Lexington Wealth

Lexington Wealth is a financial planning firm based in Wiltshire that provides financial planning and wealth management services to individuals and business owners, focusing on building long-term relationships.
  • Tax Planning
  • Estate Planning
  • Business Planning
  • Financial Planning
  • Retirement Planning
  • Windfall Management
  • Investment Management
  • Employee Financial Education
Size
Small
Phone
N/A
Website
lexingtonwealth.co.uk
Email
N/A
Locations
Orchard House, Bagbury Ln, SN5 4LX
01793771093
Digital Popularity
Social Media
Competitors
True Potential Wealth Management
True Potential Wealth Management provides expert financial advice and wealth management services tailored to individual client needs.
Polestar Wealth Management
Polestar Wealth Management provides comprehensive financial advice across various areas, including retirement planning, savings, and investment strategies.
Company Details
Lexington Wealth is operated by Lexington Wealth Management Limited and is a Active company incorporated on 8 July 2005 with the registered office located in Swindon, Wiltshire. Lexington Wealth Management Limited was registered 20 years ago.
Status
Active
Size
Micro
Directors
2
Age
20 years old
Employees
5
Turnover
Unreported
Total Assets
£661.62K
Cash in Bank
£80.83K
Total Liabilities
-£274.68K
Mr Warren Martyn Shute
Director • PSC • Financial Consultant • British • Lives in UK • Born in Apr 1974
Nicola Jane Shute
Secretary • PSC • British • Born in May 1977 • Lives in UK
More information on Lexington Wealth Management Limited
Teams
All
3
Finance
2
Customer Service
1
Lexington Team
Client Account Executive
Warren Shute CFP®
Chartered Wealth Manager • Joined Jan 2000
Christiaan Coolen
Associate Financial Planner • Joined Nov 2024
Warren Shute CFP®
Chartered Wealth Manager • Joined Jan 2000
Christiaan Coolen
Associate Financial Planner • Joined Nov 2024
Lexington Team
Client Account Executive