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 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.
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