– OUR TEAM –

Karl Daly QFA FLIA
Director

Karl Daly

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Carl Widger BA QFA
Director

Carl

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Ian Cooke QFA MBA
Private Client Manager

Ian

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Cian Callaghan CFP® RPA QFA
Head Ops and Financial Planning

Cian

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Niamh Breedy QFA RPA
Financial Planner

Niamh

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John Hogan QFA
Financial Adviser

John

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Sinéad Clinton
Office Manager

Sinead

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Daniel Nagle
Trainee Financial Planner

Daniel

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HONEST EXPERIENCED FINANCIAL PLANNING

– 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.

 VISION 

Metis Ireland’s vision is to be the best Financial Planning firm in Ireland.

In Greek Mythology, Metis is the Goddess of good counsel, planning and wisdom and we align ourselves with these qualities.

Placing the customer at the centre of everything we do, guides our strategic planning. We forge long-term relationships with our customers by constantly adhering to our core values.

MISSION

Our clients will be in the best possible position to achieve their lifestyle goals.

Our clients will have a clear financial road map.

Our clients will always be served by a highly qualified team of honest and energetic professionals.

We will always act with integrity.

Metis Ireland will always be synonymous with world class financial planning.

– PROUDLY SUPPORTING –

At Metis Ireland, we believe in the importance of family and community. The three organisations which we have chosen to support reflect our core values, putting the family at the heart of community.

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.

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.

Provides financial assistance for the families of children with life limiting illnesses.

TALK TO US ABOUT PRIVATE WEALTH MANAGEMENT

 

Metis Irelands unrivalled expertise in Wealth Management offers High Net Worth individuals their own personalised long term financial plan and access to our top Service Level “Zeus”. Please fill in your contact information to talk to one of our Financial Planners today.



 

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