Lexington Wealth Management

Independent Financial Adviser  Orchard House, Wiltshire, Swindon, SN5 4LX
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FCA authorised
Last authorised 20th September 2021
A Chartered & Certified Financial Planner Warren is one of the leading financial planners in the UK. Warren is the author of the Amazon bestselling personal finance book The Money Plan and is a weekly columnist for the Sunday Mirror.
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
Meet our advisers
MR Warren Shute MSc, FCSI, FPFS, CFP
Chartered Wealth Manager
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.

Warren has won the Financial Planner of the Year and Lexington has been awarded the prestigious David Norton Excellence award.

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, or via Zoom. 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.

Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

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

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