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Denis Mitchell

Demelza Lifestyle Financial Planners
Financial Planning

Contact Information:

Higher Demelza
Bodmin, Cornwall PL30 5PE
United Kingdom
T: 01726 891 421
F: 01726 891 421
http://demelzafinancialplanning.ifa-web.co.uk/

Years in Business:

 

13

Clients I'm Seeking:

 

Our ideal clients are Business Owners, Directors, Entrepreneurs & Professionals as well as clients with £250,000 or more to invest.

About My Business:

 

Advice that revolves around YOU - not your money! At Demelza Lifestyle Financial Planners we do things differently. We provide REAL Financial Planning - placing the person at the centre of what we offer rather than products, unlike Traditional IFA's (Independent Financial Advisors). We call this innovative new approach Lifestyle Financial Planning. We engage in an honest relationship with our clients to tell them the truth about money. Life is not a rehearsal – How do you want to live the rest of yours? We will work with you to answer this question and identify and manage YOUR NUMBER – 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 knowing that you and your family are secure and financially independent. We work with a limited number of clients so that we can provide a first class, comprehensive and bespoke service to everyone we look after.

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