Demelza Lifestyle Financial Planners

Independent Financial Adviser Higher Demelza, St Wenn, Bodmin, Cornwall, PL30 5PE
FCA verified
3rd December 2018
We can advise you on
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Pension consolidation
    • Pension drawdown
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Wealth management
    • Estate planning
Meet our advisers
adviser-person
Denis Mitchell CFP DIP PFS
Lifestyle Financial Planner
Where to find us

Higher Demelza, St Wenn, Bodmin, Cornwall, PL30 5PE

About us

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.

Advice methods
  • icons
    Face to face
  • mouse
    Online (Live chat, video, email)
  • phoneButton
    Telephone
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£0
Minimum mortgage value
£0

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