Decades of expertise. Relationships for life.

We remain proudly independent.

Our recommendations are based solely on what's best for your unique situation. Our Chartered status and specialist expertise ensure we can navigate complex planning challenges with confidence. Most importantly, we measure our success by how secure and optimistic you feel about your financial future.

What makes us different?

In 2008, Kevin Deamer was growing increasingly frustrated with an industry that prioritised product sales over genuine client relationships. He believed there was a fundamentally different approach, one built on understanding people's real motivations, anxieties, and dreams rather than simply managing their money. He founded our firm with one simple idea: what if financial advice actually made life clearer instead of more complicated?

That founding vision has never wavered. Today, our firm has grown to over twenty professionals who share Kevin's original philosophy. Led by Directors Kevin Deamer, Olly Phillips and Colin Gibson, our team includes technical and investment specialists, and dedicated adviser support teams, who are all committed to understanding you before advising you.

We've built our practice around Kevin's core belief: genuine financial planning starts with listening, not selling. Behind every financial plan is a person whose hopes and concerns deserve our complete attention.

True Wealth Management

We call our approach True Wealth Management because it focuses on your ambitions, your security and your legacy, not just investment returns or product sales.

Our focus is on building an in-depth, lasting relationship with you. That understanding forms the foundation of every plan and piece of advice we offer.

"They're not just wealth managers, they're much more like financial 'life' advisers!"

"I’ve never wanted to pay a bill quicker – because the service was so brilliant!"

"After our initial meeting, as we walked to the carpark, I just said to my husband "Pay the man, that was amazing." I would recommend the team to anyone and have done so on numerous occasions."

Julie, Herts

"It was just an easy chat, they quickly grasp what you want to achieve and pulled everything together and gave us a clear plan."

"Mivida have a great platform, showing what we’ve got, where it is, and forecasts for the future."

‘J. & A. Smith, Cambridge’

Our Ethos/Values

Many of our clients have been with us for over a decade, through career changes, family milestones, market volatility and major life transitions. They stay because our ethos and values; we adapt their plans as their lives evolve, always keeping their long-term peace of mind at the centre of everything we do.

Care that connects

We act with compassion, show empathy in every interaction and create a culture where everyone feels valued, heard and understood. Care shows up in small, meaningful moments that build confidence, trust and long-lasting relationships.

Curiosity that drives insight

We stay open-minded, ask meaningful questions and seek out new perspectives. Curiosity keeps us adaptable and ready for the world our clients live in today and the one they’ll navigate tomorrow.

Commitment that builds trust

We take responsibility, act with integrity and deliver meaningful outcomes. Commitment means being dependable not in words but through consistent action.

Collaboration that strengthens

We achieve more when we work together. Collaboration turns individual strengths into collective progress and deepens the connection we build with our clients.

About our Commitments

Chartered Status

Being Chartered Financial Planners reflects our commitment to excellence in everything we do for you and your family. We’re one of only a select number of wealth management firms in the UK to achieve Chartered Status, recognised by the Chartered Insurance Institute for maintaining the highest standards across all areas of our service.

This designation represents our ongoing dedication to professional development, ethical practice, and the expertise that builds lasting confidence.

Financial Conduct Authority

Our regulation by the Financial Conduct Authority ensures we maintain the highest standards of professional practice. Our regulated status covers the full spectrum of wealth management services we provide to UK-based clients, giving you confidence that every aspect of our relationship is built on proven, professionally supervised foundations. This regulation supports our ability to serve you with the transparency, expertise, and reliability.

View FCA site

Financial Ombudsman Service

You have the right to refer any unresolved complaint to the Financial Ombudsman Service, an independent body that settles disputes between consumers and financial firms. Our approach is to deal with any concerns promptly and fairly, so they don’t need to go that far.

View FOS site

Ready to get started?

It easier than you think. Tell us a bit about yourself and we'll be in touch to start planning your future, together.

Let's talk