Kingsland

What Kingsland does

Kingsland Wealth Management is a UK-based independent financial advisory firm headquartered at 1 Brassey Road, Shrewsbury, serving individual and family clients across Shropshire, Powys, Herefordshire, Cheshire, and Staffordshire. The firm delivers whole-of-market, independent financial advice that is not tied to any particular product providers, covering investment planning, investment management, retirement planning, estate planning, mortgage advice, financial protection, and corporate financial planning. The client base is primarily retail and high-net-worth individuals seeking long-term planning across the lifecycle. Distribution is conducted via direct adviser relationships, word-of-mouth referrals, and personalized one-to-one consultations from the Shrewsbury office, with coverage expanding through the wider Fairstone network post-acquisition.

In 2026, Kingsland was acquired by Fairstone Group, a national wealth management platform managing £20BN in funds under management across 50+ UK and Ireland locations. Following the transaction, Kingsland retains its Shrewsbury-based team — led by firm principal Cath Gough and supported by advisers Sam Lakin, Shaun Dixon, and Adam Dawes — while gaining access to Fairstone's Mineral technology platform, regulatory infrastructure (FCA-authorized entities under FRNs 475973, 188596, and 457558), and Chartered Financial Planner credentials via the Chartered Insurance Institute. The firm continues to operate under Fairstone's group brand while delivering localized, personalized service.

Revenue is generated through advisory fees and ongoing wealth management mandates, broadly subscription/recurring in nature though pricing is not publicly disclosed and is handled via quote-based initial consultations. Fairstone's managed investment portfolios have earned Defaqto 5-star ratings for eight consecutive years, and the group is the number one rated wealth management house on Trustpilot. The business model rests on long-term client relationships, trust, and regulated independent advice, with no disclosed software products, API surfaces, or proprietary AI systems. Technology is operational rather than productized, and the firm's competitive position is anchored in its advisory talent and third-party validated credentials rather than technology differentiation.

Name

Kingsland

Legal name

Kingsland Wealth Management

Website

https://kingsland-ifa.co.uk

Company type

Private

Founded year

2002

Operating status

Acquired

Headcount range

11–50 employees

Short description

Kingsland Wealth Management is a UK-based independent financial advisory firm serving individual and family clients across Shropshire with investment planning, retirement, estate, mortgage, and financial protection advice; joined Fairstone Group in 2026.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)

akta.pro secondary industries

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD), Hybrid Advice (Advisor + Digital) Platforms (FSAAAAAE)

Keywords

• Independent financial advice
• Wealth management services
• Retirement planning
• Investment management
• Estate planning

Headquarters

HQ city

Shrewsbury

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others

Revenue model

1. Financial Advisory Services: Kingsland Wealth Management generated revenue through providing independent financial advice, investment planning, and wealth management services to clients. Following the 2026 acquisition by Fairstone, the revenue model continues through the Fairstone wealth management platform.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

Kingsland Wealth Management is an independent financial advisory firm providing whole-of-market financial advice to individuals, families, and corporate clients. Its core services span investment planning, investment management, retirement planning, estate planning, mortgage advice, financial protection, and corporate financial planning. Following its 2026 acquisition by Fairstone Group, the firm continues to deliver personalised advice while drawing on the national group's technology platforms and regulatory resources.

