why are we running the Financial Planning Coaching Programme? At Lexington Wealth, we believe financial planning is one of the best-kept secrets - so few people truly understand it, yet it has the power to transform lives. Our Financial Planning Coaching Programme was created to support financial planners in building a business that is efficient, enjoyable, and truly client-focused. Led by our co-founder, Warren Shute CFP®, an experienced planner who has built a million-pound turnover practice as the sole fee-earner, this programme is designed to share real-world insights that books and conferences simply can’t teach. If you want to refine your skills, engage with clients on a deeper level, and create a business that works for you, this programme is for you. 👉 Learn more: https://lnkd.in/eKzJGBxK #WealthManagement #CoachingForPlanners #ProfessionalDevelopment #FinancialPlanning #FinancialPlanner

As we keep pushing forward with the #Hard75 and our fitness journey, Team Lexington’s own Poppy stepped up by making some delicious and healthy snacks for our mid-morning break. Great job, Poppy—fueling both body and mind!

The answer is yes, however, it is often better to leave money from your estate (your ISAs, money in the bank, property etc) rather than from your pension to a charity because this will reduce your taxable estate. Your pension is currently already outside of your estate, so it has no benefit on your estate tax. However, you could nominate a charity on second death, or another person to receive your pension if you wish. #Pension #PensionCharity #CharityPension #PensionAdvice #FinancialPlanning #FinancialPlanning

Lexington Wealth Management Limited was delighted to welcome Richard Green and Mark Klein from Transact to update our planning - Warren Shute CFP® and Christiaan Coolen and support team on the latest developments and fee reductions that will benefit our clients. CPD and training are integral to life at Lexington—not just a tick-box exercise, but a commitment to delivering the exceptional service our clients deserve.

Looking to take your Financial Planning skills to the next level? Our Financial Planning Coaching Programme is designed to help planners refine their approach, improve client outcomes, and build a more successful practice. If you're serious about delivering real financial planning, this programme will give you the tools, strategies, and confidence to do just that. 📍 Find out more: https://lnkd.in/eKzJGBxK 📞 Have questions? Call us on 01793 771 093 or email theteam@lexington.email #FinancialPlanners #WealthManagement #FinancialPlanning #CoachingForSuccess #ProfessionalDevelopment

According to a study by BlackRock, only 45% of UK participants believe they are contributing adequately to their pensions. Are you one of them? Review your future financial goals and ensure your pension is working for you by contacting our award-winning Financial Planning team. #FinancialPlanning #FinancialPlanner #WealthManagement #PensionPlanning #PensionSecurity #Pension