Tel: 0345 450 5670 Email:

Specialist Advice

Specialist Advice is available from Metis Wealth for complex areas of planning requiring additional specific qualifications.

Specialist Advice

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.

These include:

  • Defined Benefit Scheme (Final Salary) transfers
  • Long-Term Care planning
  • Pensions and Divorce
  • Equity Release solutions
  • Inheritance Tax Planning

Often the advice needs to involve dealing with other trusted professionals such as Accountants and Solicitors. Metis Wealth will often meet with your advisers at your request to ensure the advice given complements advice being taken elsewhere.

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