Demelza Lifestyle Financial Planners
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Pensions & retirement
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
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Financial planning
- Wealth management
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Investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
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Savings
- Lump sum
- Regular savings
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Tax & trust planning
- Estate planning
Higher Demelza, St Wenn, Bodmin, Cornwall, PL30 5PE
We do things differently. We provide REAL Financial Planning - placing the person at the centre of what we offer rather than products. We call this innovative new approach Lifestyle Financial Planning. We will work with you to identify the amount you need to live the life you want. Using sophisticated systems, we ensure the financial means are in place for you to live this life. For a no obligation consultation call us today.
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