Prydis Wealth Ltd

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.

Prydis
Nick Ashwell

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.

finance

Prydis

WPA Healthcare Practice PLC

WPA  is one of the UK´s most respected health insurers offering excellent value and quality of service that´s second to none. When it comes to your health you want the best, and that’s exactly what you get from WPA.

We provide our customers the freedom to choose who treats them, and where, as we believe this is a clinical decision for you and not a commercial one.

The Healthcare Practice is a wholly owned subsidiary of WPA, authorised and regulated by the Financial Conduct Authority. We only advise on WPA’s products and services, which provide access to the sort of healthcare that I want for myself and my family.

The Healthcare Practice holds itself to the highest professional standards. They are full members of the British Franchise Association, adhering to its Code of Ethics.

As a Healthcare Partner I focus on the service I provide to my clients. I am trained first and foremost to listen and ask questions, so I truly understand the needs of my clients.

To give the best advice. To never rush. To always act in my client’s best interest. WPA offer groundbreaking personal and business health insurance policies that have truly revolutionised healthcare in the UK.

WPA Healthcare Practice Plc are a wholly owned subsidiary of WPA who are one of the UK’s leading healthcare insurers with a not-for-profit heritage of over 110 years. As a Provident Association WPA are passionate in providing exemplary levels of service for our customers – not short-term shareholder gains. We have over 80 local offices across the UK providing a service with a personal touch. We give our customers the freedom to choose. WPA are certified by BSI to the international standard ISO 9001:2015.

Dave Stickland WPA Healthcare
Dave Stickland MBA Cert CII Healthcare Partner

Exeter