Metis Wealth Ltd - Haywards Heath

Address: Brooklands Barn, Rocky Ln, Haywards Heath RH16 4RR, United Kingdom.
Phone: 3454505670.
Website: metiswealth.co.uk
Specialties: Financial consultant.
Other points of interest: Language assistance, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 56 reviews on Google My Business.
Average opinion: 4.9/5.

📌 Location of Metis Wealth Ltd

Metis Wealth Ltd Brooklands Barn, Rocky Ln, Haywards Heath RH16 4RR, United Kingdom

☎️3454505670

⏰ Open Hours of Metis Wealth Ltd

Monday: 9 am–5:30 pm
Tuesday: 9 am–5:30 pm
Wednesday: 9 am–5:30 pm
Thursday: 9 am–5:30 pm
Friday: 9 am–5:30 pm
Saturday: Closed
Sunday: Closed

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Introduction to Metis Wealth Ltd

Metis Wealth Ltd is a prominent financial consultancy firm based in the United Kingdom, dedicated to providing comprehensive wealth management and financial advisory services to a diverse clientele. Established with a focus on personalized client care, this company has built a reputation for excellence in the financial sector, serving individuals and businesses alike in their pursuit of financial growth and stability. Operating from a strategic location in Haywards Heath, Metis Wealth Ltd ensures accessibility and convenience for their clients, while also emphasizing inclusivity through various accessibility features.

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Overview of Services

Financial Consultation and Advisory

At the core of Metis Wealth Ltd's offerings is their expertise as financial consultants, providing tailored advice on investment strategies, retirement planning, tax optimization, and wealth preservation. The company specializes in helping clients navigate complex financial landscapes, ensuring that their recommendations align with individual goals and risk tolerance levels. Key specialties include financial planning, asset management, and retirement solutions, all delivered with a commitment to transparency and ethical practices. By leveraging in-depth market knowledge and up-to-date regulations, Metis Wealth Ltd empowers clients to make informed decisions that foster long-term financial health.

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Additional Services and Support

Beyond core financial services, Metis Wealth Ltd offers a range of supplementary features to enhance client experience. These include language assistance, making their advisory services accessible to a multilingual audience, and comprehensive support for clients with specific needs, such as those requiring wheelchair accessibility. The company ensures that their physical premises are fully equipped with wheelchair-accessible parking, entrances, and restrooms, promoting an inclusive environment for all visitors. Additionally, services like appointment scheduling are strongly recommended to maximize the depth and personalization of interactions, fostering a stronger client-advisor relationship.

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Location and Accessibility Information

Physical Address and Venue Details

Metis Wealth Ltd is headquartered at Brooklands Barn, located on Rocky Ln in Haywards Heath, which is part of the larger Brighton and Hove conurbation in West Sussex. This strategic location places the company within a vibrant economic hub, easily accessible by road and public transport, making it convenient for clients from surrounding areas. The address, RH16 4RR, indicates a professional and established setting in a suburban part of the UK, known for its balance of urban amenities and natural beauty. Visitors can reach the premises via standard mapping services or by contacting the provided phone number for directions.

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Accessibility Features

Dedicated to ensuring an inclusive experience, Metis Wealth Ltd has implemented several accessibility features. The venue boasts a wheelchair-accessible car park, allowing easy parking for clients with mobility challenges. The building itself features a wheelchair-accessible entrance, eliminating barriers at the point of entry. Inside, a wheelchair-accessible toilet is available, catering to diverse needs during visits. These features are complemented by the presence of standard restrooms and a welcoming, barrier-free environment, reflecting the company's commitment to serving all clients with dignity and ease. This focus on accessibility extends beyond physical aspects, encompassing language support to accommodate non-native English speakers.

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Client Testimonials and Reputation

Positive Feedback and Review Insights

With a strong online presence, Metis Wealth Ltd maintains a robust reputation, evidenced by 56 reviews on Google My Business, averaging an impressive 4.9 out of 5. These testimonials underscore the company's dedication to client satisfaction, highlighting aspects such as personalized service and long-term relationships. For instance, many clients praise the advisors for their expertise and availability, noting that recommendations are well-researched and tailored to individual circumstances. This positive feedback often emphasizes the value of consistent communication and proactive financial guidance, which has contributed to repeat business and referrals. The high rating indicates a pattern of reliability and trustworthiness among clients.

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Implications for Potential Clients

Based on the overwhelming positive sentiment from reviews, Metis Wealth Ltd stands out as a reliable choice for anyone seeking professional financial advice. Clients frequently mention the company's ability to simplify complex financial matters and provide ongoing support, making it ideal for both beginners and seasoned investors. For those prioritizing accessibility, the firm's physical accommodations ensure that everyone can engage without hindrance. To maximize benefits, it is advisable to schedule appointments in advance, allowing for thorough discussions and customized strategies. This approach not only leverages the company's strengths but also aligns with industry best practices for delivering exceptional service.

