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Tel: 0345 450 5670 Email: enquiries@metiswealth.co.uk

  • Chartered
    Financial Planners

    Metis Wealth is a team of Chartered Financial Planning experts based in London and West Sussex dedicated to providing fully independent financial advice to clients and professional connections.
  • Your
    bespoke plan

    By creating Your Bespoke Plan, Metis Wealth will assist in providing you with a clear indication of how your current planning will either meet, or fall short of your personal long term goals and advise you on what needs to be put in place to deal with any shortfall.
  • Investment
    advice

    Our approach to investments is exactly the same as our core belief. There is no one investment house that is the panacea and for most, the optimum solution will be a blend of differing approaches.
  • Tax
    optimisation

    Financial planning is about helping you to build a plan for the future whilst ensuring you extract the maximum from your assets, utilising the available allowances and exemptions throughout this journey. Put simply, the aim is to use the minimum amount of your own capital and achieve your goals.
  • Estate
    planning

    Estate planning is an important part of your financial planning and we can model the impact on Your Bespoke plan of gifting or creating trusts to effectively minimise the impact of Inheritance tax on one’s estate.
  • Specialist
    advice

    Specialist Advice is available from Metis Wealth for complex areas of planning requiring additional specific qualifications. All our advisers are not only Chartered Financial Planners but they also have the necessary specific qualification to deal with a number of specialist areas of planning.
  • Mortgage
    and finance
    Often one of the first major financial decisions is the purchase of a first home. Clients often look to Metis Wealth to assist with the research and implementation of the finance to assist with this and any future subsequent house purchases.
  • Protecting
    your wealth
    Whilst we encourage clients to have a long term strategy, it is often unforeseen events that can have the most significant impact on the ability to achieve your financial goals.

Who we are

Metis Wealth is a team of Chartered Financial Planning experts based in London and West Sussex dedicated to providing fully independent financial advice to clients and professional connections.

As an independent firm you can be certain that the financial advice provided is based on what is most suitable for your individual circumstances rather than other more restricted offerings available in today's marketplace.

The firm is proud to be one of a select number of organisations to have been awarded Corporate Chartered Status by the Chartered Insurance Institute.

Chartered Financial Planners

What we do

Your bespoke plan


By creating Your Bespoke Plan, Metis Wealth will assist in providing you with a clear indication of how your current planning will either meet or fall short of your personal long-term goals and advise you on what needs to be put in place to deal with any shortfall.

Investment advice


Our approach to investments is exactly the same as our core belief. There is no one investment house that is the panacea, and for most the optimum solution will be a blend of differing approaches.

Tax optimisation


Financial planning is about helping you to build a plan for the future whilst ensuring you extract the maximum from your assets, utilising the available allowances and exemptions throughout this journey.

Estate planning


Estate planning is an important part of your financial planning, and we can model the impact on Your Bespoke Plan of gifting or creating trusts to effectively minimise the impact of Inheritance Tax on one’s estate.

Specialist advice


Metis Wealth will assist in providing you with a clear indication of how your current planning will either meet or fall short of your personal long-term goals and advise you on what needs to be put in place to deal with any shortfall.

Mortgage and finance


Often one of the first major financial decisions is the purchase of a first home. Clients often look to Metis Wealth to assist with the research and implementation of the finance to assist with this and any future subsequent house purchases.

Protecting your wealth


Whilst we encourage clients to have a long-term strategy, it is often unforeseen events that can have the most significant impact on the ability to achieve your financial goals. The most obvious of these can be illness or even death.

Our clients

The Directors of Metis Wealth Wealth have spent the last twenty years providing a personalised service to a wide variety of individuals and corporates.

Our Directors have a wealth of experience advising Partners of the larger Accountancy practices and Law firms along with members of the Bar, Business owners and Entrepreneurs. A constant with such clients is their busy work and home lives means time to focus on their future plans is extremely limited. Once we demonstrate our professionalism and expertise to clients we can take away this burden with a proactive and personalised service.

Our Clients

Expert Financial Advice

Expert Financial Advice from a team of dedicated Financial Planning experts.

At Metis Wealth we help to find effective ways to manage your financial needs. We are experienced independent financial advisers working to deliver a broad range of financial planning advice to our clients in London and across the southern counties.

The firm is proud to be one of a select number of organisations to have been awarded Corporate Chartered Status by the Chartered Insurance Institute.

