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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.

Protecting Your Wealth

The most obvious of these can be illness or even death.

When formulating your Bespoke Plan your Chartered Financial Planner will guide you through the impact on you and your family or business should the unexpected occur.

Types of cover include:

  • Family Protection
  • Business Protection
  • Income Protection
  • Critical Illness
  • Mortgage Protection

Often these types of policies require the creation of the appropriate trust, and Metis Wealth will be able to assist in conjunction with your Solicitor.

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