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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.

Investment Advice

Often this could be a mixture of strategic asset allocation and discretionary fund management, appreciating that each individual circumstance is different. Being independent financial advisers means that we have no bias towards one investment solution.

Strategic Asset Allocation Service

The Metis Wealth investment committee meet on a quarterly basis to discuss the underlying investment strategies and ways in which we believe we can add value for our clients.

We will take you through a detailed risk analysis and build a bespoke portfolio to help match your tolerance for risk and capacity for loss. This can incorporate both active and passive fund management based on your personal requirements.

As part of our ongoing service we continue to monitor our clients' existing arrangements to ensure that they remain appropriate and are performing as expected. If we believe that there are more suitable options available to you in the current market we will look to bring these to your attention during our review process.

Being independent financial advisers means that we have no bias towards one investment solution.

Discretionary Fund Management

Where appropriate, our connections within the industry enable us to introduce you to a number of Discretionary Investment Managers.

All firms recommended by Metis Wealth have been through our robust due diligence process, and our pricing power provides keenly negotiated charges for Metis Wealth clients.

Metis Wealth will continue to monitor the chosen manager to ensure they are executing the mandate set, and that returns are commensurate with the mandate and stand up to a comparison of their peers. We will recommend changes where necessary.

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

Phone: 0345 450 5670