Simon Ross BEng QFA CFP® RPA SIA FPRA
Financial Planning Manager
Simon graduated in 2010 with a Bachelor’s in Engineering but has spent the last 10 years in financial services. Before joining Metis Ireland in 2022, he spent a number of years working as a Financial Advisor. Simon brings a wealth of expertise in group pensions, investments, and portfolio optimisation. Recently promoted to Financial Planning Manager Simon holds several qualifications, including CFP®, QFA, RPA, SIA, and FPRA.
Responsibilities
As Financial Planning Manager, Simon is responsible for devising optimised life plans for our clients which are built upon strategic investment portfolios, pension portfolios, savings, cash optimisation, and legacy and inheritance planning.
Outside Work
Simon enjoys keeping up with current affairs and what is happening in the marketplace.
Outside of the world of finance, Simon enjoys spending time with family and friends, playing football both socially and previously with the over 35s AFL football league, and catching a game of rugby.
What’s so great about Metis Ireland?
Simon is driven by the client-centric model of Metis Ireland. He is determined to help clients achieve a clearer view of their finances. He described it very well in saying, “Whether I am building financial models, giving clients financial advice, or just being a familiar voice at the end of a phone, it feels good to know I’m helping them get the most out of life”.
Request a Callback
Talk to us today about creating a plan that fits your life.
We’re here to help you move forward with clarity and confidence.