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Lexington Wealth Management
Orchard House
Bagbury Lane
Lydiard Millicent
SN5 4LX

Tel:
01793 771 093

Fax:
01793 477 966

Email:
theteam@lexingtonwealth.co.uk
Website:
http://lexingtonwealth.co.uk/

Lexington Wealth Management

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.

WARREN SHUTE MSc. CFP, FIFP

Managing Director and Chartered Financial Planner

In 2000, alongside his wife Nicky, he set-up Lexington to focus on delivering truly independent and unbiased advice to a select number of private clients and business owners.

Based in Wiltshire, Lexington Wealth Management is an independently owned Fee Based Financial Planning practice. We specialise in the provision of comprehensive, in-person financial advice and wealth management services to a select number of private clients.

We typically work with business owners and private clients approaching or in retirement, serious about structuring their affairs to enjoy the lifestyle they’ve worked hard for.

Our approach extends beyond traditional financial advice. We educate and inspire you to live the life you desire by establishing your lifestyle goals. Then we create a plan with you to organise your financial resources in order to achieve those goals.

We are a family business focused on building long-term, collaborative relationships with an emphasis on a personalised service. Honest conversations and a commitment to always acting in your best interests will build trust, giving you confidence your affairs are in safe hands.

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