Do you need your money to work harder for your Retirement?, Future?, Children?, Lifestyle?

 

Team New

Warren Shute MSc. CFP, Chartered FCSI

Managing Director & Chief Investment Strategist of Lexo

Warren co-founded Lexington Wealth to deliver truly independent and unbiased advice to a select number of private clients, and in 2015 Warren Created Lexo to offer the best investment strategies and solutions directly to those investors who did not want to use a Stockbroker, IFA or Wealth Manager face-to-face.

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.

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.

Theresa Regueira

PA to Warren Shute

Theresa is responsible for managing Warren’s diary and client communication, as well as ensuring the office is always running smoothly. Theresa will be your first point of contact with Lexo, with such vast knowledge and experience, she’s always happy to help. With her caring nature and thoughtful character, Theresa really understands the meaning of placing our clients at the heart of what we do.

Poppy De Witt

Client Account Executive

Poppy has been involved in the financial services industry since 1997. Her diligence and attention to detail have been great assets to the team and is demonstrated with her desire to help others.

Poppy has her full Financial Planning Certificate and supports the Lexo team, preparing client periodic reports, undertaking research and working with providers on a daily basis, she will often deal with any financial planning related administration questions you may have.

Nicky Shute

Finance Manager

Nicky is our Finance Manager and looks after the cashflow of the business; invoicing our clients, producing our end of year accounts, in conjunction with our accountants, submitting our six-monthly regulatory return to the FCA, and much much more.

Warren and Nicky work closely with many charities, and particularly The Bala Children’s Centre, where she also helps look after their accounts.

Ruth Turland

Client Account Administrator

Ruth is the newest member of the Lexo team, and we’re not sure how we managed without her.

Ruth finds her days are full and varied, although Lexo prides itself as being a low paper consumption and efficient office, there is always administration to be done, especially in a regulated firm. So Ruth ensures all post and files are scanned, she politely chases surgeries for medical reports to arrange life policies, and follows up with clients to give them a gentle reminder when they might need it.

Lexo set a target to be carbon neutral in 2020, and Ruth has been tasked to champion this throughout the office.

Mark Gould

Compliance Officer

Mark is our Compliance Consultant has a wealth of knowledge and experience having worked in the field of compliance for over 30 years. His career started with Natwest Bank before then working as Compliance Consultant looking after a range of IFA’s within the South West of England. His primary role is to ensure that the firm remains compliant with the rules and regulations that the business is expected to follow by our regulator.

As a Compliance officer, Mark ensures the highest standard of service is continually provided to our clients and ensures we stay up to date with the rules and regulations from the Financial Conduct Authority.

Vince Wakeman

Technical Support

Having built our website, client area and secure online application process, Vince is instrumental in ensuring our website is kept up to date and is running smoothly at all times, and is always on hand to deal with any technical issues that may arise during the application process.

 

 

With investment, your capital is at risk. The value of your portofio with Lexo can go down as well as up and you may get back less than you invest. It is important that you understand the risks. Lexo aims to provide information to help you make your own informed decision. It does not provide personal advice based on your circumstances. If you are unsure, please seek personal advice from Lexington Wealth.

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