Archive: Oct 2019

  1. Financial Planning Week Money Talk

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    Next week is Financial Planning Week and UK consumers nationwide are being offered free financial planning sessions by CISI Certified Financial Planners. The aim is to give everyone a helping hand in achieving financial wellbeing, resilience and life goal planning.  To contribute to this Warren Shute CFP will be holding a free talk at the Lydiard Millicent Village Hall.

    The annual campaign is organised by the-not-for profit professional body the Chartered Institute for Securities & Investment (CISI). It is a national initiative to help improve the financial fitness of the UK public, while highlighting the fact that Certified Financial Planners represent the pinnacle of professionalism for their knowledge, skills, and integrity.

    Warren is one of the UK’s leading financial planners, radio presenter and author of the best selling personal finance book The Money Plan.  His firm Lexington Wealth Management is a local multi-award winning financial planning practice and he will be sharing his ideas and advice on how to make better decisions with your money.

    Here are a few things Warren may cover:-

    • Do you have a clear plan of what your future looks like? not only financially, but actual goals you would like to achieve. Would it be helpful if you did?

    • Do you sometimes feel unorganised with your finances and want to learn how to manage money better?

    • Are you unsure when you can retire?

    • Are you confused about how and where you should be saving money for the future?

    • Would it be helpful to know a way to make your financial decisions automatic?

    • If you are struggling with debt management, did you know there is a proven system to accelerate the repayment of your debts?

    • Have you arranged your will and lasting powers of attorney’s?

    We very much hope you are able to make the free presentation;

    Venue: Lydiard Millient Village Hall, Church Place, Lydiard Millicent, Wiltshire, SN5 3LS

    Date: Thursday 10th October 2019

    Time: 11.30am – 12.30pm

    Price: Free (and definitely no sales pitch!)

    Anyone is welcome, however, if you would like to attend please email theresa@lexingtonwealth.co.uk to secure your space.

  2. The David Norton Building Excellence Award Winner

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    It is with great pleasure and a huge amount of pride to let you know that Lexington has won the David Norton Building Excellence award at the CISI conference.

    Warren was at the awards ceremony to collect the award and bought it back with him yesterday – we need a bigger shelf!

    Warren worked really hard on Lexington’s application and this was followed by an interview with four judges two weeks ago.

    This award is seen as “the one to win” within the industry, recognising  firms striving for financial planning excellence.

    Thank you Warren for constantly striving for excellence and always believing anything is possible.

  3. Our latest charity walk

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    We have previously walked at Avebury, Cricklade to The Cotswold Water Park and last years was from Kemble to the Source of the Thames.  Thank you to all who came along for these walks and for the many additional supporters who sponsored us.

    This year we have decided to walk the Railway Path from Three Trees  Cafe at Chisledon (just off the M4 junction 15) to The Wellington pub on Marlborough High Street, which will be about seven miles and take around 2.5 hours.

    This time we will be raising money for Breast Cancer Care as this is a terrible illness that has affected the lives of so many people we know.

    The details are below, please try and join us, it’s enjoyable, good for your health and for this great charity.  If you are unable to join us, please try and support us, we have a Just Giving page set up which can be found here for Breast Cancer Care.

    The Walk
    Route: Start at The Three Trees Cafe for coffee and breakfast at Chiseldon and walk along the disused railway line to Marlborough passing Ogbourne St Andrew and Ogbourne St George
    Distance: c. 7 miles
    Difficulty:  Nice  and traffic free peaceful walk
    When: Friday 18th October
    Start:  Meet at Three Trees Cafe, Chiseldon, SN4 0HS at 9.30am (just off Junction 15 M4)
    Finish: The Wellington, Marlborough High Street for lunch.

    If you can join us, please let me know (theresa@lexingtonwealth.co.uk),  if you would also like to come along to The Wellington, Marlborough for lunch so I can reserve a table.

    Once you confirm we can organise return transport from Marlborough to Chiseldon, Warren is driving ahead and leaving a car or two there.

    Please confirm to me by Monday 14th October 2019.

    Please donate to our just giving page here.