Exeter-based financial planning and independent financial advisory firm Prydis Wealth has appointed Kath Dodson as financial planner.
Dodson will also work closely with James Priday, director, on continuing to develop direct-to-consumer investment platform proposition, Strawberry Invest.
Prior to this appointment, Dodson 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 nine 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.
Priday says: “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.”