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Lexington Wealth

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Lexington Wealth Management is a award winning firm of Chartered Financial Planners offering Comprehensive Financial, Investment & Estate planning advice.

Lexington Wealth Management is an award winning firm of Financial Planners.

02/11/2026

Meet the team 👋
Next up in our meet the team series is Helen, our Practice Manager!

Helen has over 20 years of experience in the financial services industry and looks after everything from compliance and operations to our systems and processes.

She's also someone who loves a challenge and believes there's a solution to every problem!

Helen is an avid Parkrun enthusiast, loves skiing (but says she is terrible at it!) and was once a county-level hurdler and long jumper... back in the day. It's fair to say she's always been pretty sporty!

Helen also has a brilliant outlook on life. She believes in making the most of every opportunity and not worrying too much about the little things. ❤️

It's a mantra we all believe in at Lexington, and one we think more people should embrace!

31/10/2026

Autumn Budget 2026: 10 things worth knowing...👇

Following Wednesday's Autumn Budget, Warren put together a summary of ten key announcements and what they could mean for our clients and their finances.

We thought it was important to share with anyone who follows us too, in case it helps.

From pensions and Inheritance Tax to savings, property and business owners, there's plenty to think about and consider.

📖 Take a look through our Budget briefing for the key changes and dates to be aware of.

28/10/2026

Different money has different jobs....

Think about the money you have in your bank account, your savings, pensions and investments. It's all your money, but you probably won't need to use it all at the same time.

Some of it might be needed next month, some in a few years and some might not be touched for another 20 years.

That's why it's important to give different parts of your money different jobs.

👉 Liquidity: Money you need access to.
This is the money you keep available for everyday spending, emergencies or things you've got planned in the next few years.

You want to know it's there when you need it, without worrying about what the stock market is doing.

👉 Longevity: Money for the longer term.
This is money you won't need for many years, perhaps to support you throughout retirement.

Because it has longer to work for you, it may be appropriate to invest it with the aim of growing your wealth and keeping pace with inflation over time.

The important thing is knowing how much you need in each.

Keep too much in cash for too long and inflation can gradually reduce what it's worth. Invest money you'll need soon and you could be forced to sell when markets are down.

Making sure your money is in the right place for when you'll need it is all part of building your financial plan.

27/10/2026

Do you need to be wealthy to have a financial planner? 🤔

Absolutely not. But there are certain stages in life when having a financial planner becomes particularly valuable.

Perhaps you've spent years building a successful business, paying into pensions, investing regularly or building up savings.

For a long time, you've been quite happy managing things yourself.
Then life starts to get a little more complicated.

You're thinking about retiring in the next few years. You have pensions from different employers. You're wondering how best to pass money on to your children, or perhaps you're considering selling your business.

Suddenly, there are quite a few decisions to make, and some of them could have a significant impact on your future.

👉 This is often when people start to see the value of working with a financial planner.

Not because they've reached a particular amount in wealth, but because they have important decisions ahead and want to understand their options before making them.

It's less about how wealthy you are and more about what you need your wealth to do next.

23/10/2026

A huge congratulations to our co-founder, Warren Shute CFP, who was recently awarded the 2026 Tony Sellon Good Egg Award by the Chartered Institute for Securities & Investment The CISI.

This award recognises individuals who go above and beyond their professional achievements to make a positive difference to the people around them and the wider financial planning community.

And we couldn't think of anyone more deserving!

Warren shared just how much this recognition means to him:

"To be recognised by your peers is always special, but this award means a great deal to me personally. I’ve been fortunate to spend my career doing something I love, surrounded by some wonderful people in financial planning”. - Warren Shute.

Warren has spent his career not only helping clients plan for their futures, but also sharing his knowledge, supporting other financial planners and encouraging others to keep learning and improving.

Those of us who work alongside him know just how much energy, enthusiasm and care he puts into everything he does.

We're incredibly proud of you, Warren, and it's wonderful to see you recognised for the difference you make.

Congratulations from all of us at Lexington! 👏

22/10/2026

Today, the Lexington Wealth team rallied together at Lexington HQ for their Q3 State of the Nation meeting.

