Warren’s Story

I’ve been a Financial Planner for over 20 years! I love to crunch the numbers, create financial plans and solve problems.  But I also have a passion for psychology and human behaviour because early on in my career I noticed that some people would implement what I showed them and have great results, whilst others failed to commit to a program and ‘failed’.

I’m a Chartered Wealth Manager, Certified Financial Planner and I have a Masters’ degree in Financial Planning and Business – the logic of financial planning is in my DNA, I love it.

I have won the Chartered Institute for Securities & Investment (CISI) Certified Financial Planner of the Year and CityWire has rank Lexington Wealth as a Top 100 firm two years in a row.

But at the same time as starting my career in Financial Planning and Accountancy, I embarked on a journey of self-development and coaching.  Training to the highest level with some of the worlds best authorities; Tony Robbins, Richard Bandler & Paul McKenna.

I enjoy this so much and found it helped my clients and me, that I qualified as a Master NLP Practitioner and Trainer, a practitioner in Hypnosis, TFT and Havening.

When I combine the right brain; practical and logical approach of Financial Planning with the left brain holistic approach of psychotherapies, I really understand the individuals and their behaviour.

It’s a brilliant combination, which has helped hundreds of people across the UK.

I am one of the UK’s leading Financial Planners.  For the last 20 years I have been helping wealthy families manage their financial planning affairs.  I am an expert in building long term deep relationships to help clients really understand, the truth about money.