Business Details
24 Years
experience
Expert Financial Advisers Shrewsbury
At Kingsland Wealth Management, we pride ourselves on delivering tailored financial advice that empowers clients to achieve their long-term goals. With over 20 years of experience and a fully Chartered team, we specialize in creating comprehensive financial plans that address retirement strategies, tax optimization, and wealth preservation. Our approach combines deep industry expertise with personalized service, ensuring clients benefit from transparent fee structures, ongoing portfolio reviews, and adaptive strategies that evolve with their changing needs.Recognized for our commitment to ethical standards and client-first principles, we maintain authorisation from the Financial Conduct Authority while actively supporting impactful charitable initiatives. Our focus remains on building lasting relationships through clear communication, innovative financial solutions, and a dedication to preserving client legacies.
Services
Financial Planning
Investment Management
Retirement Planning
Tax Efficiency Strategies
Inheritance Planning
Details
- Year established: 2002
Highlights and features
- Over 100 years combined experience in financial services
- Transparent fee structure with no hidden costs
- Personalized investment strategies tailored to your goals
- Ongoing portfolio reviews and quarterly performance reports
- Chartered status guaranteeing professional excellence
Associations and certifications
- Chartered Financial Planners
What people say
Peace of mind
Financial security
Tailored approach
Ongoing support
Stress-free process
Services
Financial Planning
Our comprehensive financial planning service creates personalized roadmaps to help clients achieve their financial goals. Through detailed cashflow analysis and scenario planning, we develop strategies covering retirement, tax optimization, and legacy preservation. With ongoing reviews and adaptive strategies, we ensure clients maintain financial security through changing life circumstances and market conditions.
Investment Management
We offer bespoke investment solutions tailored to individual risk profiles and financial objectives. Our approach combines strategic asset allocation with regular performance monitoring, focusing on tax-efficient growth and capital preservation. Clients benefit from quarterly reports and transparent communication about market impacts on their investments.
Retirement Planning
Specializing in retirement income strategies, we help clients optimize their pension provisions through tax-efficient withdrawals, pension consolidation, and income planning. Our lifetime cashflow modelling ensures sustainable income throughout retirement while considering inheritance goals and regulatory changes.
Tax Efficiency Strategies
Our tax planning services identify opportunities to legally minimize tax liabilities across income, capital gains, and inheritance taxes. We implement strategies involving ISAs, trusts, and charitable giving while coordinating with clients' accountants for comprehensive tax optimization.
Inheritance Planning
We develop tailored inheritance strategies to protect family wealth and facilitate smooth intergenerational transfers. Our services include will reviews, trust implementations, and inheritance tax mitigation techniques that balance wealth preservation with clients' philanthropic aspirations.
People
Shaun Dixon
Chairman & Chartered Financial Planner
With over 35 years' experience, Shaun founded Kingsland Wealth Management in 2002. He leads a team that has helped 1,000+ families achieve financial security, combining technical expertise with a passion for client education and community involvement.
Catherine Gough
Managing Director & Chartered Financial Planner
A Fellow of the Personal Finance Society with 25+ years in financial services, Catherine specializes in helping female clients navigate complex financial decisions. She contributes to industry publications and maintains a strong focus on client advocacy.
Catherine Gough
Managing Director & Chartered Financial Planner
A Fellow of the Personal Finance Society with 25+ years in financial services, Catherine specializes in helping female clients navigate complex financial decisions. She contributes to industry publications and maintains a strong focus on client advocacy.
Sam Lakin
Paraplanner
Returning to Kingsland after gaining diverse experience in independent advice and major banks, Sam provides technical support to advisers. He works closely with Shaun on client portfolios while maintaining his interest in sports finance through voluntary roles.
Gemma Russell
Operations Director
With 14+ years in financial services, Gemma oversees client relations and team coordination. Working towards Chartered status, she ensures operational excellence while balancing client service demands with team development initiatives.
Questions
What financial planning services do you offer?
We provide comprehensive financial planning covering retirement strategies, investment management, tax efficiency, inheritance planning, and lifetime cashflow forecasting using advanced modelling tools.
How does your investment management process work?
Our investment approach combines strategic asset allocation with regular portfolio reviews, focusing on your specific goals while maintaining appropriate risk parameters and tax considerations.
What areas do you serve?
While based in Shrewsbury, we work with clients throughout Shropshire, the West Midlands, and beyond through virtual consultations and remote portfolio management.
How are your fees structured?
We maintain complete transparency with fees clearly explained upfront, offering competitive rates for our comprehensive services with no hidden costs or commission-based products.
What makes you different from other financial advisers?
Our unique combination of Chartered expertise, personalized service approach, and ongoing client education distinguishes us in delivering both technical excellence and exceptional client experience.
