We love our independent status, because it means we’re able to give our clients the very best advice, free from any ties to products or services. And giving advice which really makes a difference is something we’re great at. Our friendly team searches out the very best deals for you – whether that’s investing for capital growth or to generate an income, mitigating inheritance tax obligations, planning for retirement, and anything else finance related.

But it’s our caring approach which our clients say make us stand out from the crowd. We work with you to achieve your financial dreams, and are there in the longer-term as and when you need us to make sure that your money continues to work hard for you. Why not meet our team...

		Edward Marshall: A financial adviser since 2001, Ed achieved independent status in 2005 and joined Kingsland Wealth Management a year later. Skilled in all aspects of financial planning, married Ed is an enthusiastic mountain biker and snowboarder and loves spending time in the mountains whatever the weather.				Catherine Gough: As Practice Manager and Director of Kingsland Wealth Management, 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 uses her expertise for a range of our clients. Married, Cath is a fitness fan and enjoys going to the gym.
		Shaun Dixon: A Chartered Financial Planner, 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.				Trudy Smith: Married, Trudy has been with Kingsland Wealth Management since 2006 and holds the Certificate in Financial Planning and Mortgages. She looks after the administrative side of the business and is working towards further qualifications. In her spare time, Trudy likes amateur dramatics and reading.
		Michelle Reeves: Michelle works for Kingsland Wealth Management as an Administrator and is currently studying for her financial planning exams to become a qualified adviser. She and her partner Chris enjoy cooking and socialising outside of work.				Sam Lakin: An FPC qualified paraplanner, Sam has worked in financial services on and off since 2002. A fitness and food fanatic, Sam enjoys going to the gym, mountain biking and playing football. Living with partner Jo, Sam volunteers at a local cat rescue in his spare time.
		David Balchin: A finance aficionado, David has worked in the sector for over 32 years, including time with the Sun Alliance Insurance Group before setting up an insurance broking and investment business. David joined Kingsland Wealth Management in 2004 and manages all aspects of financial planning for his clients. Married, David enjoys a game of golf to relax.