Who We Are

We are a multi-award-winning financial planning firm, our mission is to educate and inspire you to pursue the life you desire.

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, or online using Zoom. The relaxed atmosphere provides an ideal environment for our highly skilled team to focus on your needs, goals and ideals.

We have been serving affluent families, business owners and executives since 1995.

We’re extremely proud to be an Accredited Financial Planning Firm™. That means we meet the rigorous ethics, experience, competence and professional practice standards set out by the CISI.

Our Awards

We have won many awards that we are proud of including winning the NMA Top 100 award 6 times including 2022 and The David Norton Building Excellence Award in 2019. In 2017 Warren won the prestigious CISI Financial Planner of the Year award.

Our Other Websites

Lexo Online Investing Portal

In 2017 we developed a system for those investors who choose not to use a wealth management company.

Lexo is an online investment tool developed by Lexington Wealth providing access to some of the best advancements in investing history whilst keeping you in control with transparency and access.

For more information visit lexo.co.uk

WarrenShute.com Financial Education

Warrenshute.com was born out of Warren’s ambition to help 1 million people create financial freedom, freedom from the worries of money.

This website offers free help and guidance to those wanting support to make better money decisions.

For further information please visit www.warrenshute.com

Request an Appointment

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 2024 Lexington Wealth Management. All rights reserved. This content cannot be copied without the express written consent of Lexington.