Support with any personal finance matter.

We listen to your individual concerns and focus on understanding your specific circumstances and family situation as well as your broader business and independent financial adviser arrangements. Prydis have the skills needed to deal with all of your family and business matters, and can help you plan effectively for the future. 

We can assist you in a full range of personal matters including making a will, arranging funeral plans, creating and registering Lasting Powers of Attorney and looking into any care issues that may be relevant to you.

We can advise on a range of Trust matters and how these may be beneficial to your personal circumstances. This may be in the form of a lifetime trust or a trust to be set up in your will. 

Inheritance Tax may be a consideration for you and your family. We can undertake a tax planning exercise and explain the options available to you in managing this. 

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