k Deans Wealth Management | Stafford
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What we want for you at Deans 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.

ED MARSHALL

Ed, Independent and Chartered, has been a Financial Advisor since 2001 and worked for Deans Wealth Management since the beginning. 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!

edward.marshall@deans-ifa.com

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 2008 he founded Deans 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.

shaun.dixon@deans-ifa.com

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!

catherine.gough@deans-ifa.com

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.

gemma.rodgers@deans-ifa.com

SAM LAKIN

Sam came back to Shrewsbury in 2018 having spent 7 years away and re-joined the team at Deans. 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.

sam.lakin@deans-ifa.com

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 Deans 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.

tony.bray@deans-ifa.com

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 Deans Wealth Management in September 2012, where he now provides office based Paraplanning support.

peter.smith@deans-ifa.com

Jess Fishwick

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

jessica.fishwick@deans-ifa.com

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.

kate.grindley@deans-ifa.com

Ben Daley

Ben joined the Deans 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.

ben.daley@deans-ifa.com

Zoe Pass

Having spent 4 years working in financial services in the North East, Zoe re-joined Deans 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.

zoe.pass@deans-ifa.com

Our trusted partners



Deans Accountants

Deans Wealth Management was originally established back in 2008 to serve clients of Deans Accountants here in Stafford – and this remains one of our foundation stones today. We’re proud of our long-standing, strong relationship.

As one of Staffordshire's longest established accountancy firms, Deans Accountants has built up a reputation for providing high quality accountancy and business advice for each client delivered at a personal level.

A dedicated team of over 25 staff and 3 partners operate from their office in Stafford and provide the care, services and advice clients have come to expect for over 100 years.

So whether you're a long - established PLC, a start-up business, a subsidiary of a global company, a local farmer or an individual looking for some sound advice, Deans has the expertise you need.

And for those that love to embrace technology, their cloud based accountancy solution 'Tally' provides online bookkeeping and accounting, designed to tally with your modern business.

For more information and contact details, you can visit their website;

http://www.deansaccountants.com/

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