Stuart is a Chartered Financial Planner and has been with the company since 2007. He graduated from University of the West of England, Bristol (UWE) with an upper second class honours degree in Accounting and Finance. Following this, Stuart has taken a number of professional exams and is now a Chartered Member of both the CII and the CISI. In his spare time he enjoys to spend time with his young family and going to the gym.
Mark has over 17 years’ experience working in the financial services sector, 14 of those as a financial adviser assisting a wide range of clients both individual and commercial, with a particular specialism in Life Assurance. He joined Prydis Wealth in October 2016.
In his spare time, Mark enjoys quality time with his family and friends and playing live music.
Geoff has over 25 year experience in the financial services industry, initially for Prudential as an agent, then for a Building Society and two of the main High Street Banks in a tied advice capacity before moving to an independent advisory firm in 2006. He has gained experience from dealing with a variety of personal and business clients and has been providing holistic financial advice within Prydis since 2010. Geoff has attained the Diploma in Financial Planning, as well as the Certificate in Advanced Mortgage Advice and the Certificate in Equity Release. Geoff enjoys both football and rugby and plays skittles at the Royal British Legion in his free time.
Guy is a mortgage and finance assistant who helps facilities both regulated and non-regulated business. He graduated with a degree in Sports Development, however, moved his attention towards financial services after graduation and has been sitting regular exams to improve his knowledge and competency. Guy has a keen interest in a variety of sports and is happy either spectating or participating.
Simon is a Financial Planner with Prydis Wealth. He has a wealth of experience in a number of areas of financial planning having worked in the Financial Sector for over 20 years. Simon has an Honours Degree and a Masters Degree in Psychology, and holds the distinction of being a Chartered Financial Planner. He is also a Fellow of the Personal Finance Society.
Nick is a self-employed Chartered Financial Planner based in Dorset with clients across the West Country and beyond. After many years working in the City of London, Nick returned to the South West in 2017. He has an MSc from London University and a BA (Hons) from the University of Warwick. In his spare time, he enjoys learning new sports and living in a beautiful part of the country.
Adam has been working in financial services since 2006, gaining experience in a variety of roles such as administration, paraplanning, the client journey, process management and operations. He has experience in pensions, investments and protection in relation to both business and personal clients. During his career, Adam has achieved Chartered and Fellow status with the Chartered Insurance Institute. He is married to Sammi and in his spare time, he enjoys cycling, going to the gym and playing football.
Hailing from Edinburgh, Nyree is a paraplanner with 11 years experience in the role and specialises in pensions. She previously worked in the Wealth Management team of one of Scotland’s largest legal firms Turcan Connell, before moving to the South West and joining Prydis. Prior to paraplanning, she worked for 16 years in two of Scotland’s largest assurance companies (Scottish Life and Scottish Widows), gaining experience in pensions from an industry perspective. Now living in Devon, she enjoys exploring Dartmoor and the surrounding countryside.
Matt is a Paraplanner for Prydis Wealth. He graduated from the University of Sheffield with a first class honours degree in Russian Studies and completed a Master’s at the University of Leeds. He is currently working towards the CII Diploma in Regulated Financial Planning.
Craig is a Technical Administrator for the Prydis Wealth SIPP/SSAS team. Working previously for Friends Life/Aviva, Craig was a single point of contact for a number of the company’s key clients and brings over 6 years’ experience within the pensions industry, having worked with a broad range of different pension types over the years. In his spare time Craig enjoys coaching and competing in martial arts.
Harrie is the Head of Wealth Administration for Prydis Wealth, overseeing the Administration Team and keeping a close eye on the Advisers!
She has worked for Prydis Wealth since the beginning of 2015. After obtaining a degree in PE at Marjons in 1998 and moving to London, Harrie has worked in a number of different fields, including Sports Development and Pub Management, before settling back in Devon and into Financial Services just over 10 years ago.
Harrie is a retired rugby player who still thoroughly enjoys the game from the far less injury prone supporters perspective, and enjoys travelling and walking her GSD/Husky cross, Ruby, with her husband Mark.
Robyn joined the company as PA to James and Liz in December 2016, after working for 8 years in Pension Administration. In addition to her role as PA, she also works within the Prydis Wealth administration team and looks after the Prydis Portal.
Robyn has a strong creative side and graduated from the University of Wales Cardiff with a BA (Hons) in Fine Art and Textiles.
Nicola has worked at Prydis Wealth since its inception as a technical administrator and has been working within the financial services industry for over 21 years. Her main area of focus has been providing support within the SIPP and SSAS department where she has developed an extensive knowledge of the products which includes being responsible for looking after the commercial property portfolio within these schemes. Away from the office Nicola enjoys holidays, F1 and keeping fit.
Liz is a Chartered Financial Planner and heads up the Financial Planning team. Liz provides strategic financial advice, specialising in retirement planning and inheritance tax mitigation.