February 2024 by Alison Lewis
From someone who struggled with understanding what I should be doing with my pension, I was put at ease things were explained in layman's language, ring up and checked I understand and have helped out with other advice, Liz goes above and beyond so helpful and a lovely lady.
April 2023 by Russ Evans
If you are are looking for integrity and professionalism when investing, look no further than Dean Stevens.Liz and her team really have made me feel informed and assured; an outstanding service, I would highly recommend a consultation.
April 2023 by Alex Minttobe
Elizabeth Rolland has made the journey of financial planning so easy and straightforward for me. An excellent Financial Planner. Kind, professional, knowledgeable & responsive. It has been my pleasure to have taken advice with Dean Stevens wealth management.
March 2023 by Matthew Morrison
First class service. Extremely professional to deal with. All communications are clear and concise. Regular updates giving me total confidence in the services provided by Dean and his team.
March 2023 by Rowena Koning
So Liz has been extremely professional and sensitive while dealing with us as a couple , she has discussed with us every step of the way and has gone above and beyond in her support and expertise.She has made a quite stressful and complex journey very easy which we really appreciate .Many thanks for your excellent services and we would happily highly recommend the service to others needing this help .Thank youRowena and Ron Koning
March 2023 by David Issitt
We are really delighted with the service we receive from Liz, our financial advisor. We have seen her together on each visit and she has tailored her advice for us as a couple and individuals, putting us in the best financial position going forward.
March 2023 by Andrew Songhurst
I was very pleased with the service and advice we received from Kevin regarding my pensions. Kevin is knowlegeable and explained everything clearly throughout the process.I would, and have, happily recommend DSWM to others.
January 2023 by Lewis Young
Kevin and his team offer well-informed and refreshingly down to earth advice.They are a delight to work with and I very much appreciate Kevin?s personable approach. They continue to enable me and my family to keep our financial house in order. We have set up a retirement plan and we continue to work on my early retirement. Highly recommend.
January 2023 by Bailey Couldridge
I am delighted to have Kevin Read as our Financial Planner. He is professional, knowledgeable and responsive and tailors his considerable experience and advice to suit our needs. With Kevin we know we will always have a sustainable solution and we feel looked after and safe in his hands. We look forward to continuing our relationship into the future with our retirement planning.Kevin also reminded me of the importance of protection, as I went self-employed a few years ago and I?m glad I did. I had to have knee surgery which has meant being off work for 6 months and the income protection that we set up paid me no problem. Really Happy.
January 2023 by Paul Gilbert
Liz was absolutely amazing she so lovely also which is bonus ?got me great income protection and an amazing affordable prices! Off to meet her in couple weeks to talk about pensions ?
September 2022 by Tim Hawke
I would highly recommend Dean Stevens and his fantastic team. They have always offered sound and impartial advice and I will continue to use them in the future.
January 2022 by speedingtube
Honest and transparent service with Dean. Highly recommended, especially if you're in the Truro and Falmouth area and want a trustworthy advisor! A+
