Welcome to Dean Stevens Wealth Management
At Dean Stevens Wealth Management, we provide bespoke wealth management advice to private and corporate clients in and around Cornwall. Our approach to wealth management centres on objective and pertinent advice, driven by intelligence and trusted relationships.Promotions
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Testimonials
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Dean has been very helpful in guiding us through the many management options available and his knowledge and enthusiasm was very reassuring. We wouldn’t hesitate in recommending him.
Jonathan Wardle| Falmouth
I was very impressed with the thoroughness that Dean went through my situation and the amount of help and thoughtfulness in explaining each stage of our discussions. I would have no hesitation in recommending him to family and friends.
C Bennett| Licensee, Redruth
I received financial advice from Dean Stevens whilst I was going through a stressful traumatic time in my life. I feel that he gave me excellent advice and support through this time. Everything was explained very clearly and made it a less stressful process. I have highly recommended him to all...
E.A Gormley| Practice Manager, Falmouth
I felt complete confidence in Liz from the word go, which has been reinforced ever since with an excellent standard of communication. A finance meeting was made to feel warm, friendly, and relaxed, and there was no doubt that I could trust her completely with the needs of myself and my family. To me...
C Basustow,| Medical Secretary, Helsten
Liz passes a special ability to listen, discuss and process what is said to her. She is professional, knowledgeable and inspires confidence that the advice she offers will help you to decided on the best investments for your money. I always come away from my financial review with such a feeling of c...
Angie Julian| Retired, Truro
I have really appreciated the sound financial advice given to me by Elizabeth Rolland in such a friendly, professional and trustworthy manner. She has always responded promptly to any queries and her support has been exceptional. I would have no hesitation in recommending her to anyone.
Name Supplied| Truro
Dean has an in depth knowledge of his subject matter and listens carefully before giving honest, sound advice. He is able to explain things without using jargon and this has been much appreciated. His service and support has been superb, nothing is too much trouble and he puts our interest firs...
Jane| Retired, Falmouth
Dean has really helped me with various financial issues. I would not hesitate to recommend him to friends and colleagues.
L Goodchild| Office Manager, Truro
Dean did an excellent job and was very professional to work with. Throughout the process, he made us feel at ease while offering sound advice. He has a friendly and genuine approach to business and I would definitely recommend him to both family and friends.
L Millar| Teacher, Falmouth
Dean has always given me good advice and is proactive in seeking the best solutions to any financial questions I might have. I have great faith in his knowledge and integrity and have already recommended him to friends and family.
M Adams| Core Support Worker, Falmouth
We were very impressed with Dean's manner and obvious financial knowledge from the minute we met him. He put us at ease and was extremely professional, taking time to get to know us and listed to what we needed, ensuring that he gave us all the relevant information required for us to make an in...
Mr and Mrs Strongman| Retired
Dean was highly recommended to me, and he was able to understand exactly what my expectations were for the policies I had. He has been very prompt in dealing with my affairs and keeping me informed of all the stages as they happen. I would not hesitate to recommend him to family and friends.
Mr Martin| Farmer, Truro
Dean Stevens was recommended to us by a friend, and he has been invaluable. The advice has been first class, and service prompt and courteous. Everything was explained simply so we could understand all aspects of the investment. We have already given his name to other people and will continue t...
Mr Richards| Redruth
Dean provides genuine and honest advice whilst always placing my interests first. His calm and sensible approach would place any client at complete ease. I look forward to a long and mutually beneficial partnership.
Mr Slade| General Manager, Cornwall
Dean took plenty of time to get to know us as individuals and our aims in life - not just our attitude to risk - to ensure that his advice was best suited to our requirements. He has always offered us a friendly yet extremely professional service.
Name Supplied| Charity Director, Cornwall
Dean has had my best interests in mind from the very beginning. I couldn't be more pleased with his advice and help and I would recommend him to anyone and everyone. 100% satisfied.
P McAleer| Retired, Falmouth
All of the advice and guidance that we have received from Dean has reinforced our confidence that our choice of St. James's Place was a good one. The after sales service has been exceptional and very supportive. A genuine and very likeable young man who cares passionately about his clients' int...
R Westlake| Retired
I have known Dean for many years and he has consistently and diligently provided me with the right advice and information. He has recently helped me with the auto-enrolment scheme. I would not hesitate to recommend Dean to anyone that needs expert advice on any financial matter.
S Barrett| Hotel Proprietor, Falmouth
Dean has impressed me with his obvious knowledge, expertise and professionalism. He has always worked tirelessly to find the right financial solutions for me. The service he provides is of the highest quality and I would gladly recommend him to anyone.
T Light| Equity Analyst, Bristol
Liz’s kindness, knowledge and support has been so helpful in the financial planning for mine and my child’s future. Trustworthy advice and very happy with the plan I have taken out.
Suzanne
Liz made us feel very comfortable and we trusted her the moment we met her. She explained things simply and so far what she has put in place for us has been great.
