EY Partners

If you’re an EY Partner, we know you can face a number of complexities with your financial investments and the independence rules of your firm. We are here to help make things simple.

Specialist services for EY partners

We are the only independent financial planning firm to hold an established and valued connection with partners of Ernst & Young. We have been the trusted advisers of many partners and have years of experience in helping people achieve their financial objectives.

Our expertise means we have a deep knowledge of the complexities associated with your financial investments, particularly concerning internal compliance rules. We have extensive experience in running portfolios within these restrictions, and regularly liaise with internal units to ensure all requirements are adhered to.

Whatever your goals for the future, we can help make sure nothing gets in the way of achieving them. We’re here to remove the burden and set you on the right path forward.

Experience

We’re highly experienced in working to the unique requirements of EY partners, with some of our advisers having supported clients for many years.

Compliance

Our knowledge of EY's internal systems and our relationship with the compliance unit allows us to work effectively within all of the firm's regulations.

Simplicity

As a boutique independent firm, we can act in a much more nimble and proactive manner. With a Metis Wealth portfolio, there’s less red tape and more results.

What our clients say

Alice Chapman & Rob Booth
Alice Chapman & Rob Booth
In retirement
Alan & Judith Davis
Alan & Judith Davis
Nearing retirement
Partner, EY
Partner, EY
EY Partners
Former Management Consultancy Partner
Former Management Consultancy Partner
In retirement
Senior Clerk at Wilberforce Chambers
Senior Clerk at Wilberforce Chambers
Wealth builders
Partner, Eversheds
Partner, Eversheds
Partners of other professional service firms

99

%

of clients believe working with us has helped them achieve their financial goals

93

%

of clients felt reassured about their investments throughout the Covid-19 pandemic

97

%

of clients we’ve worked with would recommend us to friends, family or work associates

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