About Measured Wealth
Measured Wealth Management was born from a simple conviction: clients deserve financial advice that is genuinely free from influence, bias, and commercial pressure. After more than twenty five years’ of working in the profession, we have seen how the landscape has shifted - how large institutions and restricted panels have quietly narrowed the definition of “choice.”
Launching Measured Wealth is our way of drawing a clear line in the sand. It reflects our belief that high quality planning can only flourish when the adviser is able to think, recommend, and act with complete autonomy, guided solely by the client’s best interests.
Fully independent firms are increasingly rare. Measured Wealth stands deliberately apart from that trend. It exists to preserve the craft of thoughtful, holistic, fee-based planning - the kind that prioritises clarity over complexity, long term outcomes over short term sales, and personal stewardship over institutional agendas.
In short, we are here to give you advice you can trust, and results you can measure.
Richard Dean
Richard is a Chartered Financial Planner and a Fellow of the Personal Finance Society. He established Measured Wealth Management, after 25 years of employment across the UK’s financial services industry. With an unwavering commitment to providing independent advice, he is now a member of one of the UK’s fastest-growing and well-respected independent advice networks.
His early career began with an investment management company. He then switched to providing financial advice via two of the UK’s largest accountancy practices.
With a client-centric approach, Richard brings a deep understanding of pensions, investment, inheritance tax, trusts, and charity investment consulting. He often collaborates with accountants, solicitors and investment managers to achieve the best possible outcomes for clients.
In his spare time, he enjoys most sports (as a spectator), country walks around the Cotswolds and beyond, cooking, and spending time with his family – his wife, Penny, three children and their cat, Doris.
Lewis Bird
Lewis has worked as an IFA Administrator for Financial Solutions Group Limited since 2025, having previously spent nearly a decade at an Exeter based Investment Management Firm, as a Investment Administrator, reaching a Senior level.
Lewis is enjoying working in the Financial Planning side of the industry and hasn't looked back from making the jump from Investment Management!
Outside of work, Lewis enjoys socialising with friends & family, films and amateur dramatics.
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We offer a range of services to meet your financial planning needs