The Demelza Group

The Demelza Group The Demelza Group has been providing independent estate planning advice and financial services in Cornwall since 2003.

Welcome to The Demelza Group’s page. We hope you will ‘like’ this page so you can receive information on changes effecting your future finances and wealth during retirement. We will also run promotions so you could win a range of prizes including classical concert tickets for Hall for Cornwall. We specialise in helping individuals and families across Cornwall protect their assets with wil

ls, trusts and inheritance tax planning, and wealth and pension management services. The Demelza Group consists of two limited companies - Demelza Independent Estate Planning Ltd and Demelza Financial Planning Ltd, trading as Demelza Lifestyle Financial Planners. Demelza Financial Planning Ltd is regulated by the Financial Conduct Authority (FCA) and is authorised to give Financial Advice as described under the Financial Services Act.

26/11/2021

I've decided that I would like to get some help with my finances but what is the difference between a financial adviser and a financial planner?

23/11/2021

Shawbrook Bank has jumped to the top of our independent best buy easy-access savings tables with a deal paying 0.67%.

17/11/2021

For years, I shunned investing and stuck to cash savings accounts. This wasn't because I didn't understand the merits of investing - I wrote about funds and shares.

15/11/2021

The £44.7million sum covering July to September takes the total refunded since the beginning of pension freedoms in 2015 to almost £800million.

11/11/2021

The Government has closed a loophole in its plans to raise the minimum age when you can start tapping your private savings to 57.

05/11/2021

Under the triple lock, state pension increases by the highest of price inflation, average earnings growth or 2.5%. The decision to ditch it, if only temporarily, has angered many.

04/11/2021

Lots of leading funds are not as green as they make out. We look at what is out there for investors keen to put their cash in companies doing genuine good.

03/11/2021

In his budget, Rishi Sunak confirmed that the Treasury will hike taxes on dividends in April: with investors paying an extra 1.25% from April.

29/10/2021

Energy inefficient buildings are a problem for the Government. But the need to modernise Britain's housing stock presents an opportunity for investors.

22/10/2021

Pension experts warn that savers with defined benefit pensions could be left trapped in a plan that does not suit them, leaving them without the financial flexibility they crave in older age.

21/10/2021

Government grants of £5,000 will be available from April next year to encourage homeowners to install more efficient, low carbon heating systems, for example, heat pumps that do not emit carbon.

Address

Higher Demelza, Street Wenn
Bodmin
PL305PE

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

01726 891421

Website

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