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.
- 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.