Demelza Lifestyle Financial Planners

www.thedemelzagroup.co.uk

"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.

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"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.

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Employees

1-10

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Founded

2003

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Estimated Revenue

$1 to $1,000,000

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Potential Decision Makers

  • Financial Planner , Life Planner and Ifa ( Independent Financial Advisor )

    Email ****** @****.com
    Phone (***) ****-****
  • Financial Planner , Lifestyle Financial Planner and Independent Financial Adviser

    Email ****** @****.com
    Phone (***) ****-****
  • Estate and Inheritance Tax Planning

    Email ****** @****.com
    Phone (***) ****-****
  • Financial Planner , Comprehensive Financial Planning and Lifelong Cashflow Modelling

    Email ****** @****.com
    Phone (***) ****-****

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