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 customer experience. We will always place the customers’ 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 customers.
Having the customer at the centre of everything we do, guides our strategic planning. We aim for long term relationships with all our customers. 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
Karl Daly FLIA
Carl Widger BA QFA
Ian Cooke QFA MBA
Private Client Manager
Cian Callaghan QFA RPA MSc
Head of Operations and Financial Planning
Niamh Breedy QFA RPA
John Hogan QFA
Trainee Financial Planner
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.
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.
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