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What we want for you at Kingsland Wealth Management

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If you're like most of our clients, you work hard, play hard, value time with your family and believe life is for living.

You've got goals to accomplish, dreams to follow, and you want to feel confident that you're doing everything you should to make sure you and your family enjoy the wealth, lifestyle and future you dream of.

You want the peace of mind that comes with knowing your money's working hard for you and your financial future looks bright.

We want that for you too.

But, making financial decisions can feel daunting!

Making important decisions about what you should be doing with your money can feel daunting. Without a clear plan in place, it's hard to know what steps you should be taking to create the lifestyle and future you want for you and your family.

We understand how stressful and overwhelming that can feel.

We’ve helped hundreds of people, just like you, make sense of their options and create a clear financial plan that gives them the freedom and security they deserve.

Let's create your roadmap

We look after our clients in a way many other firms choose not to. We focus on getting to know you and what you want to achieve at every stage of your life.

Then, we have your back when it comes to all things financial. From tax planning and investment strategies to exiting your business or planning for retirement, we make sure your finances are always working hard for you.

Your future shouldn't be left to chance. We create financial plans for life.

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Our team

We know you want a truly trusted partner, who'll create and implement the right financial plan for you - so you can get on with living your best life.

SHAUN DIXON

Shaun’s motto is 'live life to the full', which he does by cycling for charity, improving his photography, tending his half acre veg plot and enjoying extensive global travel with his wife and dogs.

After serving his apprenticeship, Shaun honed his skills with his own company Dixon Sutcliffe. In 2002 he founded Kingsland Wealth Management, pouring into it his experience and know-how. Shaun’s financial expertise is matched by his desire for his clients to obtain the same fulfillment in life that he enjoys.

jsd@kingsland-ifa.co.uk

CATHERINE GOUGH

Cath's passion for delivering exceptional service to our clients is renowned. Having worked in the financial services industry since 1995, Cath has achieved Chartered Financial Planner status and Fellowship of the Personal Finance Society and brings a wealth of experience and expertise to the table. She uses this experience and expertise to help clients with creating their financial plans and achieving their goals.

Cath is also passionate about fitness. When not working, she enjoys CrossFit – a hobby not shared by her husband!

cg@kingsland-ifa.co.uk

ED MARSHALL

Ed, Independent and Chartered, has been a Financial Advisor since 2001 and worked for Kingsland Wealth Management since 2006. He loves helping his clients achieve their goals. Ed takes time to understand a client’s deepest values and what’s most important to them. What he is striving to achieve for each client is that feeling of having complete confidence in their financial plan. And lifetime support.

When he’s out of the office, you can find him spending time in the mountains in his campervan, whatever the weather. He will be cycling, skiing or snowboarding!

em@kingsland-ifa.co.uk

GEMMA RODGERS

Gemma joined the team in 2016 and has worked in financial services since 2006. In 2005, Gemma graduated from the University of Abertay Dundee with an Honours degree in International Business Management with Languages and has since obtained various financial qualifications in previous roles. Gemma is married with two sons and enjoys family time and socialising with friends.

gr@kingsland-ifa.co.uk

SAM LAKIN

Sam came back to Shrewsbury in 2018 having spent 7 years away and re-joined the team at Kingsland. Sam is now using his technical knowledge and passion to offer our clients financial plans for life through advice, whilst continuing to support the other advisers too. Applying knowledge and experience built up over the last 15 years, he works to ensure the best solution is found to help our clients achieve their goals for the reasons most important to them. In his spare time, when not with the family, he can be found cycling somewhere, at a gig, or watching football.

sl@kingsland-ifa.co.uk

TONY BRAY

Tony has had a long career in the financial services sector, having worked for major banks, life offices and also as an IFA. Diploma qualified, Tony has been Paraplanning for a number of years now and joined Kingsland Wealth Management as a Paraplanner in 2015.

In his spare time he enjoys open water swimming. He and his wife Sarah are also keen to help others and together work hard to raise funds and awareness for people living with Motor Neurone Disease.

tb@kingsland-ifa.co.uk

PETER SMITH

Peter entered the financial services sector as an IFA in 1991. Since that time he has gained considerable experience, and obtained professional qualifications to provide both personal and corporate financial planning advice.

