Dean Stevens Wealth Management

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Dean Stevens Wealth Management Dean Stevens Wealth Management provides advice in Retirement planning, investment planning, inheritance and estate planning. Without running out of money.

With a strong focus on long term relationships to give trusted advice to our clients as their needs evolve. I pride myself on offering comprehensive, sound, tailored advice for individuals and businesses centered on each person’s unique needs. I can help our clients to actually realise their dreams: the dream of retiring early, going on that world cruise; or visiting loved ones around the world, helping their children financially. With our help, our clients can go confidently in the direction of their dreams. Exploring clients’ lives and attitudes around money, asking them about their day-to-day needs and their dreams, and taking account of these factors in formulating a financial plan.

Our amazing business consultant Jan is taking on a huge challenge of trekking to Everest Base Camp to help raise funds f...
13/10/2026

Our amazing business consultant Jan is taking on a huge challenge of trekking to Everest Base Camp to help raise funds for young people in Nepal.
More information can be found on the link below and also if you wish to donate to this great cause.

Help Jan Jago raise money to support St. James's Place Charitable Foundation

12/10/2026

A lovely weekend supporting Falmouth United U7s ⚽️

We’re proud to sponsor the team’s kit. It was brilliant to see the children out there enjoying their football, giving it their all and wearing their new shirts with such big smiles.

Dean is also one of the team’s coaches, so this one is especially close to home. We’re delighted to support the players, their families and grassroots football in our local community.

A great day supporting Nalders LLP and Alzheimer’s Society 💙We were delighted to recently support Nalders LLP’s 16th Ann...
24/09/2026

A great day supporting Nalders LLP and Alzheimer’s Society 💙

We were delighted to recently support Nalders LLP’s 16th Annual Charity Golf Day, held in aid of Alzheimer’s Society.

It was fantastic to see so many local businesses coming together to support such an important cause and the vital work Alzheimer’s Society does for people affected by dementia and their families.

A huge well done to everyone at Nalders for organising another brilliant event, and thank you to everybody who participated, supported or donated. We were very pleased to play a small part.

Nalders Solicitors

A real privilege to spend the past few days at Leadership Summit 2026, alongside some of the most successful business ow...
16/09/2026

A real privilege to spend the past few days at Leadership Summit 2026, alongside some of the most successful business owners and leaders within our profession.

The summit provided a valuable opportunity to step away from the day-to-day and focus on the bigger picture, including the economic and investment landscape, developing talented people, innovation, leadership and the future of financial advice.

A particular highlight was hearing from Henry Fraser. It is difficult to do his story justice in only a few words. His extraordinary resilience, outlook and determination were genuinely inspiring and offered a powerful reminder that, although we cannot always control what happens to us, we can control how we respond.

We also heard from Major Tim Peake, who shared his unique perspective on leadership, preparation, teamwork and performing under pressure.

The event concluded with a fantastic black-tie charity dinner, raising more than £212,000, including matched funding, to support charities and communities across the UK.

Events like this are valuable not only because of the quality of the speakers, but because they bring together ambitious business owners who are prepared to share ideas, challenge their thinking and continually strive to improve.

Plenty to reflect on, and even more to bring back and put into action at Dean Stevens Wealth Management.

From one of Falmouth United’s early teams to supporting its newest. 🧡⚽️More than 25 years ago, Dean played for Falmouth ...
13/09/2026

From one of Falmouth United’s early teams to supporting its newest. 🧡⚽️

More than 25 years ago, Dean played for Falmouth United under Lee Harris. This weekend, it was very special to see the club’s new Under-7s take their first steps into match football in their new kit, proudly sponsored by Dean Stevens Wealth Management.

Their first league fixture against Troon gave them a proper matchday to remember at Penryn Athletic, with a team talk, lining up together, walking out to music and then plenty of football and smiles in the new 3v3 format.

Grassroots clubs give children so much more than a game of football. They help build confidence, friendships and memories that can last for years, and we are delighted to support Falmouth United as this new team begins its journey.

Well done to both teams, and thank you to all the coaches, volunteers, parents and everyone at Penryn Athletic who helped make the day so enjoyable.

Good luck for the season, Falmouth United Under-7s! 🧡⚽️

If you remember those early Falmouth United days, we would love to hear your memories below.

🌊 Good people, sea air & a great cause! 🌊Today, our team at Dean Stevens Wealth Management joined forces with others fro...
11/09/2026

🌊 Good people, sea air & a great cause! 🌊

Today, our team at Dean Stevens Wealth Management joined forces with others from St. James’s Place for a beach clean around Gyllyngvase and Swanpool. 🧤💙

It was fantastic to catch up with colleagues, enjoy some much-needed fresh sea air, get a few extra steps in and, most importantly, do something positive for our local coastline. 🌿🌊

There’s something pretty special about getting outside, working together and giving back to the places we’re lucky enough to call home. Every piece of litter removed is one less piece that can make its way into our oceans and harm the wildlife that depends on them. 🐚🐬

A huge thank you to Surfers Against Sewage for providing the clean-up equipment and helping make days like this possible. 🙌

A great afternoon, a great team and an even greater cause. 💙

Small actions can make a big difference — especially when we do them together. 🌍

Strong businesses are built by the right people, shared standards and lasting trust.
09/09/2026

Strong businesses are built by the right people, shared standards and lasting trust.

We were delighted to recently provide Charfield FC with their new kit.Grassroots football plays such an important role i...
08/09/2026

We were delighted to recently provide Charfield FC with their new kit.

Grassroots football plays such an important role in bringing people together, and we are proud to support a club that means so much to its players and the wider community.

The team are looking very smart. Wishing them every success for the season ahead! ⚽

06/09/2026
Proud to support Falmouth Town FCWe’re delighted to continue our support of Falmouth Town Football Club for another seas...
06/09/2026

Proud to support Falmouth Town FC

We’re delighted to continue our support of Falmouth Town Football Club for another season, with DSWM once again sponsoring advertising around Bickland Park.

As a Falmouth-based business, supporting the community around us has always been important to us, and Falmouth Town is a fantastic example of a club that brings people together.

From the players and volunteers to the supporters who turn up week after week, there’s a real sense of community around the club and we’re proud to play a small part in supporting it.

Wishing everyone at Falmouth Town a successful season ahead.

Up the Town!

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Falmouth
TR113QL

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