Mark Welsh
Financial Planner @Prydis
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WORK HISTORY
Financial Planner @Prydis
Clyst House, GB
Prydis offers a fully integrated professional services package for businesses and individuals, combining expertise in accounting, tax, wealth management, and pensions under one roof.The Prydis Group comprises- Prydis Accounts – Chartered Accountants, Chartered Tax Advisers, and Registered Auditors- Prydis Wealth – Chartered Financial Planners and Discretionary Investment ManagersWe are regulated by both the Institute of Chartered Accountants in England and Wales (ICAEW) and the Financial Conduct Authority (FCA).Our multidisciplinary structure allows us to deliver joined-up advice, efficiently and holistically. By bringing the right specialists together around one table, we help our clients make informed decisions and achieve both personal and business goals—without the need to speak to multiple advisers.With offices in London, Exeter, Liskeard, and Edinburgh, we support a diverse client base across the UK.
EDUCATION
Lavington School, Market Lavington, Wiltshire
GCSEs (8)
Devizes School Sixth Form, Wiltshire
A Levels (4) - English Literature, Art & Design, European History & General Studies
Wiltshire College, Trowbridge & Chippenham, Wiltshire
A Levels (2) GCSEs (2), Govt & Politics, Economic History, Law & French
University of Plymouth
B.Sc (Hons) Tourism Management (Seale-Hayne Faculty)
SKILLS
ABOUT MARK WELSH
I provide clear, personalised financial advice to help people take control of their finances — from navigating complex decisions to planning for the future with confidence.As a, I support business owners and individuals by creating financial strategies that reflect both their personal ambitions and professional priorities. My focus is always on what works for you — practical, long-term planning that gives you clarity and peace of mind. My areas of advice include: • Retirement planning, including SIPP and SSAS pensions • Investment strategy, tailored to your goals and risk profile • Tax planning, to ensure your finances are working as efficiently as possible • Protection planning, to safeguard what matters mostWhat I enjoy most about my role is getting to know each client’s unique circumstances, and building a plan that fits into the bigger picture of their life and business — not just the numbers. At Prydis, I work as part of a multidisciplinary team across wealth management, accountancy, business advisory, tax, and audit. That means we can offer a joined-up service and advice that’s comprehensive, coordinated, and aligned to your long-term goals. If you\'re looking for honest, expert advice that puts your needs first, I’d be happy to start a conversation.
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