Lexington Wealth Management - Swindon

Address: Orchard House, Bagbury Ln, Lydiard Millicent, Swindon SN5 4LX, United Kingdom.
Phone: 1793771093.
Website: lexingtonwealth.co.uk
Specialties: Financial planner, Investment service.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible toilet, Toilet, LGBTQ+ friendly, Transgender safe space, Appointment required, Appointments recommended, Free parking lot.
Opinions: This company has 33 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Lexington Wealth Management

Lexington Wealth Management Orchard House, Bagbury Ln, Lydiard Millicent, Swindon SN5 4LX, United Kingdom

⏰ Open Hours of Lexington Wealth Management

  • Monday: 9 am–5 pm
  • Tuesday: 9 am–5 pm
  • Wednesday: 9 am–5 pm
  • Thursday: 9 am–5 pm
  • Friday: 9 am–5 pm
  • Saturday: Closed
  • Sunday: Closed

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Lexington Wealth Management: A Trusted Financial Advisor in Swindon

Located at Orchard House, Bagbury Ln, Lydiard Millicent, Swindon SN5 4LX, United Kingdom, Lexington Wealth Management stands out as a comprehensive financial planning and investment service provider. With an impressive online presence and a commitment to customer service, this firm offers a range of services including financial planning and investment services tailored to individual needs. The establishment's accessibility features, such as wheelchair-accessible parking and toilets, demonstrate its dedication to inclusivity.

For potential clients looking to schedule an appointment, Lexington Wealth Management offers both online and on-site services, ensuring convenience for all. The business encourages appointments, emphasizing the importance of personalized service. Even though an appointment is required, the average opinion on Google My Business is a glowing 5/5, reflecting high customer satisfaction. The firm's free parking lot and LGBTQ+ friendly environment further enhance its appeal to diverse clientele.

Key features of Lexington Wealth Management include:

  • Financial Planning: Expert advice on managing finances.
  • Investment Services: Strategies to grow clients' capital.
  • Online Appointments: Flexibility for clients to schedule from anywhere.
  • Wheelchair Accessibility: Ensuring easy access for all visitors.
  • Free Parking: Convenience for clients during visits.
  • LGBTQ+ Friendly: A welcoming space for everyone.
  • Transgender Safe Space: Prioritizing the comfort and safety of transgender clients.

Clients can reach out via phone at 1793771093 or visit their website lexingtonwealth.co.uk to learn more or book a consultation. The combination of personal service, accessibility, and positive reviews makes Lexington Wealth Management a standout choice for those seeking financial guidance in Swindon.

Summary

Lexington Wealth Management offers personalized financial planning and investment services with a commitment to accessibility and client satisfaction, as evidenced by an impressive 5/5 average rating on Google My Business.

Keywords


Financial Planning
Investment Services
Accessibility
Online Appointments
LGBTQ+ Friendly
Transgender Safe Space
Free Parking
Location: Swindon

Word Count

977 words

Quality Score

8/10 - The content provides detailed information about the services and features of Lexington Wealth Management, but could benefit from more specific examples of services offered beyond the general description.

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👍 Reviews of Lexington Wealth Management

Lexington Wealth Management - Swindon
Murray H.
5/5

⭐⭐⭐⭐⭐ An Outstanding Experience with Warren Shute and Lexington Wealth Management

Working with Warren Shute and the team at Lexington Wealth Management has been nothing short of transformative. Warren brings a rare combination of financial expertise, clear communication, and genuine empathy to every interaction — qualities that are sadly too rare in the financial world.

From the outset, Warren’s approach stood out. He doesn’t just crunch numbers or talk in jargon; he takes the time to understand your personal goals, values, and lifestyle, making financial planning feel empowering rather than overwhelming. His signature style — practical, personable, and deeply informed — helps demystify complex concepts, whether you're planning for retirement, managing investments, or simply looking for a smarter way to handle your money.

The team at Lexington Wealth is equally impressive: professional, responsive, and clearly aligned with Warren’s client-first ethos. There’s a sense of integrity and clarity in everything they do, and it's easy to see why they have such a strong reputation in the industry.

