Lexington Wealth Management Ltd, Certified and Chartered Financial Planner  
 
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Certified and Chartered Financial Planner

 

 

Lexington Team & Credentials

Warren Shute

Chartered Financial Planner, CFP, FPFS, AIFP, CeMAP, Cert CII(MP&ER), AIPW

Founder Lexington Wealth Management

Lexington Wealth Management Ltd was founded by experienced Chartered Financial Planner Warren Shute.  After training in the mid 1990's with a leading Surrey based IFA, Lexington was founded in 2000.

Warren enjoys Financial Planning and helping clients achieve the life that they deserve. Warren has appeared on BBC TV & Radio and Bloomberg TV & Radio as well as writing several newspaper articles.

Warren's LinkedIn profile is found by clicking HERE

Email Warren click here - EMAIL

Warren Shute  

Louise Wheeler

Personal Assistant to Warren Shute

After working many years as a PA to a Partner of a top four Accountancy firm, Louise is the newest member of our team.

Louise supports Warren in his day to day meetings, managing his client diary and office matters.

Email Louise client here - EMAIL

Louise Wheeler

Colin Mitchell Cert PFS CII (MP)

Independent Financial Planner

Colin joined Lexington early in 2010 having previously worked with a Surry based IFA company.  Colin has been a good friend of Warren's and Nicky for ten years and he advises and looks after our Surrey, Hants, Berks, Bucks and Herts based clients and lives in Guildford with his family.

Colin enjoys helping clients to achieve the objectives and goals they have in life.  Colin specialises in retirement planning, investments and protection and is very driven in furthering his own professional qualifications on his journey to becoming a Chartered Financial Planner.

Email Colin click here - EMAIL

Colin Mitchell

Damien O'Dwyer Adv. CeMAP

Mortgage Consultant and Finance Manager

Damien has worked in the financial services sector for over a decade and for the majority of this time has focussed on helping clients obtain the best mortgage rates and terms for their circumstances. Damien and Warren first worked together in the mid 90's and built a strong relationship for doing the very best for their clients. In recent years they have concentrated in being specialists in their chosen fields whilst working closely for the client's best interests.

Email Damien click here - EMAIL

Damien O'Dwyer

Richard Regueira CeMAP

Client Account Executive and Mortgage Consultant

Richard is a Client Account Executive managing the day to day client enquiries and adminstration with Nicky.

Richard is also a qualified mortgage and protection adviser with his own clients at Lexington.  He worked in a variety of roles in the financial services sector before choosing to specialise in mortgage advice. Like Damien, he has vast experience of working in busy estate agencies and specialist mortgage departments using his knowledge to the advantage our clients.

Email Richard as a Client Account Executive click here - EMAIL

Email Richard for mortgage advice client here - EMAIL

Richard Regueira

Nicky Shute

Client Account Executive

Nicky is Warren's wife and founded the business with him in early 2000.  Nicky's role within Lexington is a Client Account Executive, she manages the day to day enquiries from clients and preparing for client meetings.

Email Nicky click here - EMAIL

Nicky Shute
 
 
 
Website by Honeystone  
 
 
 

Registered Office: Orchard House, Bagbury Lane, Lydiard Millicent, SN5 4LX
Registered in England number: 05503144

Authorised and Regulated by the Financial Services Authority
The Financial Services Authority does not regulate Will Writing, Estate Planning, Trust advice, Taxation advice and some forms of Mortgages and ISA’s

To understand the features and risks of an Equity Release Mortgage, ask for a personalised illustration.
YOUR HOME MAY BE RESPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE
There may be a fee for Mortgage advice.  The precise amount will depend upon your circumstances but we estimate that it will be £299.