Your goals, your journey, our guidance.
Metis Personal Wealth Advisors are Independent Financial Advisors who offer sophisticated and clear financial advice to individuals and private companies.
Expert financial advice to guide your future
Explore your options to make the most of pension relief and savings for a comfortable financial future.
Identify and grow your spare equity with the right investment strategies to reach your financial goals.
Maximising the value of your estate so that you can give more of it to your loved ones in the future.
Guidance on settlement plans, pensions and clear recommendations to get the best from your settlement.
Helping you manage both your business and personal finances while keeping your long-term goals in focus.
Why choose Metis Personal Wealth
Financial freedom starts with the right advice, and we’re here to make it simple.
Based in Nottingham, we take the time to listen, talk in plain language, and create a plan that works for you. With ongoing support and regular check-ins, we’ll help keep you on track. Whether you prefer to meet in person, chat on the phone, or connect online, we make it easy.
Plus, as part of a larger network, we offer local service backed by national expertise. Let’s build your financial future together.
What our clients say about us
I’ve always been rather cynical about financial advisers, having met a few, but I have to say that I found Gurmit and her team extremely good. Not only does she deal with the fundamentals with ease, but also looks at the broader picture to deliver a comprehensive service for financial health.
James O’Donnell – Kibworth Beauchamp, Leicestershire
Gurmit has helped me with my investments and savings for two years. She initially consolidated my investments, providing a clear long-term outlook using various planning tools. Truly independent, she gives logical, sensible advice. Organised and professional, she reviews my portfolio regularly and keeps me updated. Gurmit is easy to talk to, with a great personality and a wicked sense of humour!
George Brewis, Managing Director, DLS Plastics
We are very happy with the service and long-term relationship we’ve built with Metis Personal Wealth Advisors. From pension consolidation to full retirement planning, Gurmit and her team provide professional, friendly, and timely advice. Their support helped us confidently choose early retirement. We highly recommend them to family and friends.
John and Helen Benkins, Nottingham
Gurmit has been managing our financial affairs for 20 years since we sold our business. She has always shown a very caring approach to us and our finances, but most importantly she listens, understands what we need and explains complex matters in plain English.
Rick and Sue Francis, Lincoln
We first met Gurmit in January 2021 when setting up our Pension/Savings Portfolio. She provided friendly, practical, and professional advice in a clear, comfortable manner. After our first review a year later, we were delighted with the results and look forward to continuing our relationship. Many thanks to Gurmit and her team.
Robert & Lynne Buxton, Nottingham
Gurmit has made sure she has got to know us personally along with our priorities and what we’re hoping for in the future. Because of this, she’s able to tailor her advice, then fine tune and implement our financial plan. As a bonus, it’s always lovely to see her.