Wealth Management Edinburgh
Prydis are leaders in Wealth Performance Management. Our firm is led by a team of Chartered Financial Planners, Independent Financial Advisers and Investment Managers who provide integrated accountancy, legal & financial planning for our clients.
Effective planning for your future is the only 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. Our advice covers everything from retirement and investment planning to mortgages and protection. We also provide investment management services to private clients, other wealth professionals, pension funds and charities. We are fully independent so you can be safe in the knowledge that we are striving to find the best solution for you.
Wealth Management Experts
Our in-house team of Chartered Lawyers, Accountants, Financial Planners, Tax Advisers and Wealth Managers have honed their expertise over more than 30 years. Pairing this with a deep understanding of the market and the latest regulatory insight, our experts will help you maximise your wealth and achieve your financial objectives.
Our company expertise includes:
- Wealth Management from Chartered Financial Planners
- Accounting Services from our firm of Chartered Accountants, Chartered Tax Advisers & Registered Auditors.
- Legal Services from solicitor specialising in corporate law, trusts and residential property
- Business Consultancy to help your business grow
Ethical Investment Specialists in Edinburgh
As members of the UK Sustainable Investment and Finance Association (UKSIF) and the Ethical Investment Association (EIA) we offer specialist weatlh consultancy for those wishing to enhance their sustainable and ethical investment portfolio.
Our Client Commitment
We listen and truly understand our client’s needs, developing long-term trusted relationships. We are extremely proud of the quality of our advice and the diligence with which we conduct our work.
- make things simple
- work closely with your other trusted professionals
- develop creative solutions for complex situations
"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."
"Scott and the Prydis team have helped me plan for my retirement."