Metis Wealth
Metis Wealth is a team of Financial Planners based in London and West Sussex, providing independent advice for clients. Established in 2013, the firm focuses on helping individuals with their financial planning.
- Tax and inheritance planning
- Investment and savings advice
- Independent financial planning
- Pension and retirement planning
- Life cover and family protection
- Mortgages and later life lending
Locations
Digital Popularity
Social Media
LinkedIn117 Followers
Competitors
RiverPeak Wealth is a boutique financial advisory firm founded in 2013, specialising in bespoke, impartial financial advice.
Foundation Financial Planning is an independent financial advisory firm that offers a wide range of services including investment, taxation, and estate planning.
Orion Financial Management Ltd is a financial advisory firm that focuses on building and maintaining long-term trusted relationships with clients.
Company Details
Metis Wealth is operated by Metis Wealth Ltd and is a Active company incorporated on 27 November 2012 with the registered office located in Haywards Heath, West Sussex. Metis Wealth Ltd was registered 12 years ago.
Status
Active
Size
Small
Directors
8
Age
12 years old
Employees
19
Turnover
£4.01M
Total Assets
£2.65M
Cash in Bank
£859.09K
Total Liabilities
-£330.87K
Teams
8
7
2
1
Paraplanning Manager • Joined Jul 2015
Client Support Manager • Joined Jan 2017
Financial Services Administrator • Joined Jul 2024
Financial Planning Consultant • Joined Nov 2016
Paraplanner
Chartered Financial Planner • Joined Feb 2014
Paraplanner+ • Joined Aug 2016
Chartered Financial Planner • Joined Apr 2015
Paraplanning Manager • Joined Jul 2015
Financial Services Administrator • Joined Jul 2024
Financial Planning Consultant • Joined Nov 2016
Paraplanner
Chartered Financial Planner • Joined Feb 2014
Financial Planner • Joined May 2023
Chartered Financial Planner • Joined Apr 2015
Paraplanning Manager • Joined Jul 2015
Client Support Manager • Joined Jan 2017
Paraplanner+ • Joined Aug 2016