Are you worried how your loved ones would cope financially if you were unable to work? Are you concerned you’ll never be able to stop working because you haven’t put enough aside for retirement? Are you anxious you’re not making the most of your money and are missing out on potential opportunities as a result? Do you stick your head in the sand when it comes to your personal finances in the hope everything will come good?
If the answer to any or all of these questions is yes, you might benefit from taking financial advice.
I’m a Chartered Financial Planner with Prydis Wealth, a local firm with offices in Exeter, Liskeard and London offering a range of services to individuals and businesses. Before moving back to the West Country a couple of years ago, I worked as an Independent Financial Adviser in the City of London and have spent most of my career in the financial sector.
I’m offering a free consultation to SWBC members. In an informal meeting lasting around an hour, we’ll take a look at the main areas of your finances – ISAs, investments, pensions, savings, mortgages protection policies – and work out your financial objectives.
I’ll then put together a personalised roadmap that sets out your priorities, signposts actions you can take to strengthen your financial situation and flags up any areas of particular concern.
An important part of any financial plan is regular reviews; if you choose, we can arrange annual meetings.
Prydis Wealth is authorised and regulated by the Financial Conduct Authority. For your peace of mind, various investor protection schemes are available.