In 2001 Warren co-founded Lexington Wealth to deliver a truly independent and unbiased advice to a select number of private clients.
Warren has been a regulated investment adviser since 1995 and has completed a Master’s in Business and Financial Planning. Over the years he has attained many of the professions highest qualifications to stay at the forefront of Wealth Management, being a Certified Financial Planner, Chartered Wealth Manager, and Chartered Financial planner.
Warren is also a Chartered Fellow of the Chartered Institute for Securities and Investment since inception and a Fellow of the Personal Finance Society since 2007.
As the head of Lexington Wealth Warren works directly with clients to create and manage their long-term financial planning strategies which often includes organising investment portfolios and retirement planning.
Being at the pinnacle of his profession has lead Warren to become a best-selling author of “The Money Plan” as well as featuring as a financial expert on the radio and in national newspapers.
I love working closely with clients to solve their challenges and help them build a financial plan that inspires them to live the life they desire. I also genuinely enjoy finding out what they have been up to, and what they have achieved with their financial freedom.
Professionally, I am most proud of winning the Certified Financial Planner of the Year in 2017. I am also proud of my team at Lexington for achieving the CityWire Top100 financial planning firm numerous times and the David Norton Building Excellence Award in 2019.
Nicky and I have built our business and family together. We met when we were 18 and 21 and we have two amazing children who are now both enjoying sports so Nicky and I often find ourselves on the side-line of a match together, rain or shine!
I love holidays in the sun and exploring new places, as well as visiting the gym whenever I can. I also have a personal interest in psychology and personal development, so I read a lot and I like to attend courses around the world on these subjects.