Warren’s media presence and bestselling book The Money Plan are a testament to his mission to make financial wellbeing accessible to everyone. But what really sets him apart is his ability to tailor that knowledge to your individual circumstances, always without pressure or judgment.

If you're looking for a financial advisor who combines wisdom with warmth, and strategy with sincerity, Warren Shute and Lexington Wealth Management should be your first call. He has simply given me my life back and made retirement less scary - my only regret is not speaking to Warren 10-years ago. This man wins awards deservingly so. Thank you Warren.

Lexington Wealth Management - Swindon
Gary W.
5/5

We have been with Warren and the Team for nearly 24 years and as you can imagine so many things have changed in the world of finance over that time, Warren has been brilliant with us, providing information and advice in a way that is understandable, clear and in line with our questions, plus how we have wanted to live our lives. We have made some big life decisions over the years with Warren always ready to support and give guidance when it’s required.
Our questions about retirement were excellently answered and it has really helped us take that big step forward. We are now really enjoying our retirement and doing so many of the things that we have both worked so hard for.
What I really like about Warren and our meetings is that he is genuinely interested in you as people, finding what you want to achieve and then helping you find ways to make that happen, that is the mark of a sincere person who is there for you not himself.
So, if you ever need advice and information regarding your financial planning, Warren and the team are Number 1. Thank you so much for all you have done for us Gary & Caron

Lexington Wealth Management - Swindon
John P.
5/5

I've been a client of Lexington Wealth Management (both as a business and personal client) for more than fifteen years and I continue to be impressed by the level of service that Warren and his fabulous team deliver. Warren takes such great personal care to ensure that he understands my wants and needs as a customer, and in delivering the highest quality advice and services for me to get the most from my money. I'm delighted with the results that Warren has achieved for me over the years I unreservedly recommend Warren and Lexington to anyone looking for wealth management services.

Lexington Wealth Management - Swindon
Sofia S. G.
5/5

I’d like to say Lexington has been absolutely Fantastic. Warren and the team are just brilliant. Their handling of my pension has been top-notch since coming on board 2 years ago, I’m delighted with the results. If the performance continues i will have a very comfortable retirement and my future self will be thanking me i reached out to Warren and his team. The performance of my pension has been nothing short of remarkable but more importantly the team culture they foster is brilliant.

They are so responsive, friendly, and genuinely invested in their clients’ well-being. It feels like being part of a supportive financial family. Hats off to the entire team at Lexington...well done and thank you.

PS: Sofia Sparkle Girl is my daughters Gmail account so i had to leave the review under that name as I do not have a gmail account of my own. The good news in 30 years time she'll be thanking Warren too. 🙂

Lexington Wealth Management - Swindon
Nigel G. G.
5/5

We have been clients of Lexington for over 8 years and always found Warren and his team very friendly, helpful and efficient.
Warren always provides good advice and is very reassuring about our future financial situation.

Lexington Wealth Management - Swindon
paul
5/5

Great to meet up with Warren, Lewis and the team at Lexington yesterday.
Our planning meeting was really informative and I came away with a clear picture of the plan for the year ahead regarding my pension and other investments.
I particularly appreciate the personal touch at Lexington. You definitely don’t feel like you are ‘just another client’.

Lexington Wealth Management - Swindon
Justin D.
5/5

Warren has been my financial advisor for many years now and I recommend him without any hesitation. It's so important to have somebody you can totally trust, who gets to know you and your current and future plans so they can help you financially. Warren does this for me. He is wise and pragmatic. As I've got older and things like pensions and savings become more important, Warren has been invaluable in what he has advised me to do with my earnings , focusing on the future.
Warren's entire team have the same work ethic and they are all a pleasure to work with.
I would not be in such a fortunate financial position today if it was not for the relationship I have had with Warren over the last twenty five years and I would recommend him and his team to anyone who wants to have the security in that someone is giving them the best possible financial advice to give them a healthy financial future.

Lexington Wealth Management - Swindon
Wojciech R.
5/5

Warren has provided us with excellent independent retirement planning based on our risk appetite. He took time to understand our needs and provided us with comprehensive analysis and advice. Communication with Warren and his team has been first class. We have no hesitation in recommending Lexington Wealth Management.

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