Dean Stevens Wealth Management

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About

A focus on providing advice that helps you get and keep the life you want.

Quite simply, we provide advice that revolves around you, not your money

Story

I pride myself on offering comprehensive, sound, tailored advice for individuals and businesses centered on each person’s unique needs.

I can help our clients to actually realise their dreams: the dream of retiring early, going on that world cruise; or visiting loved ones around the world, helping their children financially. Without running out of money. With our help, our clients can go confidently in the direction of their dreams.
Exploring clients’ lives and attitudes around money, asking them about their day-to-day needs and their dreams, and taking account of these factors in formulating a financial plan.

"At Dean Stevens Wealth Management, we provide bespoke wealth management advice to private and corporate clients in and around Cornwall. Our approach to wealth management centres on objective and pertinent advice, driven by intelligence and trusted relationships."

Address: The Athenauem, Kimberley Pl, Falmouth TR11 3QL, UK

Phone: 07812 008180

Website

ku.oc.evil@1snevetsnaed

State: Cornwall

City: Falmouth

Zip Code: TR11 3QL

opening times

Monday: 8:00 AM – 5:30 PM
Tuesday: 8:00 AM – 5:30 PM
Wednesday: 8:00 AM – 5:30 PM
Thursday: 8:00 AM – 5:30 PM
Friday: 8:00 AM – 5:30 PM
Saturday: Closed
Sunday: Closed

Update Info

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Reviews

I am delighted to have Kevin Read  as our Financial Planner. He is professional, knowledgeable and responsive and tailors his considerable experience and advice to suit our needs. With Kevin we know we will always have a sustainable solution and we feel looked after and safe in his hands. We look forward to continuing our relationship into the future with our retirement planning.  Kevin also reminded me of the importance of protection, as I went self-employed a few years ago and I’m glad I did. I had to have knee surgery which has meant being off work for 6 months and the income protection that we set up paid me no problem. Really Happy.

So Liz has been extremely professional and sensitive while dealing with us as a couple , she has discussed with us every step of the way and has gone above and beyond in her support and expertise.  She has made a quite stressful and complex journey very easy which we really appreciate .  Many thanks for your excellent services and we would happily highly recommend  the service to others needing this help . Thank you Rowena and Ron Koning

We are really delighted with the service we receive from Liz, our financial advisor.  We have seen her together on each visit and she has tailored her advice for us as a couple and individuals, putting us in the best financial position going forward.

Kevin and his team offer well-informed and refreshingly down to earth advice.  They are a delight to work with and I very much appreciate Kevin’s personable approach. They continue to enable me and my family to keep our financial house in order. We have set up a retirement plan and we continue to work on my early retirement.  Highly recommend.

I was very pleased with the service and advice we received from Kevin regarding my pensions. Kevin is knowlegeable and explained everything clearly throughout the process. I would, and have, happily recommend DSWM to others.

Elizabeth Rolland has made the journey of financial planning so easy and straightforward for me. An excellent Financial Planner. Kind, professional, knowledgeable & responsive. It has been my pleasure to have taken advice with Dean Stevens wealth management.

First class service. Extremely professional to deal with. All communications are clear and concise. Regular updates giving me total confidence in the services provided by Dean and his team.

If you are are looking for integrity and professionalism when investing, look no further than Dean Stevens.  Liz and her team really have made me feel informed and assured; an outstanding service, I would highly recommend a consultation.

Liz was absolutely amazing she so lovely also which is bonus got me great income protection and an amazing affordable prices! Off to meet her in couple weeks to talk about pensions

I would highly recommend Dean Stevens and his fantastic team. They have always offered sound and impartial advice and I will continue to use them in the future.

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