Prydis Wealth, the Exeter-based chartered financial planners, independent financial advisers and discretionary investment managers, today announced the appointment of Kath Dodson as Financial Planner. Kath will also work closely with James Priday, director, on continuing to develop direct-to-consumer investment platform proposition, Strawberry Invest.
Prior to this appointment, Kath spent one and a half years as Manager of Advisory Service at Cavendish Online. During this time she set up and managed the advised arm of Cavendish Online, and ran the compliance and financial advisory side.
Dodson has almost 9 years’ experience in the financial services industry and high-net worth retail banking, managing both clients and internal operations. Previously, she held the position of Financial Adviser at Lloyds Bank for almost four years.
Commenting on Kath’s appointment, James Priday, Director at Prydis Wealth, said:
“Kath joins us with a great deal of experience in high-net worth retail banking and from her work on the compliance and financial advisory side in previous roles. Kath joins Prydis Wealth as a financial planner and will also work on furthering the Strawberry Invest platform. We are looking forward to expanding our team with Kath’s experience and expertise.”
Kath lives in Exeter, where Prydis Wealth, and Strawberry Invest, is based. In 2010, she achieved the status of ifs Level 4 Diploma for Financial Advisers (DipFA), and is currently working towards ifs Level 6 Diploma in Financial Advice (Adv DipFA) which she expects to complete in 2015. Her role is effective immediately.