Client Testimonials

Every client has individual financial planning goals, and we have helped them to achieve these goals. Below are a number of testimonials from some of our clients.

For further information on what our clients think of us:

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“Warren is an excellent Financial Planner, a Fellow of the Institute of Financial Planning and a skilled Prestwood Software user. His recommendations to clients are based on a thorough needs analysis linked to lifelong cash flow analyses and his clients’ interests are always uppermost. He has been a member of my Advanced Planners group for several years.”
Paul Etheridge MBE, TD, JP, MBA, FIFP, FCII, CFP, Stourbridge

“Warren has been very helpful in helping us structure our investment approach. While we still have a long way to go, I’m confident that Warren will continue to be able to help us as we become more sophisticated in our strategies.”
James Manktelow, West Sussex

“Warren has always exceeded my expectations, as he ensures that he puts his clients interests first. When dealing with him personally he took the time to understand what I was after and cleared up a lot of questions for me.”
Carl Reader FCCA, Swindon

“I have known Warren on a professional basis for a number of years. He has provided advice for a large number of our clients and me. Having previously worked in a similar field I have come across a number of advisers, yet none come close in terms of knowledge and service that Warren provides. The feedback from my clients, mostly high net worth, is also excellent. His friendly, professional no-nonsense approach is always commented upon.”
Kym Watson, Northampton

“Warren is the sounding board and ideas person I need on my team. I earn it and Warren has helped me over the years to design a strong financial future. A brilliant Professional and someone I now consider a close personal friend. I highly recommend him. If you want to you can call me and I will tell you this personally!”
Michael Tipper, Cheltenham

“We must say that the team at Lexington Wealth are second to none. Warren is everything that you would ever want from a financial advisor. He has always been an inspiration to us both.
It was about eight years or so ago when we first met Warren, just when we were fast approaching retirement. His advice and guidance came at just the right time for us and we now feel very much more confident about our future.
He is backed by a very helpful and knowledgeable team and it is always a pleasure to deal with them. If you are looking for help with your financial affairs then look no further than Lexington Wealth Management.”
Geoff and Ginny Allan, Swindon

“A meeting at Lexington Wealth is always a friendly and positive experience. Everything is explained in an easily understandable manner. All staff, especially Warren, know us and you are treated professionally but also with a degree of personal interest.”
Clive Rushen

“Warren and the team have great financial knowledge and present the options in layman’s terms that are personal to me. I can strongly recommend.”
David Lee

“Warren has provided us with excellent independent retirement planning based on our risk appetite. He took time to understand our needs and provided us with comprehensive analysis and advice. Communication with Warren and his team has been first class. We have no hesitation in recommending Lexington Wealth Management.”
Wojciech Redzikowski

“I would highly recommend Lexington. I was referred by a friend and I couldn’t be happier with the outcome. From the beginning, I was reassured and details were always explained clearly. Everything discussed was followed through and professionally handled.”
Dan Brackenbury

“We have worked with Warren for more than 10 years, he’s always been helpful, explained things clearly and has always taken on board what’s been important to us and helped us achieve it. He’s specifically helped with our mortgage, strategic planning for our family and our retirement planning. We would highly recommend Warren and the Lexington team.”
Caron Winter

“Warren has helped our family with our tax and retirement planning and works closely with our family accountant. We feel very happy we are in the best possible hands.”
Oliver Harris


“Warren is exceptional – as a financial advisor, he is in a league of his own. He is attentive and genuinely interested in you and what you want, And he knows what he is talking about and delivers. I would go to no-one else and highly recommend him.”
Marie Faire, Bromham

“Warren is a highly trustworthy financial advisor. In these times it’s imperative that I get sound advice that’s focussed on my individual needs and this is what Warren provides.”
Justin Dunn, Wantage

“Warren is not your normal financial advisor. He approaches my situation holistically, is firm & personable & knows what he’s doing.”
Bruce Hoverd, Enfield

“Warren is a trustworthy individual that will create the very best opportunity for your success. I would recommend his services to anybody that wants a real expert in the field of finance.”
David Bonthuys, Andover

“Our family have used Warrens knowledge and financial skills for many years, he has helped us through retirement, and our sons through business and pension planning. He is invaluable as a sounding board and always comes up with a solution when your not sure of which path to take. Today we were worried about writing a new will…but he came up with the answer. So good to know that he always has the time and knowledge to sort out your financial problems.”
Rosemary Watson, Cotswolds and Marbella

“Marc was totally professional in his work. He took us through the points of the process of how equity release works, guiding us step by step. We never felt at any time that any pressure was put on us to go through with it. Marc was very reassuring too, he answered all fears & queries. If we knew it was going to be as easy as this we would have done it sooner!”
Mr & Mrs Wooding – Kent

“Warren has provided me with excellent financial advice for the last 15 years. He is now helping me plan for retirement and I would never go to anyone else for advice. The Lexington team are professional and extremely efficient. Thank you all at Lexington”
Amita Peet

“Best advice and client care you will ever get. Complete unbiased and well-balanced advice. Clients best interest is always put first. If you need financial advice Warren is the man to talk to. A true gentleman.”
James Gilmour

“Warren’s expert advice has been invaluable in helping us invest with confidence towards our retirement fund. Warren has definitely been instrumental in My Wife and My future security. His advice is given with professional knowledge of the products he advises on, along with the patience required for me to leave our meetings fully understanding his recommended product and advice. A first-class service that I would sincerely recommend.”
Michael Kennedy

“I have known Warren for many years both on personal and business levels and have always found him welcoming, warm and very professional in all aspects of his life. I have all my finances invested with Lexington Wealth and have total confidence they are the best company to look after my funds and will invest wisely on my behalf.”
Dave Snowdon

“In setting up my new company, Warren explained clearly the options available, remuneration choices and how the accounts worked – great service and clear advice. I would highly recommend Warren and his team”
Pete Taylor

“A real honest service from somebody who actually cares about what you need keep up the good work Warren and team!!”
James Neil