Financial planning firm Metis Ireland has further expanded its team with three new hires, including a new Private Client Manager, a Client Services Associate, and a Client Services Executive.
The latest round of appointments comes in response to growing demand from both new and existing clients, and follows an impressive period of growth for the business which now has more than €240 million in assets under management.
Bolstering the firm’s existing customer service-led offering and working alongside Metis Ireland’s national network of top-quality financial advisors, Susan Walsh, Eoin O’Brien and Kasia Preising join as Private Client Manager, Client Services Associate and Client Services Executive, respectively.
With offices in Dublin and Limerick, the latest expansion announcement follows a string of new hires for the business this year, including Dublin footballer Dean Rock who joined as a Client Services Associate, and Financial Planning Executive Kate Walley.
It also follows news that the firm has tripled the size of its Dublin office to accommodate their high aspirations for growth in the Capital.
Commenting on the latest recruits Metis Ireland founder and Managing Director, Carl Widger, said the expansion of the team reflected the firm’s ‘ongoing commitment’ to providing an unrivalled service, centred around its core values of ‘acting with integrity and in the very best interests of clients’.
He added that the move would bolster the team’s national reach and allow the business to accommodate growing demand from individuals and business owners looking for wealth management and financial planning advice both in the immediate and longer-term future.
An experienced Financial Advisor with more than 15 years’ experience, Susan Walsh joins the company’s Limerick office in the role of Private Client Manager, bringing with her a myriad of qualifications and a wealth of knowledge as a Specialist Investment Advisor.
Her role will see her guide clients through their financial journeys, helping them to achieve their financial goals no matter how big or small.
Also based in Limerick and providing support to clients across the country, Eoin O’Brien – a University of Limerick graduate and a keen sports player – joins the team as a Client Services Associate, while Kasia Preising – a qualified financial advisor who specialises in data analysis in finance – joins as a Client Services Executive.
Carl Widger said: “We are delighted to have three incredibly talented and knowledgeable individuals joining our team, with each of them bringing a wealth of demonstrated experience to the table.
“It has been a particularly busy year for the Metis Ireland team, with recent events prompting many of our clients to review their financial status and their plans for the future.
“The arrival of Susan, Eoin and Kasia is indicative of our commitment to supporting those new and existing clients, and of our focus on building a national network of dedicated, innovative and ambitious team members who act with the upmost integrity in all that they do.”
After a year of lockdowns and financial uncertainties, Carl added that many clients are particularly engaged with the firm’s Metis LifePlan.
“Business owners in particular 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,” he added.
“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 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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