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

Our Approach

At the core of our approach is a desire to treat every individual as unique and tailor our service to meet their specific wants and needs.

Our Approach

Our solutions will be constructed with consideration to the whole of the market and without bias.

We believe that by focussing on the individual and integrating the best the market has to offer we can help our clients to achieve their objectives.

Any potential client will experience a number of stages in the journey to becoming a Metis Wealth client. These stages can be summarised as follows:

  • Initial consultation with a Financial Planner encompassing detailed discussion around their plans and aspirations for both now and in the future.
  • A detailed analysis of current circumstances and whether the planning that has been implemented to date will achieve their set goals. This will include an analysis of the investments currently held and their charges, performance and how they compare to your own risk profile.
  • Having presented our findings we would gain agreement to proceed to making a full recommendation in writing. This will provide a full rationale for the advice being given and the impact of this financial advice on their set goals, and will be implemented on your behalf.
  • Once in progress the Metis Wealth team will continue to monitor the implementation.
  • Clients will meet with their Financial Planner on an ongoing basis to review the investments and ensure the advice remains relevant to current circumstances and future plans.

As we work on a fee basis our fee would be discussed during the no-obligation initial meeting outlined above. This meeting is at our cost.

One size does not fit all


Having experienced numerous industry changes over the last three decades the founders of Metis Wealth felt that large parts of the financial service industry were returning to a more restricted one-size-fits-all approach.

Having seen the benefits of truly independent advice with clients, Metis Wealth was formed with the simple remit of ensuring this principle was at the forefront of any advice given.

Every client relationship starts with a deep understanding of your current circumstances and future aspirations. There are many ways that we can help you understand what needs to happen in order to achieve your life goals. Advances in technology mean that we are now able to graphically illustrate your financial planning and model numerous ‘what if’ scenarios to help in your decision-making process, should you so wish.

Good financial planning is about helping you get the maximum from your assets whilst considering the rules and tax allowances to enhance your position. In simple terms, the more money we can keep in your pocket, the easier it will be to achieve your personal goals.

We are committed to the highest standards of advice and we are proud of our Chartered Firms Status. You can therefore be confident that we have the experience to handle every scenario in-house.

Having experienced numerous industry changes over the last three decades the founders of Metis Wealth felt that large parts of the financial service industry were returning to a more restricted one-size-fits-all approach.

Investment Approach


Many Banks and Investment Groups have been steadily increasing their adviser base with a view to generating funds under management for their own organisation.

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 approaches. Long term this could be a mixture of strategic asset allocation and discretionary fund management with consideration to the fact that each individual circumstance is different.

A true understanding of your attitudes, approach and personality only comes with long-term relationships, and any financial plan will need to be constantly monitored and updated to keep pace with the changing financial landscape.

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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