Tag Archive: Chartered Financial Planner

  1. VIDEO: Our Robust Investment Approach

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    At Lexington Wealth Management we believe the best approach for managing your wealth is to adopt a passive investment strategy. This means that we don’t believe in trying to beat the markets or paying over the odds for active management that rarely ‘pays off’. Instead, we focus on your goals and establishing the most appropriate mix of investments to help you to achieve them, without exposure to unnecessary risk.

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  2. Video Testimonial from Denise Fryer

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    Here is the next video testimonial which features Denise Fryer at our Launch Party at the beginning of the year. (more…)

  3. An Insight into Warren Shute

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    Warren is a Chartered Financial Planner and the Director of Lexington Wealth Management. He set-up the firm because he wanted to build a business that was focused on delivering expert financial advice with a client service focus. His approach to financial planning involves detailed cashflow modelling, strengthened by a passive investment approach. Warren’s aim is to help his clients achieve their lifestyle aspirations by structuring their financial affairs to support them. (more…)

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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.