I'm your right coach/adviser 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:
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)
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
Reference Number 432014