Geoff Morrey-Jones
Prydis Wealth Limited
Minimum savings/pensions: Over £50,000
Minimum mortgage: Over £100,000
0330 038 8941
Based in Exeter
View locationChecks carried out by VouchedFor
FCA status: Certified by Firm
Geoff is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Geoff's status
Last checked: 26 May 2025
Geoff is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Geoff's status
Recent Client Reviews
Geoff has not received any client reviews in the past 12 months
Geoff has not received any reviews in the last 12 months
Geoff has not received any client reviews in the past 12 months
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 07 February 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
1
Qualifications Uploaded
Geoff has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Geoff has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Geoff has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Geoff has provided information on their typical fees
Geoff has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Checks carried out by VouchedFor
FCA status: Certified by Firm
Geoff is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Geoff's status
Last checked: 26 May 2025
Geoff is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Geoff's status
Recent Client Reviews
Geoff has not received any client reviews in the past 12 months
Geoff has not received any reviews in the last 12 months
Geoff has not received any client reviews in the past 12 months
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 07 February 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
1
Qualifications Uploaded
Geoff has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Geoff has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Geoff has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Geoff has provided information on their typical fees
Geoff has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
I have been a financial adviser for over 25 years, which has included working in banking and for the last 16 years as an independent financial adviser. I am fortunate to work for Prydis Wealth, part of the Prydis Group of companies, which offers accountancy, legal and wealth planning advice all under one roof. My areas of interest are investments and pensions, pre and post retirement, and mortgage advice including Equity Release. I have achieved Diploma status from the Chartered Insurance Institute, and I am a member of the Equity Release Council. My clients range from young professionals starting out on their financial journey to business owners seeking personal and business financial planning, to older clients looking to release, spend or protect their wealth. I relish the ability to explore and listen to my client’s needs and with the knowledge that I have built up over the years, guide them along their financial path. Now that our children have left home, I spend time gardening, enjoying the beauty that the South West has to offer and traveling further afield. I take part in skittles tournaments at the Royal British Legion, and I am a personal trustee for a multi-million pound medical negligence award.
Offers available through VouchedFor
Contact Geoff through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Geoff's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
Savings
Clients' level of financial expertise
No reviews matching your filter selections.
VouchedFor Disclaimer
Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.
Adviser Disclaimer
Prydis Wealth Limited Registered in England No. 04319996 Registered office – Senate Court, Southernhay Gardens, Exeter, Devon EX1 1NT VAT No. 974841283 Past performance is not a guide to future returns and the value of investments can fall as well as rise. You may get back less than you originally invested. Your home is at risk if you do not keep up repayments on a mortgage or other loan secured on it.