Chartered Wealth Manager and a Chartered Fellow of the Institute for Securities & Investments (CISI).

We are very pleased to announce that our managing director Warren Shute has become a Chartered Wealth Manager and a Chartered Fellow of the Institute for Securities & Investments (CISI).

The Chartered Wealth Manager Qualification is a postgraduate level specialist qualification which encompasses the breadth of knowledge needed to provide a highest quality service to clients.

The qualification provides a sound grounding in economics and interpretation of economic statistics, financial statements, investment analysis, portfolio construction and applied wealth management.

Warren became eligible to use the Chartered Wealth Manager title following the recent merger of the Institute of Financial Planning (IFP) with the Chartered Institute for Securities & Investment (CISI).

In addition to becoming a Chartered Wealth Manager, Warren is also a Chartered Fellow of the Institute for Securities & Investments, Chartered Financial Planner, Fellow of the Personal Finance Society and Certified Financial Planner (CFP) professional.

We take our professional qualifications very seriously here at Lexington Wealth and believe in continuing personal development.

Financial Planning and investment management are two very technically demanding areas of professional advice which require high levels of skills, knowledge and experience.

By achieving the Chartered Wealth Manager, Chartered Financial Planner and Certified Financial Planner qualifications, Warren is fully equipped to work with our clients and provide suitable advice on often technically complex matters.

These professional qualifications also ensure that our people sign up to stringent continuing professional development commitments with the different professional bodies, as well as agreeing to abide by a code of ethics and conduct.

Since the Retail Distribution Review (RDR) introduced a minimum Level 4 professional qualification standard for financial advisers at the end of 2012, we are very proud that Warren has achieved the tougher Level 7 standards with Chartered and Certified qualifications and also a Master’s Degree in Financial Planning & Business.

We look forward to continuing to maintain and improve our Financial Planning and investment management expertise in the future.

 
 
 

Lexington Wealth Management