Live your ideal life. With a plan you can believe in.
Clarity. Confidence. Freedom — for the reasons that matter most to you.
Straightforward, easy-to-understand financial advice
A plan that gives you the freedom & choices you want
A trusted partner to delegate your financial plan to
At Deans Wealth Management, we know your money is not the goal — it’s the tool that helps you live the life you want.
Our values-based financial planning process starts with you — your aspirations, your milestones, your family — and builds a lifetime plan that gives you Level 10 confidence in your future.
Since 2009, our Chartered team has guided hundreds of clients through life’s financial decisions
From growing a business to passing on wealth, from navigating divorce to planning for retirement. With us, you’ll never feel like “just another portfolio.” You’ll have a trusted partner, a clear plan, and a process that adapts as your life changes.
How We Help
- Financial Road Map – A deep discovery to uncover what really matters to you, then turn that into a living plan.
- Lifetime Planning – Regular reviews and cashflow forecasts that flex with your life’s changes.
- Trust & Estate Planning – Make sure your wealth passes on smoothly, in line with your wishes.
- Business Owner Expertise – Seamless collaboration with Deans Accountants for tax-smart decisions.
- Specialist Divorce Support – Navigate pension sharing and rebuild with confidence.
- Evidence-Based Investing – Disciplined, globally diversified portfolios designed for the long term.
Why Choose Deans Wealth Management?
- Chartered Financial Planners with decades of combined expertise.
- Local roots and a reputation for care and reliability.
- Proven process with a personal touch — no jargon, no hidden agenda.
Your future deserves clarity.
Book a discovery call today — and start planning for the life you really want.
We understand the uncertainty and worry that comes with not having a clear financial plan in place
We also know that financial planning doesn’t have to be complicated.
We’ve removed the confusion and uncertainty for hundreds of clients and created plans that make sure they stay firmly on track to reach their financial goals.
We’re here for you, so you don’t have to work it all out on your own.
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