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, one of the UK’s largest and most trusted financial planning and investment companies. They can boast some of the most experienced and qualified financial professionals in the UK – so you can be sure that your investments are in expert hands.

They provide investment management, investment advisory and financial planning services; which means whatever level of advice you need, they have it covered. And for those who prefer to choose and manage their own investments, there is also an online investment service.

There is no ‘one size fits all’ solution for financial planning. Some people need one-off advice in a specific area, such as passing on an inheritance. Others may prefer a comprehensive financial plan, complete with ongoing management of their investments. Whatever you want to achieve with your personal wealth, they can help.

They won’t charge for your first conversation with a financial planner and they will always agree fees in writing before starting any work with you.

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.