Strategic Pension Planning for Long-Term Wealth
At Metis Ireland, pension planning is about more than preparing for retirement. It is a cornerstone of long-term wealth strategy for high-net-worth individuals and families.
We work with you to design a bespoke pension plan that reflects your goals, values and lifestyle. Whether you are preparing for retirement, navigating a career transition, or evaluating your current position, we provide expert insight to ensure your pension is structured efficiently and aligned with your overall financial plan.
Our objective is to remove complexity and give you a clear path forward, allowing you to focus on what matters most while your long-term future is taken care of.
Building Confidence Through a Personalised Approach
Our approach to pension planning is rooted in the Metis LifePlan — a tailored, evidence-based strategy that brings your full financial picture into view.
Evaluate Your Current Pension Position
We begin by reviewing your existing arrangements to ensure they remain fit for purpose and aligned with your ambitions.Establish Your Retirement Income Needs
Using detailed cashflow analysis, we calculate the income you will need to live the life you want when you step away from work.Optimise for Tax and Flexibility
We work with you to structure your pension plan to take full advantage of available reliefs while allowing for flexibility, control and legacy planning.Integrate with Your Broader Wealth Strategy
Your pension is a key pillar of your overall financial picture. We ensure it is fully integrated with your investments, estate planning and long-term goals.Adapt and Evolve
As your circumstances change, so too will your financial plan. We provide ongoing support to keep your pension strategy aligned and responsive.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.
