Demelza Financial Planning Limited

Independent Financial Adviser Higher Demelza, St Wenn, Bodmin, Cornwall, PL30 5PE
First meeting at adviser's own cost
Response rating
9.0/10
FCA verified
20th August 2018
We should have been called "Pensions R Us", because our knowledge of pensions and retirement planning is second to none.
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
Meet our advisers
Denis Mitchell Chartered Wealth & Financial Planner
Pension & Retirement Specialist
Accreditations
Chartered Financial Planner Certified Financial Planner
Where to find us
About us

Welcome to The Demelza Group.

We specialise in helping individuals across Cornwall & Devon with their retirement and pension planning, which we have been doing since 2003.

Denis Mitchell, the Managing Director, started his career in financial services in 1990, after 12 years serving in the Royal Air Force. He started his own business in 1998 before establishing The Demelza Group in 2003.

He has advanced qualifications in retirement & pension planning.

Denis is one of the very few advisers in the country, that holds three of the highest qualifications in Financial Services, that is, he is a Chartered Wealth Manager, Chartered Financial Planner and a CERTIFIED FINANCIAL PLANNERCM professional - the pinnacle qualifications of the financial planning profession.

Denis has lived in Cornwall since his marriage to Stephanie and they have brought up two children whilst living in the beautiful rural hamlet of Demelza near St Wenn.

Our services

We help you work out what you need in retirement, we will then review your current arrangements, and we will then advise you on what you need to do to meet any shortfall if necessary.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Compliance

The Demelza Group consists of two limited companies:

Demelza Independent Estate Planning Ltd

Demelza Financial Planning Ltd, trading as Demelza Lifestyle Financial Planners

Demelza Financial Planning Ltd is regulated by the Financial Conduct Authority (FCA) and is authorised to give Financial Advice as described under the Financial Services Act. Registration details can be found on the FCA website using our registration number 460974.

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