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Recommendations for Potential Clients

How to Engage with Metis Wealth Ltd

For individuals or businesses looking to enhance their financial well-being, Metis Wealth Ltd offers a straightforward path to engagement. Start by visiting their official website at http://www.metiswealth.co.uk/ to explore services, learn about the team, or request initial information. Contacting them via phone at 3454505670 allows for direct inquiries and guidance on the next steps. It is highly recommended to attend an appointment, as this facilitates a deeper dive into your financial needs and builds a personalized plan. Utilizing their language assistance can be particularly beneficial for non-English speakers, ensuring clarity in all interactions.

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Benefits and Considerations

Choosing Metis Wealth Ltd means accessing a wealth of expertise in financial consulting, with a focus on long-term partnerships. The company's strengths lie in their accessibility features, which cater to a broad audience, and their proven track record from high ratings. Potential clients should consider factors such as their specific financial goals, the need for ongoing advice, and the convenience of the Haywards Heath location. By embracing the recommendations, such as booking appointments, clients can optimize their experience and achieve greater financial security. Overall, Metis Wealth Ltd presents itself as a trustworthy ally in managing personal or corporate finances.

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👍 Reviews of Metis Wealth Ltd

Wendy F.

5/5

Simon Arthur has served as our Financial Advisor for two decades. Despite the significant expansion of his business, he continues to provide us with exceptional personal service. We hold regular progress meetings, and he is consistently available whenever we require a discussion. Mark and Wendy Fairbrass

Vanessa S.

5/5

Simon Arthur, of Metis Wealth has looked after myself and my partner for many years. He has always offered sound advice in a clear and helpful manner. He is very responsive to questions, concerns and requests for advice and is a nice person to deal with. He is prepared to help in a general sense with family matters when the situation arises. We have no hesitation in recommending Simon Arthur as a financial advisor.

Lorna

5/5

Just to say a big thankyou. Getting close to retirement I knew I had to review my situation to establish the feasibility of retiring when I want to. I have had bad experiences with advisers in the past and having worked in the industry myself and still work closely to it I have always been looking for someone I could feel comfortable with. Nathan and Metis made me feel valued and explained everything to me. Even though he knew my background he checked I still understood everything. Metis had been recommended to me by my sister and her partner. They also look after other family members and I have no hesitation of recommending Metis and Nathan

Colin S.

5/5

I have been introduced to Metis Wealth comparatively recently following serious concerns about my pension provider. Nathan Faraday of Metis undertook an exhaustive review of my pension with the provider concerned and gave me sound advice in moving my funds to a SIPP. Although my new investment plan has only been up and running for a few months, I am confident that it is now in safer hands and from an investment perspective, heading in the right direction. Having established trust and confidence in Metis, I anticipate talking to them further for assistance with my wife’s pension and inheritance tax planning.

angela A.

5/5

I feel very secure with Metis Wealth looking after my investments. It is reassuring knowing that I am in safe hands. The staff are professional, helpful and efficient. My advisor is Simon and I trust his advice We have regular meetings and he takes me through the financial reports comprehensively and clearly.
I would absolutely recommend Metis Wealth to family and friends.

Charles P.

5/5

Simon Arthur of Metis Wealth started advising me around 20 years ago when I was setting up my pension. More recently he helped me when I sold my business and invested the funds. He has excellent knowledge of the personal financial landscape, and relationships with appropriate investment firms which were specifically suited to my situation.

J F.

5/5

Joel Wormald has been our Financial Advisor for the last 4-5 years. He initially advised me on the transfer of my pension when my employer closed its Final Salary Pension Scheme......and I haven't looked back since. With Joel's advice both myself and my partner have been able to finish work significantly earlier than planned, whilst maintaining a lifestyle we are happy with. Our six monthly catchup/review sessions with Joel continue to provide us with the confidence that we made the right decision. Thank you Joel. Highly recommended.

Keith A.

5/5

I engaged with Metis Wealth in 2017 to move my company pension to a self-invested pension platform and to then manage those funds on my behalf. The remit was to make the funds grow via intelligent investments thereby creating an income and also a legacy for my wife and children but based on a low to medium risk profile. George Delaney has been my advisor throughout and with his team I have seen the portfolio value grow year on year.

I like that I can contact Metis at any time with queries or market concerns and in return I get considered, informative responses. I am confident my money - and my future - is being managed well.