Your Finance.
Your Documents. Your Life.

Welcome to the client area. From here, you can login securely to all our digital platforms: the Prydis Portal for your wealth performance management needs, Prydis SIPP for your pension and Prydis Wrap for your investments. 

Prydis Portal Login Prydis SIPP Login Prydis Wrap Login

Terms and Conditions and FAQs for the Prydis Portal can be viewed here.

It’s time to bring all your finances into one place.

See the bigger picture
A clear, uncomplicated view of your finances under one login.

Keep track of your investments
It’s easy to check on your investments, assets and liabilities.

See where your money goes
Access your accounts and cards, and track your spending.

Your personal financial assistant
Keep an eye on renewals, payments, income and maturities.

Keep your important documents safe
Store all your paperwork securely, from wills to valuations.

Get In Touch

Contact our team to get expert support for:

Get in touch to see how we can help.

Call us – 01392 432431

Branches: Exeter | Newquay | Liskeard | Edinburgh