Based in Wiltshire, Lexington Wealth Management is an independently owned, family run financial planning practice. We specialise in the provision of comprehensive financial advice and wealth management services to a select number of private clients.
Our clients are individuals and business owners, either approaching or in retirement, who are serious about structuring their affairs to enjoy a lifestyle they’ve worked hard for. They appreciate that we are a family business, focused on building long-term, collaborative relationships with an emphasis on 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 your needs, goals and ideals.
In 2000, alongside his wife Nicky, he set-up Lexington to focus on delivering truly independent and unbiased advice to a select number of private clients and business owners.
Warren spends his weekends with Nicky and their two children, Oliver and Isabella. He enjoys fitness, rugby, shooting, fine wine and climbing mountains (not in that order!).
Nicky is our Finance Director, responsible for looking after our monthly accounts. She monitors the company finances and is always on the lookout for savings or improvements.
We asked Nicky to describe her favourite journey. She couldn't decide, so settled on two: travelling to Florida with the family, stepping off the plane and having the heat hit in full force. She also loves travelling to London on the train, knowing she is about to enjoy the sights, history and atmosphere.
Theresa is Warren’s PA working closely with Warren and Nicky to ensure the smooth running of many aspects of the office.
Theresa has worked with Financial Planning firms for over 15 years and brings a wealth of experience and knowledge to the team.
In her spare time Theresa likes to have fun with her two children but also enjoys spending time with her friends and family.
Poppy has many years experience in the Financial Planning sector, most recently she headed up Dennis & Turnbull Financial Planing, a joint venture between Lexington Wealth and Dennis & Turnbull Accountants, before it was merged into Lexington. Poppy supports Warren, typically working with our Asset Management clients, preparing their periodic reports, undertaking research and working with providers on a daily basis.
In her spare time she enjoys yoga and swimming and spending time with her friends and family. She is married and has two young children.
Kim graduated with a First in Law but decided against a legal career, instead joining a local Chartered Financial Planning practice as a trainee IFA. Kim achieved Chartered Financial Planner status in 2011, one of the youngest in the UK at the time to do so. Kim now supports Lexington as a senior technical Paraplanner.
Mark has been our Compliance Consultant since 2012 and has worked in the compliance field for over 25 years. This career began with Natwest Bank and from there he worked for a large Network as a Compliance Consultant looking after a range of IFA’s within the South West England. Mark was then a Compliance Director for a large IFA in Bath for over 10 years when he decided he wanted to spread his wings and go out alone.
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