These quarterly meetings are important for keeping the team informed about what's happening across the business, reviewing our progress and making sure we're all aligned with our goals.

It's always a great opportunity to share ideas, celebrate what's going well and look at how we can continue improving what we do for our clients.

20/10/2026

Meet the team 👋
Next up is Nicky, Lexington's co-founder and the REAL boss! 😂

Nicky has been part of Lexington since day one, working alongside her husband Warren to build the business into what it is today.

In the early days, she did a bit of everything, from mortgages and paraplanning to looking after the finances. These days, she's the one keeping the team, finances and all the important behind-the-scenes bits running smoothly.

But there's a lot more to Nicky than keeping everyone organised!

She's a big fan of fashion, design and gardening, and has completed the overnight marathon-length Moon Walk... twice! Her creative side is a big part of who she is, and this makes the Lexington social events the best! 🥂

Her idea of a perfect Saturday is a walk to get the newspaper, come home, put a vinyl record on and sit with Warren over breakfast reading The Times.

❤️ Helping other people is important to Nicky, alongside her biggest passion and proudest achievement - her family. She's the rock behind Warren, Olly and Bella.

16/10/2026

“I already have an accountant. Do I need a financial planner?” 🤔

It's a fair question, and one we can understand!

If you already have someone helping you with your tax returns, business accounts or financial decisions, you might wonder what a financial planner could add.

The answer is that we do different things, and often work alongside each other.

Your accountant might help you understand your tax position, manage your business finances and make sure you're meeting your obligations.

👉 A financial planner takes a broader look at your personal finances and how they fit into your life.

For example, your accountant might help you work out the tax implications of selling your business.

Your financial planner can help you understand what that sale could mean for your retirement, your family's future and how much you can afford to spend once you've stepped away.

And financial advice? That might involve a specific recommendation about a pension, investment or another financial product.

All three have their place.

It's not about choosing one over the other. It's about having the right people helping you make the right decisions in the right areas.

15/10/2026

Meet the team 👋
We've had a few new members of staff and new followers since we last introduced ourselves, and to do things a little differently, we're sharing some fun facts about our team!

First up is Warren Shute CFP, our co-founder!

If you've been following us for a while, you'll probably recognise Warren. But there's quite a bit you might not know about him!

Warren has spent over 3 decades in financial planning, helping people make the most of their money and, more importantly, enjoy the life they've worked hard for.

He's also the person who's constantly coming back from conferences with new ideas for the team to try! He's passionate about learning from some of the best minds in financial planning and investing, and finding ways to make the experience even better for our clients.

But there's plenty more to Warren than pensions and investments!

He's a former British Tae Kwon-Do champion, a bestselling author, has appeared on BBC and Bloomberg, and has a real fascination with how people think and make decisions.

So, if you ever find yourself chatting to Warren about anything from retirement planning to martial arts or human psychology, you'll know why! 😂

Which fun fact about Warren surprised you the most?

13/10/2026

What actually is financial planning? 🤔

It's a term you might hear a lot as you approach retirement, but what does it really mean?

Put simply, financial planning is about working out what you want from life and then making a plan for your money to help you get there.

At Lexington, we start by getting to know YOU.

What would you like retirement to look like? Are there things you've always wanted to do? Do you want to help your children or grandchildren? What concerns do you have about the future?

Once we understand what's important to you, we look at your finances, including your pensions, savings, investments, income, expenditure and tax position.

We then bring everything together to build a financial plan that shows where you stand, what might be possible and what decisions you may need to make.

And because life doesn't always go to plan, we review and adapt it as your circumstances change.

It's about making sure the money you've worked hard for supports the life you actually want to live.

Address

Siddington House
Gloucestershire
GL76ET

Opening Hours

Monday	8:30am - 5pm
Tuesday	8:30am - 5pm
Wednesday	8:30am - 5pm
Thursday	8:30am - 5pm
Friday	8:30am - 5pm

Telephone

+441793771093

Website

http://lexingtonwealth.co.uk/

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