The team at Two Shires Wealth Management has many years’ experience providing practical financial planning advice to people, families and businesses.
We provide advice across a wide range of services including pensions, savings & investments, and protection. We are committed to putting clients at the heart of everything we do and to developing long-term relationships with our clients
This is achieved by ensuring that we understand the individual needs of each client, and to implementing tailored financial plans to address those needs.
At Two Shires Wealth Management, we pride ourselves on the friendly and approachable nature of our advisers and staff, and on playing an integral part of the local community.
Meet the team
Michael Deans
Director of Two Shires Wealth Management
With a distinguished career spanning over three decades, Michael Deans brings a wealth of experience and expertise to Two Shires Wealth Management. As the Director, Michael specialises in offering tailored investment advice, pension planning, and inheritance tax solutions to individuals and high-net-worth clients across the UK.
Having successfully managed a team of advisors for over 15 years, Michael’s previous venture was acquired, marking a testament to his leadership and business acumen. His philosophy is simple yet profound: to provide suitable solutions that adapt to the ever-changing needs of clients.
Ian Griffiths
Director of Two Shires Wealth Management
As an experienced Financial Planner, Ian’s core belief is centred around understanding his clients needs and aspirations. Ian strongly believes that Financial Planning is about understanding the motivations and dreams that drives his clients and their families.
With 37 years of experience in financial services, Ian has throughout the years helped numerous clients through their financial journeys. With a holistic approach with the client at the centre of everything Ian does for his clients, this ensures every plan is individual to meet the goals and aspirations of his clients.
Kate Jeffs
Client Experience Specialist
With over 10 years of experience in financial services and 5 years in management, Kate is passionate about leading and inspiring teams to always strive for excellence. Encouraging continuing development, she believes learning never ends.
Adapting to the ever-evolving world, her mission is always for the team to deliver the best outcomes by assisting clients in being well-positioned to achieve success.
Carrying out tasks from daily administration to ensuring processes are efficient and compliant, she brings structure and clarity to the business. Kate’s leadership ensures the team remains supported, motivated, and focused, with a strong attention to detail and the ability to adapt to changing demands; these qualities make her an invaluable part of the Two Shires team. Clear communication and effective organisation are paramount in Kate’s approach, building a culture of trust, development, and shared achievements that enable the team to flourish.