The Demelza Group

The Demelza Group provides independent estate planning advice and financial services in Cornwall. They focus on helping individuals and families protect their assets through wills, trusts, inheritance tax planning, and wealth and pension management services.
  • Wills & Trusts
  • Estate Planning
  • Wealth Management
  • Pension Management
  • Retirement Planning
  • Inheritance Tax Planning

Size
Small
Phone
N/A
Email
N/A
Locations
Higher Demelza, St. Wenn, PL30 5PE
01726891421
8:30 - 17:00
Digital Popularity
Social Media
Competitors
Strategy Wealth
Strategy Wealth offers independent financial advice, focusing on pensions, investments, protection, and financial planning tailored to individual client needs.
Company Details
The Demelza Group is operated by Demelza Independent Estate Planning Limited and is a Active company incorporated on 17 July 2014 with the registered office located in Bodmin, Cornwall. Demelza Independent Estate Planning Limited was registered 11 years ago.

Status
Active
Size
Micro
Directors
2
Age
11 years old
Employees
Unreported
Turnover
Unreported
Total Assets
£2.79K
Cash in Bank
£2.79K
Total Liabilities
-£2.25K

Director • Secretary • PSC • Managing Director • British • Lives in England • Born in Aug 1959
Teams
All
1
Consulting
1
Other
1
Financial Planner, Comprehensive Financial Planning And Lifelong Cashflow Modelling • Joined Aug 2003
Financial Planner, Life Planner And IFA (Independent Financial Advisor) • Joined Aug 2003
Financial Planner, Comprehensive Financial Planning And Lifelong Cashflow Modelling • Joined Aug 2003