Tag Archive: CISI

  1. Financial Planning Week Money Talk

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    Next week is Financial Planning Week and UK consumers nationwide are being offered free financial planning sessions by CISI Certified Financial Planners. The aim is to give everyone a helping hand in achieving financial wellbeing, resilience and life goal planning.  To contribute to this Warren Shute CFP will be holding a free talk at the Lydiard Millicent Village Hall.

    The annual campaign is organised by the-not-for profit professional body the Chartered Institute for Securities & Investment (CISI). It is a national initiative to help improve the financial fitness of the UK public, while highlighting the fact that Certified Financial Planners represent the pinnacle of professionalism for their knowledge, skills, and integrity.

    Warren is one of the UK’s leading financial planners, radio presenter and author of the best selling personal finance book The Money Plan.  His firm Lexington Wealth Management is a local multi-award winning financial planning practice and he will be sharing his ideas and advice on how to make better decisions with your money.

    Here are a few things Warren may cover:-

    • Do you have a clear plan of what your future looks like? not only financially, but actual goals you would like to achieve. Would it be helpful if you did?

    • Do you sometimes feel unorganised with your finances and want to learn how to manage money better?

    • Are you unsure when you can retire?

    • Are you confused about how and where you should be saving money for the future?

    • Would it be helpful to know a way to make your financial decisions automatic?

    • If you are struggling with debt management, did you know there is a proven system to accelerate the repayment of your debts?

    • Have you arranged your will and lasting powers of attorney’s?

    We very much hope you are able to make the free presentation;

    Venue: Lydiard Millient Village Hall, Church Place, Lydiard Millicent, Wiltshire, SN5 3LS

    Date: Thursday 10th October 2019

    Time: 11.30am – 12.30pm

    Price: Free (and definitely no sales pitch!)

    Anyone is welcome, however, if you would like to attend please email theresa@lexingtonwealth.co.uk to secure your space.

  2. Chartered Wealth Manager and a Chartered Fellow of the Institute for Securities & Investments (CISI).

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    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.