Prydis Wealth Limited
Senate Court
Southernhay Gardens
Exeter
Devon
EX1 1NT
Prydis clients enjoy support that reaches beyond the boundaries imposed by traditional professional firms, bringing different requirements together in one place.
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.
We provide innovative financial and legal solutions, tailored to make the most of your own circumstances. Our expertise in accountancy, wealth planning and law means you benefit from a truly integrated service, with greater simplicity and better outcomes.
Prydis Wealth Limited is authorised and regulated by the Financial Conduct Authority, registration number 432014.
The Financial Conduct Authority does not regulate Prydis Accounts Limited, or Prydis Legal Limited.
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An Appointed Representative (AR) is a firm or person who runs regulated activities and acts as an agent for a firm we directly authorise. This firm is known as the ARs 'principal'.
There must be a written contract between the principal and the AR documenting the arrangement
The principal takes full responsibility for ensuring that the AR complies with FCA rules.
Principal firms make sufficient checks on the firm or individual to ensure they are financially stable and competent.