Redefining the Market Norm
A structural departure from the typical independent financial adviser.
Independent & Whole-of-Market
We are fiercely independent and proudly whole-of-market. This means our advice is completely unbiased, and we assess the entire financial market to find the exact right solution for every individual client. Founded by a combination of senior legal professionals and specialist financial advisers, we fix a broken market to offer a level of comprehensive planning rarely seen in the sector.
The Institutional Advantage
By leveraging our niche expertise and buying power, we have negotiated exclusive, preferential terms with select Tier-1 institutional banks. While we will always scan the whole market, these exclusive partnerships allow us to offer a highly competitive, fully wrapped investment charge—a rate that routinely represents the absolute best value available to our clients.
Transparent, Consolidated Wealth Management
A common pain point for vulnerable clients is navigating fragmented financial advice fraught with complex jargon and unclear fee structures. We remove this anxiety. By consolidating investment strategy, legal safeguarding, and complex insurance under one roof, we provide continuous, transparent support.
A True Family Office Level of Care.
We offer much more than lump-sum management. Our holistic approach ensures settlement funds safely cover lifelong care and accommodation needs.
01
Sustainable Investment & Viability
Providing comprehensive viability reporting on lump sums versus periodical payments. We pair independent advice with access to Tier-1 global institutions to ensure funds sustainably cover lifelong care.
02
Welfare Benefits & PI Trusts
Coordinating with specialist legal partners to establish Trusts and project-manage benefits assessments, protecting the 52-week DWP disregard window and maximizing local authority funding.
03
Specialist Private Client Insurance
Sourcing critical cover that traditional markets overlook, including insurance for high-value adapted homes, specialized luxury vehicles, and bespoke life and health policies for injured claimants.
04
Cross-Border & FX Services
Dedicated support for clients relocating abroad post-settlement or funding international care, offering highly competitive, transparent foreign exchange arrangements to protect against market volatility.
05
Adapting to a changing life
Ongoing, lifelong reviews communicated clearly without jargon. We ensure the financial strategy flexes seamlessly around deteriorating or improving health, changes in care needs, and evolving family circumstances.
Meet the Board
Ross Sando
Director
Samuel Hayman
Director
Lawrie Wilson
Director
Luke Nicholls
Director
Get in Touch
info@lexonwealth.co.uk
020 3048 2827