Our Team

Lexington is an experienced and professional team that is dedicated to helping you live life by design, we are all committed to helping you fulfil your financial plan.  We will work with you as a team, and encourage a collaborative relationship with your other professional advisers.

Meet The Team

Helen Winslow

Practice Manager

Warren Shute

Chartered Wealth Manager, Director

Warren is a Chartered Financial Planner and Director of Lexington Wealth Management with over 30 years of experience guiding individuals and families to live life by design, not by default—a motto he lives and works by. Holding a string of impressive letters after his name (including Chartered Fellow of the CISI and Certified Financial Planner), Warren is passionate about true lifestyle financial planning. His expertise lies in helping family stewards enjoy, protect, and grow their wealth—with enjoyment firmly at the top of that list. When he’s not deep in cashflow models or crafting a legacy plan, Warren is happiest with his wife of 30+ years and their two children, Olly and Bella, ideally somewhere with great food, good wine, and a strong Wi-Fi signal. He’s a keen golfer (working on breaking 100… consistently), loves a scenic hike, and has a weakness for luxurious travel—preferably involving room service and a sea view.

Christiaan Coolen

Associate Financial Planner

Poppy De Witt

Client Account Executive

Matthew Newman

Client Account Executive

Suz Pajak

Paraplanner

Nicky Shute

Co-Founder, Finance Manager

Helen Dobson

Social Media

Vince Wakeman

Website Manager

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Within 30 minutes we can get to know you – your situation, goals and needs – then we can summarise how we can help you pursue true wealth.

01793 771 093

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Lexington is the trading style of Lexington Wealth Management Ltd. (registered number 05503144) and Lexington Associates Ltd. (registered number 12451550). The registered office for both is Orchard House, Bagbury Lane, Lydiard Millicent SN5 4LX.

Lexington Wealth Management Ltd. is authorised and regulated by the Financial Conduct Authority (No. 440099). Lexington Associates Ltd. provides non-regulated lifestyle financial planning and estate planning services.

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved disputes between regulated firms and their clients.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as financial, tax, or legal advice. Please consult a financial, legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Additional information about Lexington and its planners is also available online at the FCA’s register.

Copyright 2025 Lexington Wealth Management. All rights reserved. This content cannot be copied without the express written consent of Lexington.