In 2011, Peter decided to withdraw from an advisory role and joined Kingsland Wealth Management in September 2012, where he now provides office based Paraplanning support.

ps@kingsland-ifa.co.uk

Jess Fishwick

Jess has worked within the mortgage and property sector since 2012 and joined the Kingsland administration team in August 2020. In her free time, Jess enjoys travelling, baking and exploring the outdoors with her Fiancé and their dog.

jf@kingsland-ifa.co.uk

Kate Grindley

Kate joined the Kingsland Wealth Management team in August 2020 as an Administrator. Kate graduated from Cardiff Metropolitan University in 2018 with an Honours BSc degree in Sports and Exercise Science. Following this she took the move into financial services where she started as a trainee administrator before moving to Kingsland. In her spare time Kate is a keen swimmer and enjoys spending time with her family.

kg@kingsland-ifa.co.uk

Ben Daley

Ben joined the Kingsland Wealth Management team in December 2019 in an administrative capacity. Having previously spent three years in the cycling industry, Ben is now looking to develop his career within financial services, and aims to begin studying towards his financial exams in the near future. Outside of work, you will usually find Ben on the golf course, or enjoying time away at the coast when possible.

bd@kingsland-ifa.co.uk

Zoe Pass

Having spent 4 years working in financial services in the North East, Zoe re-joined Kingsland in June 2019 as a Paraplanner. Zoe is currently studying towards the Diploma in Regulated Financial Planning, with a view to becoming a Financial Adviser. In her spare time, Zoe enjoys spending time with family and friends, going on holiday and is currently undertaking Spanish lessons with a goal to become fluent.

zp@kingsland-ifa.co.uk

Ria Skelton

Ria has had a career in financial services for a number of years, including time as an IFA. With her Diploma qualification, Ria joined Kingsland Wealth Management as a Paraplanner where she provides office based support.

 

Outside of work, Ria enjoys spending time exploring the local countryside or at home trying a new (or an old favourite!) recipe.

rs@kingsland-ifa.co.uk

Laura Pugh

Laura joined the team in February 2021, having spent the last 10 years in financial services working for major banks in multiple different departments and previously travelled to Mumbai to train a team of offshore staff, which she says was a life changing experience. Laura has joined the Kingsland family as an Administrator and is keen to develop her career within the company. Outside of work, Laura has a toddler who likes to keep her busy and loves spending time with family and socialising when she can find the time!

lp@kingsland-ifa.co.uk

Michael Beasley

Michael joined Kingsland Wealth Management in December 2020 as a Client Services Associate. He had spent his career managing restaurants and then moving into prestige sales, where he built the majority of his experience. Having always had a fascination for client service and a strong desire to help people understand the complex, before joining us he had self-studied towards becoming a qualified advisor. A future role he aspires towards every day and with the guidance of the team at Kingsland Wealth Management, will become a reality in the future.

 

In his spare time Michael plays rugby for Shrewsbury, is trying to take up Golf and is also a keen thespian. He most recently played the role of Captain Von Trapp in the Sound of Music which was awarded the What’s On Award 2020 Best Amateur Production. The only guarantee in his free time is, he’ll always be busy doing something!

mb@kingsland-ifa.co.uk

Giving back is as important to us as it is to our clients

We are proud and honoured to partner with some amazing charities and projects, that are positively impacting lives every day. In fact, we've set a big, hairy, audacious fundraising goal, that we want to reach by our Chairman's 70th birthday!

Click here to find out what it is

Giving Back

Our trusted partners



Dyke Yaxley Accountants

At Kingsland Wealth Managment, we've enjoyed a strong relationship with Dyke Yaxley accountants since we were established in 2002.

As one of Shropshire's leading independent firms of Chartered Accountants, they work with individuals and many of the county's most successful businesses. They're proud of their Shropshire roots and the great relationships they have with their clients, who truly benefit from their holistic and caring approach.

Dyke Yaxley now have offices in Shrewsbury, Telford and the USA, and a great team of people, all experts in their field.

https://www.dykeyaxley.co.uk/



The League Managers Association

In the ever changing world of football management, we’re proud of our long-standing and strong relationship with The League Managers Association.

They represent and promote the views of current and former professional football managers and, as their preferred financial partner, we work with and support their members in all aspects of financial planning.

http://www.leaguemanagers.com/

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