– WHY US –
We have assembled a highly qualified and vastly experienced team to ensure that we are always offering our clients the best possible financial solutions. We continue to invest and encourage ongoing employee education and we are certain that this will help us remain ahead of the curve.
We are proud that the success of Metis Ireland is based around Honest Experienced Financial Planning. We always strive to find the most tax efficient, cost effective and diversified financial planning solutions for our clients.
We are NOT product sellers. Our financial planning service combined with our ongoing portfolio reviews creates an unrivalled client experience. We will always place the clients’ interests first.
The team at Metis Ireland will always be described as experienced, highly qualified, energetic, professional, honest and efficient.
Metis Ireland is synonymous with world class financial planning.
In Greek Mythology, Metis is the Goddess of good counsel, planning and wisdom. Metis Ireland’s vision is to be widely known and admired as the best Financial Planning Firm in Ireland.
Our business model allows us to think long term and helps us to align our interest with those of our clients.
Having the client at the centre of everything we do, guides our strategic planning. We aim for long term relationships with all our clients. We have a team based approach that uses the latest in modern technology to give our clients best in class financial planning solutions. We are committed to ongoing education and continuous professional development that far surpasses any minimum requirements.
Our service proposition constantly evolves to ensure that Metis Ireland is always perceived as honest, professional, efficient and innovative.
HONEST EXPERIENCED FINANCIAL PLANNING
– OUR TEAM –
Karl Daly QFA FLIA
Niamh Breedy QFA RPA
Carl Widger BA QFA
John Hogan QFA
Ian Cooke QFA MBA
Private Client Manager
Cian Callaghan QFA RPA MSc
Head of Operations and Financial Planning
Trainee Financial Planner
– PROUDLY SUPPORTING –
At Metis Ireland, we believe in the importance of family and community. We have chosen to support these three organisations because they reflect our core values and put family at the heart of the community
The Blue Box
Provides a safe space with trained creative arts therapists to work with children who need support at school or home to help guide them through difficult times.
Milford Care Centre
Provides hospice inpatient and at home care. It is a nursing home, with day care for both older people and those with palliative care needs. They also provide bereavement support for families.
The Blue Box
Provides financial assistance for the families of children with life limiting illnesses.
TALK TO US ABOUT YOUR METIS LIFEPLAN
Metis Ireland's unrivalled expertise in Financial Planning offers individuals their own personalised long term Financial Plan. Metis LifePlan will provide a clear financial road map to put you in the best possible position to achieve your lifestyle goals.
Please fill in your contact information to talk to one of our Financial Planners today.
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