Liam Teague
Dean has been very helpful in guiding us through the many management options available and his knowledge and enthusiasm was very reassuring. We wouldn’t hesitate in recommending him.
Jonathan Wardle| Falmouth
I was very impressed with the thoroughness that Dean went through my situation and the amount of help and thoughtfulness in explaining each stage of our discussions. I would have no hesitation in recommending him to family and friends.
C Bennett| Licensee, Redruth
I received financial advice from Dean Stevens whilst I was going through a stressful traumatic time in my life. I feel that he gave me excellent advice and support through this time. Everything was explained very clearly and made it a less stressful process. I have highly recommended him to all...
E.A Gormley| Practice Manager, Falmouth
I felt complete confidence in Liz from the word go, which has been reinforced ever since with an excellent standard of communication. A finance meeting was made to feel warm, friendly, and relaxed, and there was no doubt that I could trust her completely with the needs of myself and my family. To me...
C Basustow,| Medical Secretary, Helsten
Liz passes a special ability to listen, discuss and process what is said to her. She is professional, knowledgeable and inspires confidence that the advice she offers will help you to decided on the best investments for your money. I always come away from my financial review with such a feeling of c...
Angie Julian| Retired, Truro
I have really appreciated the sound financial advice given to me by Elizabeth Rolland in such a friendly, professional and trustworthy manner. She has always responded promptly to any queries and her support has been exceptional. I would have no hesitation in recommending her to anyone.
Name Supplied| Truro
Dean has an in depth knowledge of his subject matter and listens carefully before giving honest, sound advice. He is able to explain things without using jargon and this has been much appreciated. His service and support has been superb, nothing is too much trouble and he puts our interest firs...
Jane| Retired, Falmouth
Dean has really helped me with various financial issues. I would not hesitate to recommend him to friends and colleagues.
L Goodchild| Office Manager, Truro
Dean did an excellent job and was very professional to work with. Throughout the process, he made us feel at ease while offering sound advice. He has a friendly and genuine approach to business and I would definitely recommend him to both family and friends.
L Millar| Teacher, Falmouth
Dean has always given me good advice and is proactive in seeking the best solutions to any financial questions I might have. I have great faith in his knowledge and integrity and have already recommended him to friends and family.
M Adams| Core Support Worker, Falmouth
We were very impressed with Dean's manner and obvious financial knowledge from the minute we met him. He put us at ease and was extremely professional, taking time to get to know us and listed to what we needed, ensuring that he gave us all the relevant information required for us to make an in...
Mr and Mrs Strongman| Retired
Dean was highly recommended to me, and he was able to understand exactly what my expectations were for the policies I had. He has been very prompt in dealing with my affairs and keeping me informed of all the stages as they happen. I would not hesitate to recommend him to family and friends.
Mr Martin| Farmer, Truro
Dean Stevens was recommended to us by a friend, and he has been invaluable. The advice has been first class, and service prompt and courteous. Everything was explained simply so we could understand all aspects of the investment. We have already given his name to other people and will continue t...
Mr Richards| Redruth
Dean provides genuine and honest advice whilst always placing my interests first. His calm and sensible approach would place any client at complete ease. I look forward to a long and mutually beneficial partnership.
Mr Slade| General Manager, Cornwall
Dean took plenty of time to get to know us as individuals and our aims in life - not just our attitude to risk - to ensure that his advice was best suited to our requirements. He has always offered us a friendly yet extremely professional service.
Name Supplied| Charity Director, Cornwall
Dean has had my best interests in mind from the very beginning. I couldn't be more pleased with his advice and help and I would recommend him to anyone and everyone. 100% satisfied.
P McAleer| Retired, Falmouth
All of the advice and guidance that we have received from Dean has reinforced our confidence that our choice of St. James's Place was a good one. The after sales service has been exceptional and very supportive. A genuine and very likeable young man who cares passionately about his clients' int...
R Westlake| Retired
I have known Dean for many years and he has consistently and diligently provided me with the right advice and information. He has recently helped me with the auto-enrolment scheme. I would not hesitate to recommend Dean to anyone that needs expert advice on any financial matter.
S Barrett| Hotel Proprietor, Falmouth
Dean has impressed me with his obvious knowledge, expertise and professionalism. He has always worked tirelessly to find the right financial solutions for me. The service he provides is of the highest quality and I would gladly recommend him to anyone.
T Light| Equity Analyst, Bristol
Liz’s kindness, knowledge and support has been so helpful in the financial planning for mine and my child’s future. Trustworthy advice and very happy with the plan I have taken out.
Suzanne
Liz made us feel very comfortable and we trusted her the moment we met her. She explained things simply and so far what she has put in place for us has been great.
Liam Teague
Dean has been very helpful in guiding us through the many management options available and his knowledge and enthusiasm was very reassuring. We wouldn’t hesitate in recommending him.
Jonathan Wardle| Falmouth
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SJP Approved 07/08/2023
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
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