Lexington Wealth

24/06/2026

What a wonderful way to celebrate 20 years of Lexington Wealth Management.

On Friday, we welcomed clients, friends, family and colleagues to Siddington House to mark our 20th year milestone.

There was great food, drinks, live music and plenty of laughter, but what made the evening memorable was the people.

Over the last 20 years, we've had the privilege of helping clients through some of life's biggest moments. Many of those people came to celebrate, which made the day even more meaningful.

Thank you to everyone who joined us and to all our clients, past and present, for being part of such a special day.

23/06/2026

Why do some people focus on growing their wealth, while others focus on protecting it? Why are some comfortable taking risks, while others prefer certainty?

The answer often depends on personality.

This short quiz helps uncover your High-Net-Worth Personality Type and the motivations that influence the financial decisions you make.

You might be a Family Steward, an Accumulator, an Innovator or one of several other personality types.

There are no right or wrong answers, but understanding what drives your decisions can help you make better ones.

It only takes a few minutes to complete, and you might learn something surprising about yourself.

Give it a try and let us know which personality type you get.
👉 https://lexingtonwealth.co.uk/tools/investor-personality-quiz/

19/06/2026

Today marks the 20th year of Lexington Wealth Management.
We're throwing a celebration for our staff, clients and friends at Siddington House - we're all set up.

17/06/2026

It's easy to think financial planning is about preparing for the worst - Running out of money, market decline or unexpected costs.

But some of the most important planning is actually about preparing for the things you hope will happen.

👉 Living a long life.
👉 Having more time to spend with family.
👉 Pursuing hobbies, travel or new experiences.
👉 Helping children and grandchildren when they need it most.

The future is uncertain, but that doesn't mean you can't plan for it.
The question is: what are you really planning for?

15/06/2026

When you think about financial planning, what comes to mind? Pensions, investments, spreadsheets?

The best financial planning conversations, in our opinion, should be focused on these types of questions:
👉 What does a good life look like for you?
👉 When would you like to retire?
👉 How do you want to spend your time?
👉 What opportunities would you like to give your children or grandchildren?

Money is just the tool; the real purpose of financial planning is helping you live the life you want, both now and in the future.

That's why financial planning starts with people.

12/06/2026

When people compare investment options, the conversation often turns towards fees. But fees are only part of the picture.

There are other costs that are incurred that aren't always obvious. Things like trading costs and the impact of buying and selling investments at certain times.

They can still affect returns over the long term, which is why it's important to understand how investments work, what you're paying for and whether the strategy is right for your goals.

The lowest cost solution isn't always the best value.

09/06/2026

What does a great discovery meeting actually look like?

It's one of the most important conversations you'll ever have with a client, yet it's something many financial planners are still refining.

On Thursday 11th June at 2pm, Warren Shute CFP will be a guest on the PrestwoodTruth Financial Planning Mentoring webinar to share how he approaches discovery meetings after more than 30 years in the profession.

The session will cover:

• How to conduct a discovery meeting
• How long it should last
• What preparation should be done beforehand
• What happens afterwards

If you're a financial planner looking to build deeper client relationships and improve your planning process, this is one not to miss.

Register via the link below 👇

Join multi-award-winning Financial Planner Warren Shute, CFP, as we explore ways in which we can all grow as financial planners. In this session, we will take a journey through a number of topics, including: > How to conduct your discovery meeting > How long should it last? > What preparation should...

05/06/2026

We've helped clients plan their futures for years....
Now we can help them find the car park too. 🚗😜

What do you think of our new visitor parking sign?

03/06/2026

With the office move to Siddington, we now have a new office phone number:
☎️ 01285 425863

If you need us, we're just a phone call away.

01/06/2026

Over 20 years ago, Gary and Caron were introduced to Lexington by a friend and initially came to us for advice on an endowment mortgage.

More than two decades later, they're still clients.

One thing they touch on in this video is that financial planning isn't just about investments, pensions or money.
It's about understanding people.

Their goals, their concerns, what they want life to look like, and helping them make informed decisions along the way.

Thank you to Gary and Caron for sharing their experience and for trusting us to be part of their journey for over 20 years.

To find out more about Lexington Wealth visit:www.lexingtonwealth.co.uk