Top spot for Wiltshire financial planning firm

Word Worker press release:

A Wiltshire-based financial planning firm is celebrating after being named among the top 100 in the UK.

Lexington Wealth Management, based in Lydiard Millicent, near Swindon, has appeared on New Model Adviser magazine’s Top 100 financial planning firms list for 2016.

Managing Director Warren Shute said he was delighted to have been included.

“This is a very big achievement for Lexington, as we were selected over thousands of firms in the UK,” he said. “We had to provide a lot of information, such as how we look after our clients and staff, and what we do for our community, in order to be selected.”

Warren set up Lexington Wealth Management in 1999, initially running it from offices in Swindon. It relocated to Lydiard Millicent 12 years ago, and also has an office in Cheltenham.

Warren added: “We would like to especially thank our clients who lead us to strive for excellence every day and my team for making this possible.”