Expert Financial Advice

I have always enjoyed an excellent service, which is thorough, prompt, and commercially focussed on getting the best investment returns for me. I have complete confidence in the advice that they give, knowing it is bespoke to meet my needs for future investments.

QC, 39 Essex Chambers

We have found George's advice to be clear, practical and full of common sense. He is excellent at making us look to a longer horizon and plan for the future, and is always completely transparent about costs. We feel safe in his hands!

QC, Brick Court/Mediator

I have a lot of time for George. His technical knowledge is excellent and with his guidance I have been able to build a pension pot in the relatively short period of eight years that should enable me to meet the life time allowance with little further funding.

London Partner, US Law Firm

I really appreciate the personal service I receive and the fact they proactively discuss my options with me well in advance of the end of the tax year so informed choices can be made.

Partner, BLP

I have every confidence in the services of Metis Wealth. They are responsive, personable and provide prompt, pragmatic advice in an area which can be complex and where it is critical to get it right. I would have no hesitation in recommending Metis Wealth to others.

Partner, Elkington & Fife

When searching for an Independent Financial Advisor, trust was at the top of my list of criteria. With George Delaney at Metis Wealth, I have that trust. I have very quickly built up a strong working relationship with George and he is extremely good at providing all the necessary information and clearly explaining this to help me with the decision making process. I would not hesitate to recommend George and Metis Wealth to friends and colleagues, indeed I have already done so on numerous occasions. Senior Clerk at Wilberforce Chambers

I have found George Delaney from Metis Wealth a pleasure to work with. He understood my circumstances and what I was trying to achieve very quickly and came back to me with the most suitable options. His patience and ability to explain often complicated information and paperwork in a nutshell is second to none. I would commend him to anyone.

London Lawyer

I was recommended to George and his team at Metis Wealth and I would have no hesitation in doing the same for friends and colleagues. Coming from a broadcasting and production background my knowledge of the financial and investment industry is sketchy at best and George managed to explain it with clarity and focus. Almost immediately there was an atmosphere of trust, which put my mind at ease with difficult and challenging decisions and I look forward to a long and productive association.

TV Producer

I have been advised by Metis for three years, and hugely valued the time and care they have taken to shape my investment strategy, and then deliver a portfolio that meets my needs. They are professional, attentive, insightful and a pleasure to deal with.

CEO, Television production company

Since 2007 my wife and I have been fortunate to have had George Delaney as our financial adviser. He has been endlessly patient, courteous and resourceful in helping us navigate this jungle in a way that is straightforward and suits our personal preferences and needs. I recommend him highly.

QC, 20 Essex St

My family and I have benefitted from George's sound financial advice since 2006. He initially advised us on how to invest money left to us in a close relative's will. Since then, George has advised family members on a range of financial matters. Buying property and managing care costs being just two areas. We have always welcomed his support and consideration and have always been happy with the comprehensive advice given.

Retired Head Teacher

George has been my financial adviser for almost 14 years and I have always found his advice to be clear and understandable particularly as the range of products available in the market appears to be ever more complex. George and his team at Metis Wealth are responsive, thorough and well organised; their reports and correspondence are well written and comprehensive. I have no hesitation in recommending George and his team to my colleagues and friends.

Partner, City Law Firm

My wife and I have been very satisfied with the service provided by Metis Wealth. George Delaney has steered us skilfully through the tricky process of transition from a full-time practice to a financially secure semi-retirement.

QC, 5SB

I have always felt a valued Metis Wealth customer and they have treated me as an individual understanding my circumstances. Metis has always replied to my requests in a timely fashion and I have regular face-to-face meetings with them at my convenience.

IT Specialist

I am very happy with the services of Metis Wealth, which combines professionalism and rigour with a more personal service. It is important for a financial advisor to build confidence and trust with a client, and in the investment products they offer. I have this confidence and trust with George Delaney and Metis Wealth.

Retired HR Director

George Delaney has looked after my pension and other investments for many years and I had no hesitation in following him to Metis Wealth. I have always found his advice helpful, straightforward and independent.

Former City Law Firm Partner

Testimonials

Get in touch with us...

Head Office

Brooklands Barn, Rocky Lane
Haywards Heath, RH16 4RR

London Office

3 More London Riverside
London, SE1 2AQ

Contact Us

Email: enquiries@metiswealth.co.uk
Phone: 0345 450 5670

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