Demelza Lifestyle Financial Planners

Demelza Lifestyle Financial Planners is located in Bodmin, United Kingdom on Higher Demelza, St. Wenn. Demelza Lifestyle Financial Planners is rated 3 out of 5 in the category financial planner in United Kingdom. "Advice that revolves around YOU - not your money!" A new name for a new approach - Demelza Financial Planning Ltd. is now known as Demelza Lifestyle Financial Planners. 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.