Prydis Wealth Limited

Independent Financial Adviser  Senate Court, Exeter, Devon, EX1 1NT
First meeting at adviser's own cost
We are Chartered Financial Planners with a passion to find the best solution for our clients.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Healthcare
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Income protection insurance
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Large business
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Life insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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EEA
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Stockbroking services
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 20th September 2021
Meet our advisers
MR Geoff Morrey-Jones DipPFS, Certs CII (MP & ER)
Financial Planner

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management

This qualification assesses a knowledge and understanding of key elements of the mortgage process, specialist types of mortgage lending, challenges in the mortgage industry and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.

MR James Priday MSc, BA(Hons), Chartered MCSI, DipPFS
Director

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.

MCSI membership is full membership of the CISI, and denotes a high level of achievement and competence. It is awarded to those with a suitable combination of qualifications and experience

MR Stuart Gibbs BA (Hons), APFS, Chartered MSCI
Chartered Financial Planner

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

MCSI membership is full membership of the CISI, and denotes a high level of achievement and competence. It is awarded to those with a suitable combination of qualifications and experience

Accreditations
Chartered Financial Planner
MRS Liz Andrews APFS
Chartered Financial Planner

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

Accreditations
Chartered Financial Planner
MR Mark Welsh BSc (Hons), DipPFS
Financial Planner

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

MR Nick Ashwell
Chartered Financial Planner

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

Accreditations
Chartered Financial Planner
MR Simon Austin
Chartered Financial Planner

Fellowship of the CII is universally regarded as the premier qualification for those working in the insurance industry. This shows a commitment to continuous professional development.

Accreditations
Chartered Financial Planner
MR Adam Prestwood
Head of Paraplanning

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Accreditations
Chartered Financial Planner
MR Paul White
Chartered Insurance Broker

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Associate members are those who have gone on to secure more advanced qualifications by completing the Advanced Diploma in Insurance or its predecessor the Associateship. This shows a commitment to continuous professional development.

MCSI membership is full membership of the CISI, and denotes a high level of achievement and competence. It is awarded to those with a suitable combination of qualifications and experience

What our clients say
Before we were clients we were handed meaningless, expensive documents. Now we're enjoying retirement with clearly explained, tax-efficient structures and full wealth planning. Nothing but praise.
Bob and Gina Gearing, Exeter
We hugely value the relationship that we've enjoyed over many years. Whether it's planning for retirement or expanding the business, we can always rely on the team.
Axminster Power Tools, Axminster, Devon
I became a client of Prydis in 2007. To have advisers that manage all my affairs without expecting me to drive it is an enormous improvement upon what I have experienced in the past. I anticipate a long future with Prydis as theirs is the service I need.
Jason Leonard OBE, London
About us

Prydis Wealth is a firm of Chartered Financial Planners, Independent Financial Advisers and Investment Managers operating across the country.

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.

Our services

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.

We also:
- make things simple
- work closely with your other trusted professionals
- develop creative solutions for complex situations

Where to find us
Head office address: Senate Court, Southernhay Gardens, Exeter, EX1 1NT
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
7.0/10
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FCA authorised
Last authorised 20th September 2021

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