Who We Are

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

 

FIND OUT ABOUT OUR VALUES      FIND OUT ABOUT OUR TEAM

Our Accreditations & Awards

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.

We have won many awards that we are proud of including winning the NMA Top 100 award 5 times including 2021 and The David Norton Building Excellence Award in 2019. In 2017 Warren won the prestigious CISI Financial Planner of the Year award.


LEXO.CO.UK

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.

visit lexo.co.uk



WARRENSHUTE.COM

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.

Visit warrenshute.com


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

Useful Info

Contact Us

01793 771 093

theteam

Contact Form

Map & Directions

 
 

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 2022 Lexington Wealth Management. All rights reserved. This content cannot be copied without the express written consent of Lexington.