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    Bespoke financial planning for high net worth individuals.

Welcome to Lexicon. We believe we are amongst the most highly qualified and experienced advisers in the UK with a refreshingly different approach to wealth management.

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Our services

We passionately believe in the importance of knowing MyNumber. This is the amount of wealth that you need to be financially secure for the rest of your life. One of the following will apply to you:

01 /

My Sale Number

MySaleNumber

How much do I need to sell my business for, to be financially secure for the rest of my life?

02 /

MyRetirementNumber

MyRetirementNumber

How much wealth do I need to accumulate to be able to comfortably retire and not have to worry about money? When will I get there? How can I get there quicker?

03 /

My Trust Number

MyTrustNumber

How much can I afford to gift away to my family, without compromising my own financial security?

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Our Mission is

"To enrich the lives of the clients we touch and help them to build a better financial future. To bring clarity and confidence to their wealth management so they don’t have to worry about money and can lead a life of financial freedom."

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Our Services

"Many years of successfully managing clients’ affairs has taught us the dangers of making important financial decisions without understanding MyNumber. Our unique process can calculate your personalised Number and give you clarity on your financial future.”

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Contact us

If you would like to get in touch with us, please feel free to contact us. You can find our contact details below or on our contact us page.

Find us

Head Office
Lexicon House
35 Leam Terrace
Leamington Spa
CV31 1BQ

London Office
12 Hay Hill
Mayfair
London
W1J 8NR

Send us an enquiry?

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We will contact you by telephone or email.

Lexicon Wealth Management together with St. James's Place Wealth Management plc are the data controllers of any personal data you provide to us. For further information on our uses of your personal data, please see our Privacy Policy or please see the St. James's Place Privacy Policy.