SPEAKERS
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Warren Shute
Session: Beyond £1m: Building a business that truly matters – the Finance Geeks share their journey
Time: 12:10 PM – 12:40 PM
Location: Connaught Rooms 1-2
Warren Shute began his career in financial services in 1995 at just 21 years old and has been passionate about the profession ever since. Today, he is a Chartered and Certified Financial Planner and Managing Director of Lexington Wealth Management — a firm recognised among the UK’s leading financial planning businesses.
Lexington delivers truly personalised financial planning, coaching, estate planning, and investment management, all under its guiding principle: helping clients live life by design, not by default.
With a Master’s in Financial Planning and Business from Manchester Met Business School, Warren holds Fellowships with both the Personal Finance Society and CISI and has been a Certified Financial Planner™ since 2005.
His work has been widely recognised:
- Winner of the CISI Certified Financial Planner of the Year (2017)
- Founder of Lexington’s APG coaching programme, helping financial planners improve the way they deliver life-changing advice
- Lexington was named a Top 100 Financial Planning Firm by Citywire and won the David Norton Building Excellence Award at the 2019 CISI conference
Warren is a frequent media contributor, appearing on BBC, ITV, and Bloomberg, and writes a weekly column in the Sunday Mirror titled Time to Talk Money. His first book, The Money Plan, became an Amazon #1 bestseller, and he co-host The Finance Geeks podcast with Paul Cleworth.
He is also a passionate advocate for financial education — teaching in schools and workplaces — with two lifelong missions:
To see financial education embedded in the UK school curriculum for every 17–18-year-old
To help 1 million people achieve financial freedom – freedom from the worries of money