Prydis Wealth is a firm of Chartered Financial Planners, Independent Financial Advisers and Discretionary Investment Managers that combine to offer a new approach to wealth management.
The Integrated Approach to Wealth Management
Everyone has their own unique goals to enhance their wealth and drive growth for their business. Creating a strategic plan for your future is the best way to ensure that your personal and business goals are achieved.
Our advisers offer truly personalised financial planning, from basic reviews to more complex appraisals. We cover everything from retirement planning to mortgages and protection. Additionally, we provide discretionary investment management services as well as wealth management services to our clients, other wealth professionals, pension funds and charities. We are fully independent advisers, so you can be confident that we will work to find the best solution for you.
Prydis Wealth have been awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII). This is the industry’s gold standard and is only presented to financial planning firms at the forefront of their industry. To earn this accreditation, we have satisfied rigorous criteria relating to professional qualifications and ethical good practice. When you use a Chartered firm, you are dealing with proven professionals who are committed to providing you with the best possible advice, service and support.
To learn more about our wealth management services, please get in touch.
Prydis Wealth Limited is authorised and regulated by the Financial Conduct Authority under firm reference number 432014. Our details can be verified on the Financial Services Register. Further information can be found in the Regulatory Information section of the website.
"The Prydis team have successfully supported our business, demonstrating their commitment to adding value to our business both on a day to day basis and for the long term."
Gerard Lovell, Forthglade Foods Ltd.
"Quite simply, our business wouldn't be worth as much as it is now, if it wasn't for the advice and guidance that we as a family have received."
Universal Office Solutions
Get In Touch
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Get in touch to see how we can help.
Call us – 01392 432431