Dean Stevens Wealth Management

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, h

elping 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.

Th sun is shining and we are all set up at The Stithians Show! ☀️We are looking forward to seeing you all. Rob, Deanne a...
13/07/2026

Th sun is shining and we are all set up at The Stithians Show! ☀️
We are looking forward to seeing you all.
Rob, Deanne and Kirsty will be handing out some goodies, come and say Hi!

The oil price is now below pre war levels. Read our latest market thoughts on the following link:
29/06/2026

The oil price is now below pre war levels. Read our latest market thoughts on the following link:

Following a 60-day ceasefire and a memorandum of understanding signed earlier in June, Brent has fallen rapidly from its mid-May peak of $110 a barrel, reaching just over $72 a barrel last week. The last time prices were this low was on 28 February, the day the US and Israel began strikes on Iran.

22/06/2026

Keir Starmer's resignation today means the UK is now facing its fifth prime minister in five years - and its seventh since Brexit.

The next steps remain unclear. Even if challenger Andy Burnham is 'coronated' the process will take several weeks.

National recognition. Local values. Chartered standards.We made it into the Professional Advisor
22/06/2026

National recognition. Local values. Chartered standards.

We made it into the Professional Advisor

Two advisory businesses, Dean Stevens Wealth Management and William Highbourne Wealth Management, have achieved chartered firm status from the Chartered Institute for Securities & Investment (CISI).

Not every day your business makes the national press.Proud to see Dean Stevens Wealth Management featured in the Financi...
19/06/2026

Not every day your business makes the national press.

Proud to see Dean Stevens Wealth Management featured in the Financial Times following our achievement of CISI Chartered Firm status.

We are honoured to join a select group of just 46 firms nationwide to have achieved this recognition.

This milestone reflects the professionalism, standards and client-first approach that sit at the heart of everything we do.

Thank you to our incredible team and clients for being part of the journey.

Two financial planning companies have achieved Chartered Firm status from the Chartered Institute for Securities and Investment.

18/06/2026

📢 Exciting news is on the way…

Today marks a major milestone for our firm—one that reflects our commitment to excellence, professionalism, and delivering the highest standards of advice and service to our clients.

The official announcement will be featured very shortly, and we can’t wait to share the full details with you.

Keep an eye on our page for the big reveal. 👀

07/06/2026

Your journey. Your goals. Your future. Planned with purpose

18/05/2026

Navigating your future,together.

13/05/2026

Financial planning is about clarity, confidence and having the right guidance for the journey ahead.

29/04/2026

If you have not defined a good life, how do you know you are living one?

We spend years chasing goals, income, success…
But rarely stop to define what it is all for.

If you are thinking about this, we are always happy to talk.
Dean Stevens Wealth Management

Address

Falmouth
TR113QL

Telephone

+441326617160

Website

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