Open, Honest, Transparent.
Three words that hold a lot of weight and importance, especially when talking about your money.
In Metis Ireland we are always striving to be innovative and make everything we do is as understandable and clear as possible for our clients, that’s why in 2021 I started working on putting together one document that would hold all the information you would need to know when doing business with us, it took a while but in September 2021 we finally launched the first version of the aptly named, ‘Doing Business With Us’.
Unfortunately, terms are always going to be wordy and probably a bit boring, but we have done our very best to try to lighten the information by cutting out anything that is not necessary and streamlining what we kept in. As someone who likes to talk, it wasn’t the easiest of tasks! But I do hope we have succeeded in providing you with relevant information, as open, honest, and transparently as possible.
We are always happy to receive feedback, and provide you with any other information you might like, so please feel free to reach out with any questions you might have.
For now, please enjoy our recently updated ‘Doing Business With Us’ which you can find here.
Sinéad Clinton Caldas
Head of Compliance
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 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.