Get a financial plan and look to the future with confidence
We pore over the spreadsheets, so you can go do the fun stuff!
Straightforward, easy-to-understand financial advice
A plan that gives you the freedom & choices you want
A trusted partner to delegate the financial stuff to
Life is short. Don't spend it worrying about your finances
Not feeling secure about your financial future is no fun! It's worrying.
Questions like “Have I got enough money?”, “Will I be able to stop working?” and “Will I have anything to pass on to my children?” can take up space in your head and leave you feeling anxious.
But making decisions about the best way to handle your finances can feel daunting! You don’t want to get it wrong and with so much information out there, where do you even start?
If only someone could take all the worry and stress away, right?
Well, we can do that for you!
We’ve helped more than 1,000 local families and businesses over the last 20 years...
We have a fully Chartered team of advisers with decades of cumulative experience – in helping both individuals and families to meet their financial objectives, whatever they may be… Our team is growing fast, and here we briefly outline our proven processes and detail some of the results we have generated for our loyal clients.
If you would like to find out more about how we can help you formulate and achieve YOUR goals – why not give us a call and book a free 30-minute introductory conversation with one of our three senior advisers…
Life looks good when your financial future is secure. Here's what having a clear financial plan looks like
- Enjoying the peace of mind that comes with feeling secure about your future
- Knowing your money is being looked after by someone who cares about your goals
- Feeling confident that your family's future is secure and your legacy protected
- Having a trusted partner on hand to course correct & keep your finances firmly on track
- Enjoying the freedom & choices that come with having a clear financial plan in place
- Living the life of your dreams as your money works hard and your finances are taken care of
Your future shouldn't be left to chance
You deserve a financial plan that gives you freedom and security
Financial planning doesn't have to be complicated. Here's how it works
From cashflow and tax planning to inheritance, investment and retirement strategies, we make sure your money is always working hard for you.
With our ongoing reviews and regular check-ins, you can enjoy complete peace of mind. We’ll put your plan into action so you can get on with achieving your dreams and goals.
Trusting someone with your money can feel daunting. Here's our promise to you
- No hidden costs. Our transparent fee structure means you'll never be surprised by unexpected extra costs.
- Solutions, not sales. Our focus is 100% on helping you reach your financial goals, not sell you products.
- Flexible planning. Life happens and plans change, so you'll always have access to your money.
- Regular reviews. We'll constantly review and track progress so you remain on track to achieve your financial goals.
- Simple, straightforward advice. We'll make sure you understand everything, every step of the way.
- Chartered status. We guarantee to deliver & maintain the highest professional standard of financial competence & service.
We understand the uncertainty and worry that comes with not having a clear financial plan in place
At Kingsland Wealth Management, our advisers have well over 100 years of collective financial services experience.
(That makes us sound very old. We’re not, honest. We’ve just been lucky enough to do what we love for a long time).
So, we know our stuff! But, we also know that financial planning doesn’t have to be complicated.
We’ve removed the confusion and uncertainty for hundreds of clients and created plans that make sure they stay firmly on track to reach their financial goals.
We’re here for you, so you don’t have to work it all out on your own.
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Our Blog
The future of retirement
Experiences of the past and potential future scenarios The latest research reveals a significant disparity in perceptions regarding retirement experiences of the past and potential
The cost of early withdrawal from your pension
How retirees are impacting their financial future by accessing pension pots too soon More than three-quarters (78%) of retirees have already dipped into their pension
Pension scams on the rise
Protect your savings! 7.3 million UK adults encountered an attempted scam in the past year Around 7.3 million UK adults, or one in seven, encountered
As we continue to strengthen our team and selectively grow our number of clients, we are now proud to give back and sponsor a scientific research fellowship – looking to minimise the impacts of Alzheimer’s and Parkinson’s diseases… Call us now to see how we can help you – and the great work at SITraN!
