Dean Stevens Wealth Management - Falmouth

Address: The Athenaeum, Kimberley Pl, Falmouth TR11 3QL, United Kingdom.
Phone: 1326617160.
Website: deanstevenswm.co.uk.
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible toilet, Toilets, Appointment required.
Opinions: This company has 15 reviews on Google My Business.
Average opinion: 5/5.

Location of Dean Stevens Wealth Management

1326617160

Dean Stevens Wealth Management is a financial planning firm located in the heart of Falmouth, UK. The company's headquarters is situated in a prestigious location, The Athenaeum, Kimberley Pl, Falmouth TR11 3QL, United Kingdom. You can easily find the location and give them a call at 1326617160 to schedule an appointment.

The company specializes in providing financial planning services to individuals and businesses. Dean Stevens Wealth Management is a financial planner that can help you achieve your financial goals by providing expert advice on investments, retirement planning, tax planning, and estate planning. They are dedicated to helping their clients make informed decisions about their financial future.

One of the unique features of Dean Stevens Wealth Management is their wheelchair-accessible facilities, including a car park and toilet. This makes it easier for clients with disabilities to access their services and feel comfortable during their visit. The company also requires appointments, ensuring that clients receive personalized attention and undivided focus from their financial planners.

Dean Stevens Wealth Management has received rave reviews from their clients, with 15 reviews on Google My Business and an average rating of 5/5. Clients praise the company's expertise, professionalism, and personalized approach to financial planning. They appreciate the company's commitment to helping them achieve their financial goals and their ability to explain complex financial concepts in an easy-to-understand manner.

If you're looking for a reliable and experienced financial planner in Falmouth, look no further than Dean Stevens Wealth Management. Their expertise, convenient location, and commitment to client satisfaction make them an excellent choice for anyone seeking financial planning services.

Reviews of Dean Stevens Wealth Management

Dean Stevens Wealth Management - Falmouth

Bailey Couldridge

5/5

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.

Lewis Young

5/5

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.

Rowena Koning

5/5

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

David Issitt

5/5

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.

Alex Minttobe

5/5

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.

Alison Lewis

5/5

From someone who struggled with understanding what I should be doing with my pension, I was put at ease things were explained in layman's language, ring up and checked I understand and have helped out with other advice, Liz goes above and beyond so helpful and a lovely lady.

Andrew Songhurst

5/5

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.

Russ Evans

5/5

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.