Do you need your money to work harder for your Retirement?, Future?, Children?, Lifestyle?



Enter Investment Amount (£):
I will use a:
General Investment Account (GIA)
Transact NISA
Personal Pernsion Plan


Initial Fee

Annual Fee

Transact Custodian Fees
Transact Pension Wrapper Fee
Total Fees
Total Fees (%)

The calculator is for illustrative purposes only, please refer to you personalised Key Features Illustration for an exact breakdown of fees and charges.

Lexo is ‘fee-only’ which means we receive no commission or rebates from anyone. We receive no incentive, monetary or otherwise, from anybody other than you, our investor.

This allows us to be free from the conflicts associated with ‘fee-based’ or commission-based transactions inherent in the industry.

The custodial firm we use is Transact, a market-leading specialist in this field, with over £30 billion (as at Dec 2017) under custodial arrangements in the UK.

All fees are automatically paid from your Lexo account.

There are no set-up or exit fees when you invest through us – our fees are aligned with your success. Couple that with the low costs of our funds and you’ll enjoy more of your money from day one.


With investment, your capital is at risk. The value of your portfolio with Lexo can go down as well as up and you may get back less than you invest. It is important that you understand the risks. Lexo aims to provide information to help you make your own informed decision. It does not provide personal advice based on your circumstances. If you are unsure, please seek personal advice from Lexington Wealth.

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