It’s time to shine the Metis Ireland spotlight on a new member of the team, this time we are heading to Dublin to speak to Simon Ross, Financial Planning Executive.
After graduating from the Dublin Institute of Technology in 2010 with a Bachelor’s degree in Engineering, Simon made the pivot into financial services. Since then, he’s achieved a frankly intimidating amount of letters to put after his name and is currently working towards three more – CFP. Simon brings a breadth of experience across group pensions, investments and, of course, financial planning. So let’s hear what he has to say…
Describe in three words the kind of work you do every day?
That’s a tough one. One word jumped out to me immediately – and that’s value! Clients tell us what they want, we work to model the scenario for them and then we set out a plan how best to achieve it, Who wouldn’t want that?
What’s been your proudest moment at Metis Ireland so far?
It’s early days yet, but I like how things are done. The company always acts with integrity, honesty, and clarity and I am proud to be here and represent Metis Ireland. Ask me again in six months and I will most certainly have a few more examples I’m sure!
We can’t wait to hear more of these moments in the future! Tell us the quote or phrase that goes through life with you.
“How do you eat an elephant? A small bit at a time.”
Basically, if exams, workload or life becomes overwhelming, one can work through it gradually.
That’s a great one to remember. And what’s in your own Metis LifePlan?
Great question… Renovating my house is high on the agenda at the moment.
Good luck with that project! Where is the most interesting place you’ve been?
To date… The garden route in South Africa. Simply put, an awesome adventure. I would highly recommend it to anyone.
Who is your hero and why?
Heroes typically don’t know they are heroes. So, I will keep my cards close to my chest on this one.
But is it too late to say Dean Rock…
If you could give your younger self one piece of advice what would it be?
This is very easy as I spoke with a good friend about this recently. Make sure your money is working for YOU! By that I mean, spend it on something that is enriching your life or INVEST IT. Don’t waste it on the trivial things of which we are all guilty of doing from time to time.
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