Lexington Wealth Management

Independent Financial Adviser  Orchard House, Purton, Wiltshire, SN5 4LX
First meeting at adviser's own cost
A Chartered & Certified professional Financial Planner Warren was selected as the CISI CFP Financial Planner of the Year 2017.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Group Protection/Life Insurance
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Group private medical insurance
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Group risk
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Long term care
Response rating
10/10
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FCA authorised
Last authorised 15th January 2020
Meet our advisers
Warren Shute MSc, FCSI, FPFS, CFP
Chartered Wealth Manager

An internationally recognised financial planning credential. The holder must demonstrate a combination of experience, financial qualifications (usually AFPC/DipPFS) or equivalent, an IFP assessment, ongoing educational activity (continuous professional development) and ethical behaviour.

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

Fellowship of the CII is universally regarded as the premier qualification for those working in the insurance industry. This shows a commitment to continuous professional development.

This qualification assessed a knowledge and understanding of portfolio investment management.

Fellow members will have passed the Institute’s fellowship examinations and have demonstrated five years relevant experience.

This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.

This examination assessed specialist supervisory knowledge and skills in the regulatory environment.

This examination assesses a knowledge and understanding of the legislative and regulatory position of home reversion plans and their place in the advice process.

This examination assesses a knowledge and understanding of investment products and the risks involved.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

This examination demonstrated that the individual has a knowledge and understanding of all financial planning aspects of running a business and an ability to advise clients appropriately.

FCSI membership is full membership of the CISI, and denotes an outstanding commitment to achieving the highest levels of knowledge, skills and behaviour. It is awarded to those with a suitable combination of qualifications and experience.

This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.

This qualification is a specialist qualification which demonstrates a knowledge and understanding of Financial Markets, Portfolio Construction Theory and Applied Wealth Management.

Accreditations
Certified Financial Planner Chartered Financial Planner
What our clients say
Our family have used Warrens knowledge and financial skills for many years, he has helped us through retirement, and our sons through business and pension planning. He is invaluable as a sounding board and always comes up with a solution when your not sure of which path to take. Today we were worried about writing a new will...but he came up with the answer. So good to know that he always has the time and knowledge to sort out your financial problems
Rosemary Watson, Cotswolds and Marbella
Warren is a trustworthy individual that will create the very best opportunity for your success. I would recommend his services to anybody that wants a real expert in the field of finance.
David Bonthuys, Andover
Warren is not your normal financial advisor. He approaches my situation holistically, is firm & personable & knows what he's doing.
Bruce Hoverd, Enfield
Warren is a highly trustworthy financial advisor. In these times it's imperative that I get sound advice, focussed on my individual needs and this is what Warren provides.
Justin Dunn, Wantage
Warren is exceptional - as a financial advisor he is in a league of his own. He is attentive and genuinely interested in you and what you want, And he knows what he is talking about and delivers. I would go to no-one else and highly recommend him.
Marie Faire, Bromham
Warren is the sounding board and ideas person I need on my team. I earn it and Warren has helped me over the years to design a strong financial future. A brilliant Professional and someone I now consider a close personal friend. I highly recommend him. If you want to you can call me and I will tell you this personally!
Michael Tipper, Cheltenham
I have known Warren on a professional basis for a number of years. He has provided advice for a large number of our clients and me. Having previously worked in a similar field I have come across a number of advisers, yet none come close in terms of knowledge and service that Warren provides. The feedback from my clients, mostly high net worth, is also excellent. His friendly, professional no nonsense approach is always commented upon.
Kym Watson, Northampton
Warren has always exceeded my expectations, as he ensures that he puts his clients interests first. When dealing with him personally he took the time to understand what I was after and cleared up a lot of questions for me.
Carl Reader FCCA, Swindon
Warren has been very helpful in helping us structure our investment approach. While we still have a long way to go, I'm confident that Warren will continue to be able to help us as we become more sophisticated in our strategies.
James Manktelow, West Sussex
Warren is an excellent Financial Planner, a Fellow of the Institute of Financial Planning and a skilled Prestwood Software user. His recommendations to clients are based on a thorough needs analysis linked to lifelong cash flow analyses and his clients' interests are always uppermost. He has been a member of my Advanced Planners group for several years.
Paul Etheridge MBE, TD, JP, MBA, FIFP, FCII, CFP, Stourbridge
About us

Lexington Wealth is a multi award winning Financial Planning firm. Named as one of the Top 100 Financial Planning firms in the UK, it is independently owned and specialises in helping clients live the life they desire.

Our clients are individuals and business owners, approaching or in retirement, who are serious about structuring their affairs to enjoy a lifestyle they've worked hard for. They appreciate we are a family business, focused on building long-term relationships through personalised service.

We host meetings at our offices, located in a quaint country setting. The relaxed atmosphere provides an ideal environment for our highly skilled team to focus on you.

Our services

Our approach extends beyond traditional advice. We inspire you to pursue the life you desire. After we establish your goals, we create a bespoke plan to organise your financial resources so you can achieve your objectives.

As an independent firm, you can take comfort knowing our recommendations are unbiased and aligned to your interests. We focus on minimising risk and appreciate that things can, and will, change over time.

Our team will work in partnership with you, communicating regularly throughout the year. We never make a recommendation then walk away; our commitment to service will ensure you remain on track.

Where to find us

Orchard House, Bagbury Lane, Lydiard Millicent, Wiltshire, Swindon, SN5 4LX

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
10/10
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FCA authorised
Last authorised 15th January 2020

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