Lexington Wealth Management Limited

Lexington Wealth Management Limited

Financial-Services

Company Tagline

Our approach extends beyond traditional financial advice. We educate and inspire you to pursue the life you desire.

Industry Category
Financial-Services
Company Description

Lexington Wealth Management Limited is a leading financial services provider dedicated to offering comprehensive financial advice and wealth management solutions. Located in Lydiard Millicent, Lexington Wealth Management focuses on building long-term, collaborative relationships with clients, ensuring personalized service and fostering trust through honest conversations. The company is committed to acting in the best interests of its clients, providing them with the confidence that their financial affairs are in safe hands. The primary address of Lexington Wealth Management Limited is Orchard House, Bagbury Lane, Lydiard Millicent, SN5 4LX, GB.

Lexington Wealth Management's approach extends beyond traditional financial advice, emphasizing client education and inspiration to pursue their desired lifestyle. Specializing in financial advice for business owners, retirement planning, and lifestyle financial planning, Lexington Wealth Management assists clients in structuring their affairs to enjoy the lifestyles they've worked hard to achieve. By establishing lifestyle goals and creating tailored plans, Lexington Wealth Management helps clients organize their financial resources effectively.

Lexington Wealth Management Limited prides itself on a client-centric approach, focused on delivering financial planning and wealth management services that align with each client's unique needs and aspirations. Lexington Wealth Management is dedicated to providing the highest level of financial guidance and support. We invite the manager of Lexington Wealth Management Limited to create a customized and exclusive company showcase and product listing on our platform to further highlight your services and reach a broader audience.

Key Personnel / Employees
Christiaan Coolen

Compare Companies Side by Side

Compare Lexington Wealth Management Limited with 3 companies in Financial-Services

4 Companies
Comparison Field
Lexington Wealth Management Limited
Lexington Wealth Manageme...
Main Company
Stockman of Montana
Stockman of Montana
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First Wealth | Certified B Corp
First Wealth | Certi...
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My Wealth Solutions
My Wealth Solutions
View Profile
Founded Year
1953 2009 2011
Company Size
501-1,000 11-50 11-50
City
Miles City, MT Newstead, Queensland
Country
Australia
Skills & Keywords Comparing with main company
9 Total Skills
Financial Advice Wealth Management Retirement Planning Financial Planning Investment Strategies Business Owners Lifestyle Financial Planning Financial Advice for Business Owners Dimensional Fund Investments
13 Total 13 Unique
Unique Skills:
Banking Commercial Banking Commercial Insurance Commercial Lending Financial Services Insurance +7
11 Total 11 Unique
Unique Skills:
Alternative Financial Advice Cash Flow Modelling Chartered Financial Planning Freedom to Live High Net Worth Financial Planning High Net Worth Wealth Management +5
18 Total 18 Unique
Unique Skills:
Budgeting Cash Flow Estate Planning Financial Advice for High Income Earners Holistic Financial Roadmaps Home Loan Structuring & Advice +12
4
Total Companies
1953
Oldest Founded
1
Countries
49
Unique Skills

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Alternative Company Names

This company is also known as

Lexington Wealth Management Limited 列克星敦财富管理有限公司 लेक्सिंग्टन वेल्थ मैनेजमेंट लिमिटेड شركة ليكسينغتون لإدارة الثروات المحدودة Лексингтон Велс Менеджмент Лимитед