We love serving those that enjoy spending their time doing the things that are more important than money.
In order to do this, we need a great team, so why not take some time to meet them…
A Financial Adviser since 2001, Ed achieved independent status in 2005 and has been working with Kingsland Wealth Management since 2006. Ed loves helping his clients to achieve their goals for the reasons most important to them. In his free time, Ed is an enthusiastic cyclist both on and off road – and a keen snowboarder and skier too. He just loves spending time in the mountains with his campervan, whatever the weather.
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 uses her expertise for a range of our clients. Married, Cath is a fitness fan and enjoys going to CrossFit.
Shaun has worked in the finance industry since 1987 including four years with Allied Dunbar before setting up Dixon Sutcliffe & Company Ltd. Shaun launched Kingsland Wealth Management in 2002 and was one of the first 500 Chartered Financial Planners in the UK. Married, Shaun enjoys gardening and running his smallholding in North Shropshire.
Helen joined the administration team in February 2013. With experience in the financial sector since 2004, she has successfully passed examinations in Financial Administration. Previously Helen worked for the NHS and gained a first class degree back in 2001. Helen is married with two sons and has two dogs. She enjoys touring in her caravan, travel abroad and cycling in her spare time.
Peter entered the financial services sector as an IFA in 1991 and over a period of 20 years he gained considerable experience in addition to obtaining professional qualifications to provide both personal and corporate financial planning advice. In 2011, Peter decided to withdraw from an advisory role and he joined Kingsland Wealth Management in September 2012 where he now provides office based Paraplanning support.
Rita joined Kingsland Wealth Management in July 2013 to assist with the administrative side of the business. She has been working within the financial sector since January 2007, with over 15 year’s previous experience in administration. Married, Rita has a daughter and enjoys spending time with family and friends. She is a member of the National Trust and her other interests include art & crafts, gardening and reading.
Gemma has worked within the finance sector since 2006 and joined Kingsland Wealth Management in 2016 as an Administrator / Trainee Paraplanner. Gemma graduated from the University of Abertay Dundee in 2005 with an Honours degree in International Business Management with Languages and has since obtained various financial qualifications in previous roles. Gemma is married and has a young son and enjoys family time and socialising with friends.
William Dawes: Will joined KWM in 2016, with ten years’ experience in the financial sector. Now studying for the Diploma in Regulated Financial Planning, Will is aspiring to become a Financial Adviser and will be working with the administration team and paraplanners until qualified. He is also providing trusted advice to our clients on their protection needs at this time as well.
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 enjoys open water swimming. Tony is also keen to help others, and together with his partner Sarah, works hard to raise funds and awareness for people living with Motor Neurone Disease.