About
I'm a highly experienced and qualified Chartered Financial Planner, based in Exeter. I speak English.
I am calm, empathetic, and able to make sense of complex situations. I’ll work with you to figure out your financial priorities and help you to build a realistic plan to achieve them.
I am calm, empathetic, and able to make sense of complex situations. I’ll work with you to figure out your financial priorities and help you to build a realistic plan to achieve them.
| 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 |
I can support you in the following
Tax planning
Specific investment advice, e.g. build/manage an existing portfolio
Insurance
Help you make a more sustainable impact with your money (e.g. impact investing, philanthropy)
Help with retirement planning
General advice, e.g. review of a personal situation
Estate Planning (e.g. Inheritance, Legacy)
Skills & Qualifications
| Firm | Prydis Wealth |
|---|---|
| Function | Chartered Financial Planner |
| Place of work | Independent professional |
| Experience | 5 - 10 years |
| Qualifications |
Chartered Financial Planner
|
| Regulatory (FCA) Authorized: | Yes |
| Reference Number | 432014 |