Metis Wealth Ltd - Haywards Heath

Wendy F.

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

angela A.

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.

Vanessa S.

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

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.

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.

Charles P.

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.

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.

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.