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Certified and Chartered Financial Planner

 

 
Strategic Investor

Strategic Investor is an independent, fee-only financial adviser which provides individually tailored strategies for preserving and enhancing wealth.

Our business philosophy and our investment model are based around the three simple factors which matter most to today’s investors.

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Uncompromising customer service and low, transparent fees. Uncompromising levels of customer service coupled with a fee-only cost model and low cost asset portfolios that don't eat into your returns.

Acclaimed academic research. Investment strategies and portfolios based on scientific research into the types of investment which perform best over time.

Strategic investment not tactical speculation. A strategic approach to investment which carefully takes into account tolerance to risk, individual circumstances and aspirations.

We have combined the 3 factors of service, science and strategy and to form the Strategic Investor 3SI model. This model is the foundation of our business philosophy, our investment strategies and our asset portfolios.

Strategic Investor is the investment arm of established wealth management company Lexington Wealth Management Ltd.

 
 
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Strategic Investor is a trading name of Lexington Wealth Management Ltd

Lexington Wealth Management Ltd is regulated and authorised by the Financial Services Authority
Lexington Wealth Management Ltd - Registered in England and Wales no 05503144
Orchard House, Bagbury Lane, Lydiard Millicent. SN5 4LX