Prydis Wealth is a firm of Chartered Financial Planners, Independent Financial Advisers and Discretionary Investment Managers.
Our Integrated Wealth Management Approach:
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 discretionary investment management services as well as wealth 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.
Prydis Wealth have been awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII). This is the industry’s gold standard for firms of financial planners. This means 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. It means you can be confident that you are dealing with one of the UK’s leading firms that is committed to providing you with the best possible advice, service and support.
To learn more about our wealth management services, please contact us by either calling us at our Exeter office on 01392 432431 or our London office on 0203 8239059.
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.