Wealth Management
Ensure your investments are on track to achieve the things that matter to you most
Wealth Management
Protect your wealth for future generations with specialist advice around estate planning and inheritance tax

Wealth Management Partners

Lexikin have partnered with Punter Southall Aspire (PS Aspire), a major investment and savings business that blends a strong customer focused heritage with a modern and technology-led outlook.

Uniting pensions consultancy, workplace savings and individual financial advice, PS Aspire work with employers, trustees and private clients to design and manage solutions that meet their unique needs.

How to Request Wealth Management Advice

Simply complete the call back form when you’re logged in to your Lexikin account and one of Punter Southall Aspire’s representatives will call you to discuss your requirements.

Record Your Assets

Use the Estate Calculator in the ‘my ASSETS‘ section of your account to catalogue all your investments.

Your Estate Value

The sum of your property, business interests, investments and personal possessions, minus your liabilities, give you a confidential summary of your net wealth.

Request Advice

All your personal info on Lexikin is confidential, but you have the exclusive ability to export any stored data to Punter Southall Aspire, or our other partners, rather than having to fill in more forms!

Insurance Asset Valuations

Leading auctioneers and valuers, Dreweatts & Bloomsbury, are on the Lexikin platform to provide an expert valuation service for a range of popular chattels including jewellery, silver, watches, books, paintings, furniture, clocks, ceramics, art and wine.