Warren Shute CFP®

Current

• Chartered Financial Planner at Lexington Wealth Management

Past

• Financial Planner at Inter-Alliance
• Area Manager at Pearl Assurance

Education

• Chartered Insurance Institute
• New College

Recommended

18 people have recommended Warren

Connections

57 connections

Industry

Financial Services

Websites

• My Company
• My Company
• My Company

Warren Shute CFP®’s Summary

My work has seven general objectives:

- to help clients be financially better organised

- to help clients clearly understand where they are now in financial terms

- to help clients define and to cost their desired future lifesyle

- to help clients develop and implement a Plan to achieve that desired future lifestyle.

- to help clients make sensible provision for possible financial catastrophes.

- to help improve your investment returns

- to help reduce your tax liabilities

Finally, my independence is my most valuable asset. My advice is based on my client's needs, not mine.

Warren Shute CFP®’s Specialties:

- Full Advanced Financial Planning Certificate from the Chartered Insurance Institute

- Fellow of the Personal Finance Society

- Certified Financial Planner

- Chartered Financial Planner

- The ability to understand the clients needs and to solve financial problems.

Warren Shute CFP®’s Experience

• Chartered Financial Planner

  Lexington Wealth Management

  (Financial Services industry)

  January 2000 — Present (9 years 7 months)

  Offering comprehensive financial advice

• Financial Planner

  Inter-Alliance

  (Privately Held; 501-1000 employees; Financial Services industry)

  January 1996 — December 1999 (4 years)

  Offering comprehensive financial planning advice within a larger corporate environment.

• Area Manager

  Pearl Assurance

  (Public Company; 1001-5000 employees; Financial Services industry)

  January 1995 — January 1996 (1 year 1 month)

  Responsible for the clients residing in the local area and Financial Planning advice given.

Warren Shute CFP®’s Education

• Chartered Insurance Institute

  Chartered Financial Planner , Taxation, Trust, Investment Portfolio Managment & Pensions , 1997 — 2000

  I gained Fellowship of the Personal Finance Society/Chartered Insurance Institute in 2007.

• New College

  Mathematics, Biology & Chemistry 1990 — 1993

  Activities and Societies:

  College Rugby Team
  A member of the College Law Society

Additional Information

Warren Shute CFP®’s Websites:

• My Company
• My Company
• My Company

Warren Shute CFP®’s Interests:

Business Planning, Investments, Client Relationships, Rugby, Personal Development, Cooking and enjoying family time with my wife Nicky and my children, Oliver and Isabella.

Warren Shute CFP®’s Groups:

Personal Finance Society, Chartered Insurance Institute, Institute of Financial Planning

•    Passive Investment Professionals
•    ACA
•    WRAP Platforms

Warren Shute CFP®’s Honors:

Certified Financial Planner - 2005
Chartered Financial Planner - 2007
Fellow of Personal Finance Society 2007
Good Dad Award :-)

Warren Shute CFP®’s Contact Settings

Interested In:

• career opportunities
• consulting offers
• new ventures
• job inquiries
• business deals
• reference requests
• getting back in touch