Warren Shute MSc. CFP, Chartered FCSI
Warren Shute is a Chartered Wealth Manager and is the founder and Chief Investment Strategist of LEXO. He set-up Lexo because he wanted 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.
Leading Credentials and Prestigious Memberships
As a regulated investment adviser since 1995, Warren has attained many of the profession’s highest qualifications as well as memberships to its leading bodies:
- Financial Conduct Authority (FCA) authorised
- Master’s degree in Financial Planning and Business from Manchester Met Business School
- Chartered Wealth Manager
- Certified Financial Planner
- Chartered Fellow of the Institute for Securities & Investment
- Fellow of the Personal Finance Society
Warren is also a member of:
- The prestigious Cellar Club, established in 1974 with members comprising of the UK’s most distinguished Financial Planners.
- The Trusted Adviser Group, a group of the UK’s leading investments advisers offering academic based investment solutions.
When he’s not working you’ll often find him at the local shooting school or with his wife Nicky, watching their children engage in the numerous sporting and recreational activities young children do these days.
A Wealth of Experience – on TV, radio and more
As a leader in the profession, Warren has appeared on television, radio and in the local and national press. He currently writes a regular monthly column in the press and prepares articles for national publications.Warren is passionate about financial planning and helping people achieve the most with their lives.
The Chartered Institute for Securities and Investment granted Warren his Statement of Professional Standing (SPS) which is a post Retail Distribution Review (RDR) FCA requirement for all practicing investment advisers.
Theresa is Warren’s Personal Assistant and is responsible for our client communications, social media and web-site updates.
Theresa is an excellent member of our team known for her efficiency and customer service, Theresa has worked with Warren in financial services for well over 10 years.
If you would like Warren to make a comment on a financial planning matter, appear on a show or write an editorial, please contact Theresa with further details.
On the weekend you are most likely to find her relaxing, playing netball or spending time with her children.
Poppy De Witt
Poppy has many years experience in the financial planning sector, most recently she headed up Dennis & Turnbull Financial Planning, a joint venture between Lexington Wealth and Dennis & Turnbull Accountants, before it was merged into Lexington Wealth. Poppy supports the Lexo team, preparing client periodic reports, undertaking research and working with providers on a daily basis.
In her spare time she enjoys yoga and swimming and spending time with her friends and family. She is married and has two young children.
Kim George – Technical Paraplanner
Kim graduated with a First in Law but decided against a legal career, instead joining a local Chartered Financial Planning practice as a trainee IFA. Kim achieved Chartered Financial Planner status in 2011, one of the youngest in the UK at the time to do so. Kim now supports Lexo as a senior technical Paraplanner.
Mark Gould – Compliance Officer
Mark has been our Compliance Consultant since 2012 and has worked in the compliance field for over 25 years. This career began with Natwest Bank and from there he worked for a large Network as a Compliance Consultant looking after a range of IFA’s within the South West England. Mark was then a Compliance Director for a large IFA in Bath for over 10 years when he decided he wanted to spread his wings and go out alone.
Nicky is our Finance Director, responsible for looking after our monthly accounts. She monitors the company finances and is always on the lookout for savings or improvements.
We asked Nicky to describe her favourite journey. She couldn’t decide, so settled on two: travelling to Florida with the family, stepping off the plane and having the heat hit in full force. She also loves travelling to London on the train, knowing she is about to enjoy the sights, history and atmosphere.