Product overview

Kingsland Wealth Management operates as a financial advisory firm offering independent financial advice and wealth management services. The firm provides comprehensive financial planning including investment planning, retirement planning, estate planning, and financial protection services. Following its acquisition by Fairstone in 2026, Kingsland continues to serve clients with personalised financial advice while benefiting from enhanced resources and regulatory support from the larger Fairstone group.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Planning Tailored investment planning service helping clients plan for their future with a personalised investment plan, covering investment goals, asset allocation, and ongoing portfolio reviews. Offered to individuals and families seeking long-term financial growth.
• Investment Management Discretionary investment management service providing ongoing portfolio management via Defaqto 5-star rated managed investment portfolios, delivered through the Fairstone platform including the Mineral by Fairstone technology. For clients seeking professionally managed portfolios aligned to their goals and risk profile.
• Retirement Planning Financial planning service helping clients plan their finances to achieve their desired lifestyle in retirement, including pension consolidation, drawdown strategies, and income planning. For individuals and families approaching or in retirement.
• Estate Planning Estate planning service addressing inheritance tax, wills, trusts, and the orderly transfer of wealth to the next generation. For individuals and families with assets to protect and pass on.
• Mortgage Advice Independent whole-of-market mortgage advice service for clients purchasing property, remortgaging, or reviewing existing borrowing arrangements. For individuals and families needing residential or buy-to-let mortgage guidance.
• Financial Protection Financial protection advice covering life insurance, critical illness cover, income protection, and other protection products to safeguard clients and their families. For individuals and families seeking to protect their income and dependents.
• Corporate Financial Planning and Employee Benefits Corporate financial planning and employee benefits advisory for employers, covering workplace pensions, group protection, and benefits strategy. For UK employers and business owners seeking structured workplace benefits solutions.
• Wealth Management (Kingsland Wealth Management) Holistic wealth management service combining investment planning, investment management, retirement planning, estate planning, and financial protection into a single, ongoing advice relationship. For individuals, families, and business owners in Shropshire and surrounding counties seeking a trusted long-term adviser.

Quantifiable outcome

• Defaqto 5-star rated managed investment portfolios for eight consecutive years

Segments1 record

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• FairstonecoreStrategic or Co-development Partner · 1 January 2026Kingsland Wealth Management joined the Fairstone family in 2026. Led by firm principal Cath Gough, the team has built a strong reputation for delivering high-quality, independent financial advice to their clients. Their decision to partner with Fairstone was driven by a commitment to providing long-term stability and enhanced support for their clients. With the backing of a national firm, they are able to continue delivering a personalised service while benefiting from additional resources, regulatory expertise, and a wider professional network.

Scale indicators2 records

Recent moves4 records

Expansion highlights5 records

Broad incumbents

• Fairstone Group: Parent group of Kingsland and one of the UK's largest Chartered financial planning firms, overseeing £20BN AUM across 50+ UK and Ireland locations. Directly comparable in offering (independent financial advice, investment management, estate, retirement, and protection planning) but operates at national scale rather than as a single regional practice.
• St. James's Place: One of the UK's largest wealth management groups, delivering advice-led investment, retirement, and estate planning through a national adviser network. Comparable in core service set (advice-led wealth management to mass-affluent and HNW clients) and in operating through partner advisers across regional UK locations.
• Quilter: UK-listed wealth management business offering advised and platform-based investment, retirement, and protection solutions via a national adviser network. Comparable in serving UK mass-affluent clients through a multi-channel advice and platform model.
• Rathbones Group: UK wealth manager providing discretionary investment management and advisory services to individuals, charities, and trustees. Comparable in offering personalised wealth and investment advice across regional UK offices, though typically skews to higher-AUM clients than Kingsland's mass-affluent focus.
• Evelyn Partners: UK wealth management and professional services group formed from the merger of Tilney and Smith & Williamson, offering investment management, financial planning, and tax advice. Comparable in providing holistic financial planning to HNW and mass-affluent clients via regional offices.
• Hargreaves Lansdown: UK's largest direct-to-consumer investment platform, offering funds, shares, pensions, and increasingly guided advice services. Comparable in targeting UK mass-affluent investors, though delivers primarily via digital channels versus Kingsland's face-to-face advisory model.
• Brewin Dolphin (RBC Wealth Management UK): UK wealth manager (now part of RBC) providing discretionary and advisory investment management, financial planning, and retirement services to HNW and mass-affluent clients through regional offices. Comparable client segments and regional office-led distribution model to Kingsland.
• Sanlam UK: UK wealth management arm of Sanlam, offering financial planning, investment management, and wealth structuring via acquired regional advisory firms. Directly comparable in joining-up model and in serving UK mass-affluent and HNW clients through regional offices.

Direct peers

• Charles Stanley: UK wealth manager offering discretionary and advisory investment management, financial planning, and retirement advice to individuals and intermediaries via a regional office network. Closely comparable business model and client mix to Kingsland, though operating at significantly greater scale.

Emerging players

• True Potential: UK wealth management and technology business combining restricted adviser network with proprietary 'impulseSave' and platform technology for mass-affluent clients. Comparable in targeting UK mass-affluent investors through a hybrid (advisor + digital) advice model, representing a competing approach to Kingsland's traditional in-person advisory.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/kingsland-wealth-management-limited

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Kingsland