Gain greater visibility on your investments.

Prydis offer premium investment management services for individuals, companies, pension funds and charities.

We provide three distinct services:

Investment Advisory Services

Our investment advisory services give you more control over how your wealth is invested. We advise you on a range of investments to help you create your portfolio, but you provide the final approval for investments to be made on your behalf.

We can also consolidate all of your investments for you, giving you greater visibility on your finances. Whether they are within a general investment account, ISAs, Investment Bonds, pensions or collective investment schemes, our investment advisory services bring them all together in one place so you can keep track of your finances at all times.

Managed Portfolio Service (MPS)

If you prefer to delegate your investment decisions, we offer a range of carefully and professionally managed investment portfolios which span five risk levels and three core objectives. Our managed portfolios are built around core holdings with satellite tactical investments, allowing you to take advantage of short-term opportunities.

Bespoke Investment Service (BIS)

Our Bespoke Investment Service provides a more targeted investment solution for clients who would like to delegate their investment decisions. 

You may have more complex requirements, very specific objectives for where you want to invest, or a large portfolio requiring additional care and attention. We place your requirements at the forefront of the portfolio’s construction to ensure the best asset allocation. We then select specific investments from our researched and pre-approved panel of investment funds to create your bespoke portfolio. 

If we feel that specific opportunities exist which you could benefit from at the time of investment, we may look outside of our investment panel. The portfolio is then monitored on an ongoing basis, with regular investment changes and rebalances.

What can you expect from Prydis?

We are committed to providing personalised guidance to help you make sound investment decisions that deliver on your unique financial goals. We work closely with all of our clients to ensure that, prior to making any investments, there is a clearly defined investment objective and acceptable level of risk established. 

Combine that with our unique integrated approach which brings together in-house wealth, accountancy, commercial and legal expertise and you can expect advice that’s based on a holistic understanding of your specific challenges, goals and ambitions.

Past performance is not a guide to future returns and the value of investments can fall as well as rise. You may get back less than you originally invested.

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