Introducing Zeus

by | Apr 5, 2017 | AHEAD OF THE CURVE |

 

Metis Ireland’s Zeus service level is positioned to deliver the ultimate in Financial Planning for the client that expects best in class financial services and advice. As a member of “Zeus” you will receive the following:

 

  • Quarterly portfolio reviews
  • Up to four face to face meetings annually
  • Unlimited Access to the Metis Ireland online Client Portal
  • Unlimited phone and email access to the Metis Ireland team
  • Your own personalised Metis LifePlan (Updated Annually)
  • No initial charges on any of your investments
  • No Exit Penalties on any of your Investments
  • Meet the Fund Manager and Seminar invites
  • Portfolio construction tailored to your requirements

 

You will receive quarterly portfolio updates from Metis Ireland. We believe that the information flow to and from our clients is a vital aspect of our financial planning service. It is important that you know where you stand at all times and that we are aware of any important changes to your financial situation. These updates need not mean a meeting but are designed to keep our top level clients aware of where their investments stand.

 

In January 2017, we launched the Metis Ireland online Client Portal which can be accessed through our website. This will allow you to see the value of your portfolio on a daily basis, monitor your funds’ performance from year to year and track all work that Metis Ireland is carrying out on your behalf.

 

As a Zeus member, you will also receive your own personalised Metis LifePlan. This will give you a financial roadmap for you and your family with a view to achieving your lifestyle and financial goals.

 

In line with our investment philosophy that your portfolio needs to be liquid, accessible and highly flexible, while controlling costs, our Zeus clients benefit from no initial charges on any of their investments and no exit penalties if they need to access any of their funds.

 

Our philosophy is our client first and a holistic transparent service at all times. “Zeus” is the ultimate level of Financial Planning and is available from Metis Ireland.

 

Disclaimer

Metis Ireland Financial Planning Ltd t/a Metis Ireland is regulated by the Central Bank of Ireland.

All content provided in these blog posts is intended for information purposes only and should not be interpreted as financial advice. You should always engage the services of a fully qualified independent financial adviser before entering any financial contract. Metis Ireland Financial Planning Ltd t/a Metis Ireland will not be held responsible for any actions taken as a result of reading these blog posts