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

Our Advisers

Our Directors have been working together for over 10 years. The client-centric team approach at Metis Wealth is committed to provide the best possible client experience.

Simon Arthur

Simon Arthur
FPFS MCSI

Director

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Simon founded Metis Wealth, alongside George Delaney, at the beginning of 2013.

He has been advising clients in an independent capacity for over 20 years including 10 years at Cavanagh Wealth Management, which was subsequently taken over by Close Brothers in 2011. Following the acquisition the advice offering became ‘restricted’ and the decision to establish Metis Wealth was made.

During his time as a Director of Wealth Management at Cavanagh, Simon was responsible for running a team of financial planners that was focused on the Partners of Ernst & Young and the Legal community.

Simon advises a variety of individuals including Partners of Accountancy and Legal practices, Barristers and Directors. In addition to his diverse client work he has oversight responsibility for the firms operations and is a member of the Metis Wealth Investment Committee.

Simon is a Chartered Financial Planner, a Fellow of the Personal Finance Society and Chartered member of the Chartered Institute for Securities and Investments.

simon.arthur@metiswealth.co.uk
0345 450 5670
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George Delaney

George Delaney
FPFS MCSI

Director

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George founded Metis Wealth, alongside Simon Arthur, at the beginning of 2013.

He has been advising clients for over 20 years including 15 years at Cavanagh Wealth Management, which was subsequently taken over by Close Brothers in 2011. Following the acquisition the advice offering became ‘restricted’ and the decision to establish Metis Wealth was made.

During his time as a Director of Wealth Management at Cavanagh, George was responsible for running a team of financial planners and was Director of a key joint venture with a large Southern Counties solicitors practice.

George has advised a variety of individuals including Lottery winners, Partners of Law firms and Accountancy practices, Barristers and Directors. In addition to his diverse client work he has oversight responsibility for the firms operations and is a member of the Metis Wealth Investment Committee.

George is a Chartered Financial Planner, a Fellow of the Personal Finance Society and a Chartered member of the Chartered Institute for Securities and Investments.

george.delaney@metiswealth.co.uk
0345 450 5670
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Gordon Slocombe

Gordon Slocombe
FPFS MCSI

Director

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Gordon is a Chartered Financial Planner, a Fellow of the Personal Finance Society and a Chartered member of the Chartered Institute for Securities and Investments. He is a shareholding director and member of the Metis Wealth Investment Committee.

He has been advising for over 10 years and works with clients at all stages of life, providing a breadth of experience. Having worked at Cavanagh Group and Close Brothers many clients are in the legal and accountancy sectors where Gordon often leads the engagement with new Partners.

He joined Metis Wealth in 2014 and is passionate about providing clients with an Independent Advice service.

gordon.slocombe@metiswealth.co.uk
0345 450 5670
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Joel Wormald

Joel Wormald
FPFS MCSI

Director

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Joel joined Metis Wealth in April 2016 and is a shareholding director and a member of the investment committee.

Joel is a Chartered Financial Planner, a Fellow of the Personal Finance Society and a Chartered member of the Chartered Institute for Securities and Investments. He has been advising clients for over 15 with his career starting at Cavanagh Wealth Management, which was subsequently taken over by Close Brothers in 2011.

Joel has advised a variety of individuals over the years but specialises with Partners of Law firms and Accountancy practices, Barristers and Business Owners. Areas of expertise include retirement planning, tax planning, creating bespoke portfolios and utilising cash flow modelling to help clients illustrate their current and future position.

joel.wormald@metiswealth.co.uk
0345 450 5670
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Graham Weller

Graham Weller
DipPFS, Cert CII (MP & ER)

Financial Consultant

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Graham has been advising clients for over 20 years. He commenced advising clients at an independent advice practice on the Surrey/Hampshire border in 1996 where he became Sales Director prior to joining Cavanagh Wealth Management in 2001.

Whilst at Cavanagh Graham advised a variety of individuals including Partners of Law firms and Accountancy practices, Barristers and Directors. Cavanagh were subsequently acquired by Close Brothers in 2011.

He remained at Close Brothers until the summer of 2016. Graham subsequently joined Metis Wealth in November 2016, re-joining colleagues he had worked with for over 15 years whilst at Cavanagh/Close Brothers. Graham continues to enjoy a strong relationship with his clients, some of which have been clients of Graham’s since he commenced providing financial advice in the 90’s.

Graham continues to provide advice to high net worth individuals across all sectors including partners at law and accountancy practices. One of Graham’s roles at Metis is to develop local professional connections within the Mid Sussex area.

Graham has lived locally in Cuckfield for over 25 years. Being a keen sportsman Graham has passed on his experience by coaching local cricket and football youth teams at Ansty CC and Cuckfield Cosmos respectively.

graham.weller@metiswealth.co.uk
0345 450 5670
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Michael Smits

Michael Smits
FPFS MCSI

Chartered Financial Planner

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Michael entered the financial services industry in 2002 and performed a range of financial planning roles at Cavanagh and Close Brothers before joining Metis Wealth in February 2014.

Michael provides personalised financial planning advice, building valued, long-term relationships with individuals, business owners and trustees. He believes that a high level of financial planning knowledge is key to him being able to provide his clients with the best possible levels of service.

Michael is a keen proponent of Lifetime Cash Flow Modelling and uses cutting edge software with many of his clients when creating their long-term financial plans.

Michael is a Fellow of the Personal Finance Society as well as a member of the Chartered Institute for Securities and Investments. Michael also sits on the Metis Wealth Investment Committee.

Outside of work Michael is married and kept on his toes by his young daughter. He plays a variety of sports in his spare time and his passion for sport has also led to a fundraising role for a local sports club.

michael.smits@metiswealth.co.uk
0345 450 5670
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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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