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 one of a very small number of independent financial planning firms to hold an established and valued connection with partners at EY. 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 we work directly with EY compliance on your behalf, to agree a core list of funds in which it is safe for you to invest. This whitelist is then used to build a compliant investment portfolio which you can record on GMS with a single line entry.

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.