Leading financial planning firm Metis Ireland has responded to growing demand from clients with the appointment of new Financial Planning Executive Kate Walley, as well as the expansion of its Dublin headquarters which has seen its office space triple in size.
A University College Dublin graduate with a Diploma in Financial Planning focused on Wealth Management and Advisory Services, Kate joins from Australia-based Hamilton Wealth Partners and boasts more than 6 years’ experience working across a number of wealth management roles.
Kate, who is a Certified Financial Planner, joins hot on the heels of several significant growth announcements for Metis Ireland, with the firm also appointing Dublin football legend Dean Rock as a Client Services Executive in the Financial Planning team earlier this year.
Speaking of Kate’s appointment, Carl Widger, Metis Ireland Managing Director, said she would ‘further enhance’ the company’s ‘dedicated, innovative and ambitious team’.
He said: “Kate joins us following a very busy period for the firm and we’re delighted to have her onboard.
“Like the rest of the team, she is fully committed to our core values of acting with integrity and in the very best interests of our clients, and she is already working with individuals and business owners alike to help them understand their unique financial circumstances and what they need to do now, and in the long term, to meet their goals.”
After a year of lockdowns and financial uncertainties, Carl added that many clients are particularly engaged with the firm’s Metis LifePlan.
He added: “Business owners are really seeing the benefits of engaging with the Metis LifePlan, which gives them and their families a roadmap for financial independence, whilst allowing them to focus on running their business.
“In many cases, the difficulties caused as a result of the pandemic have encouraged people to take a step back and to assess what really matters most to them. We’re pleased to be in a position to help them put in place strong foundations to ensure they’re well equipped for whatever the future might hold.”
Established in 2014 and with offices in Dublin, Limerick and Clonmel, Metis Ireland has a world-class reputation for its inspirational and innovative approach to providing financial planning advice to its clients.
Metis Ireland Financial Planning Ltd t/a Metis Ireland is regulated by the Central Bank of Ireland.
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