Dean Stevens Wealth Management is a Partner Practice of the prestigious St. James's Place Wealth Management, one of the UK’s most prominent, award winning FTSE 100 organisations with its distinctive investment management approach.
Based in Cornwall, Dean Stevens Wealth Management provides wealth management solutions to clients both within Cornwall and nationally.
Dean's expertise covers the broad spectrum of financial planning and will help you and your business to:
Relationships are important. Being able to call upon the services of an adviser who understands personal circumstances enables our clients to benefit from a source of trusted advice as financial needs evolve over the years.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
We do not provide 'off the shelf' solutions. We put our clients at the heart of everything we do.
We specialise in providing high quality advice on many aspects of wealth management, working with you to help you achieve your financial goals.
Visit Insights to read articles and news to help you make informed decisions about your wealth or sign up to the E-Briefing Service; a personalised email communication service that keeps you informed on the issues that might impact your wealth.