Visit us on Facebook Visit us on LinkedIn Visit us on Twitter Visit us on YouTube Visit us on Instagram

What People are saying…

“I’m confident that his recommendations to clients are based on thorough needs analyses linked to lifelong cash flow
requirements and his clients’ interests are always uppermost.” Paul Etheridge, MBE, TD, JP, MBA CFP – Founder of the Institute of Financial Planning

“In The Money Plan, Warren Shute has laid out a step by step guide to achieving financial mastery. No matter what stage you are at in your personal finance journey, this book will help you take the next step, and then the one after that, until your financial future is secured.” Pete Matthew – Chartered Financial Planner, Founder of the MeaningfulMoney Podcast

“Warren was invited to speak to our London office team about Financial Planning. He presented the 5 Step Process to help people appreciate how effective Financial Planning can be to achieve life long aspirations. The staff were really engaged with his presentation technique and some staff members also got his book ‘The Money Plan’, which is a guide to encourage people to financially equip themselves for a better future.” Henna Sami, HR Executive, Chartered Institute for Securities & Investment (CISI)

Warren Shute is a Chartered Financial Planner with a unique skill set of communicating complex mallers clearly. Warren recently held a pensions seminar al Barclays Bank Plc which we are very happy with and was well received by those attending. Barclays Bank Plc

“Warren is the sounding board and ideas person I need on my team. I earn it and Warren has helped me over the years to design a strong financial future. A brilliant Professional and someone I now consider a close personal friend. I highly recommend him. If you want to you can call me and I will tell you this personally!” Michael T, Cheltenham

“What a fantastic opportunity we had a few weeks ago when we invited Warren along to give us an overview on Financial Wellness and Education. Warren shared with us his 5-step process plan to help us all, no matter what stage we are all at in our personal financial journey we took some tips away with us from having a separate account for our everyday spend, the best account to help save for a mortgage to information on pensions!” Christine Humphries, Culture, Engagement & Inclusion, Nationwide Building Society

“We recently invited Warren to speak to our London office team about financial planning as part of the company’s efforts to encourage people to appreciate how valuable good financial planning can be, in their own lives. Even though we are an investment firm, not everyone here is as engaged with their personal finances as they could be and Warren’s simple approach to the basics, and engaging presentation style has inspired many people to examine their situation and take action.” David Jones, Vice President at Dimensional Fund Advisors

“I was a little nervous getting Warren to speak to my team as I didn’t want them to think that we were preaching from on high about finance… however Warren blew them away – they were well up for it and totally engaged throughout with questions from everyone from the placement student to the consultant. I have had some really good feedback from the team and they are grateful to us showing some corporate responsibility to this issue of managing money. The only advice I would give to anyone else having Warren speak at your event is to give him more time the questions kept coming!” James Neil, Dalcour Mclaren

“Warren gave an engaging and interesting presentation to Yes Group Cardiff on his 5-Step Money Plan process, I really liked the way he spent time to engage with the group, and linked the practical, logical steps of finance with the psychology of beliefs about money – I highly recommend him and I am looking forward to reading his book The Money Plan” Ken Abram, Chairman Yes Group Cardiff

“Warren is not your normal financial advisor. He approaches my situation holistically, is firm & personable & knows what he’s doing.” Bruce H, Enfield

“Warren is a trustworthy individual that will create the very best opportunity for your success. I would recommend his services to anybody that wants a real expert in the field of finance.” David B, Andover

“Warren has been very helpful in helping us structure our investment approach. While we still have a long way to go, I’m confident that Warren will continue to be able to help us as we become more sophisticated in our strategies.” James M, West Sussex

“Hi Warren, just bought your Money Plan book and finding it really useful, enlightening,scary, and motivating. And I’m only half way through it!”
Phil Sadler