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Nick

Advisor
Age
46-65
Nationality
British
Civil status
In a relationship
Kids
No
Passionate about
My family
The planet and making a difference
City, Country
Exeter, GB
Photo of Nick
I'm your right coach because
I’m a highly experienced and qualified Chartered Financial Planner. I am calm, empathetic and able to make sense of complex situations, I’ll work with you to figure out your financial priorities and a realistic plan to achieve them.
I can support you in the following:
Estate Planning (e.g. Inheritance, Legacy)
General advice, e.g. review of a personal situation
Help you make a more sustainable impact with your money (e.g. impact investing, philanthropy)
Help with retirement planning
Insurances
Specific investment advice, e.g. build/manage an existing portfolio
Tax advice
Financial knowhow required
Beginner
I can interact with you
Online
Face to face
Skills & Qualifications
Company name Prydis Wealth
Function / Role Chartered Financial Planner
Place of work Independent professional
Years of experience 5 - 10 years
Chartered Financial Planner
Regulatory (FCA) Authorized: Yes
Reference Number 432014
Contact me