Prydis Wealth Limited

Independent Financial Adviser Senate Court, Southernhay Gardens, Exeter, Devon, EX1 1NT
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
9th September 2019
We are Chartered Financial Planners with a passion to find the best solution for our clients.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Bad credit
    • Building your home
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Equity release
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • EEA
    • Commercial mortgages
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
James Priday MSc, BA(Hons), Chartered MCSI, DipPFS
Director
Liz Andrews APFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Stuart Gibbs BA (Hons), APFS, Chartered MSCI
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Geoff Morrey-Jones DipPFS, Certs CII (MP & ER)
Financial Planner
Mark Welsh BSc (Hons), DipPFS
Financial Planner
adviser-person
Nick Ashwell
Chartered Financial Planner
Accreditations
Chartered Financial Planner
adviser-person
Simon Austin
Chartered Financial Planner
Accreditations
Chartered Financial Planner
adviser-person
Adam Prestwood
Head of Paraplanning
Accreditations
Chartered Financial Planner
adviser-person
Paul White
Chartered Insurance Broker
What our clients say
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
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
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
Where to find us

Senate Court, Southernhay Gardens, Exeter, Devon, EX1 1NT

Make an enquiry
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

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Compliance

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.

Prydis Wealth are Chartered Financial Planners and Independent Financial Advisers.

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