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.
| Alter |
46-65
|
|---|---|
| Nationalität |
British
|
| Zivilstand |
In einer Beziehung
|
| Kinder |
Nein
|
| Passion für |
My family
The planet and making a difference
|
| Stadt, Land | Exeter, GB |
Ich kann dich unterstützen bei
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)
Fähigkeiten & Qualifikationen
| Firma | Prydis Wealth |
|---|---|
| Rolle | Chartered Financial Planner |
| Arbeitsort | Unabhängige Expertin |
| Erfahrung | 5 - 10 Jahre |
| Qualifikation |
Chartered Financial Planner
|
| Autorisiert von der Aufsichtsbehörde: | Ja |
| Referenznummer | 432014 |