We are going paperless to add value for our clients
What is a Key Information Document (KID)?
If you’ve ever worked with a financial planner or advisor, chances are you’ve been shown or sent a document titled … Continued
Future You is Returning in September 2023
Following the runaway success of Future You 2022, Metis Ireland are proud to be bringing this unique planning event back … Continued
How are your assets protected by the companies we work with?
In Part One of this series on the security of your funds, we discussed the answer to the question How … Continued
How safe are my investments and pensions with Metis Ireland? • Part 1
Many of you may have watched the four-part documentary on Netflix about Bernie Madoff. If you haven’t and you want … Continued
Bernie Madoff and how to identify a Ponzi scheme
I sat down to watch to some good quality wholesome family content with my wife recently. Unfortunately for her, as … Continued
Is Early Retirement all it’s cracked up to be?
I was having a coffee recently with a prospective client and told him a story of an existing client of … Continued
ESG Investing Explained
Within the Financial Services industry, ESG (Environmental, Social and Governance) has been a hot topic of discussion over the last … Continued
How “Lifestyle Creep” can derail your financial goals
First of all, who coined this truly awful phrase? I mean, “Lifestyle Creep”. Why not just call it “hey you … Continued