Mrs Denese Molyneux

Membership category: Full Member i

'TEP' status denotes full membership of STEP and is the top level of STEP membership. TEPs are fully qualified practitioners with proven qualifications and experience. They can use the letters 'TEP' after their name. TEPs must adhere to STEP's Code of Professional Conduct.

Fortfield Chambers, Station Road
EX10 8NY
United Kingdom

Telephone: +44 (0)1395 493100
Practice Areas: Elderly and vulnerable clients, Estate planning/administration, Family business, Insurance, Investment, Rural family, business and agriculture, Tax, Trust planning/administration
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Financial Planner
STEP Qualifications:
STEP Diploma in Trusts and Estates - England & Wales
Molyneux Financial Planning
STEP West of England
Council, England and Wales Regional Committee
Special Interest Groups:
Business Families | Mental Capacity

Denese Molyneux became involved in financial services in 1997.  Having worked with financial services companies of varying size Denese established her own company in 2007.

Denese Qualified as a TEP in 2008 and as a Chartered Financial Planner in 2009.

Denese works with client to help them identify, achieve and maintain their desired lifestyle so that they can live their lives without the fear of running out of money in their lifetime.  She advises clients on strategies to minimise their tax liabilities.

Denese works with clients' other professional advisers such as solicitors and accountants to plan effective 'succession' strategies to ensure the tax efficient distribution of assets to clients' chosen beneficiaries on or before death. 

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