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Nick

Adviser
Photo of Nick

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.
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 Number432014
Contact me