Partner Article

Irish Financial Planning Firm sticks to growth plan with triple promotion

Metis Ireland announces new Private Client Manager, Head of Finance, and Head of Compliance.

Leading Financial Planning Firm, Metis Ireland, has kickstarted the new year with a raft of senior promotions across the business.

The move sees Cian Callaghan take on the role of Private Client Manager, while Paddy O’Halloran moves up to become Head of Finance, and Sinéad Clinton expands her remit to become Head of Compliance.

The strategic promotions follow a hugely positive year of growth for the business - which now has more than 15 members of staff, turnover in excess of €1.5 million, and assets under management of more than €260 million.

Commenting on the promotions Metis Ireland founder and Managing Director, Carl Widger, said the trio’s many years of experience and expertise within their individual fields will ‘further enhance’ the firm’s client proposition and service delivery capabilities.

Carl Widger said: “I am absolutely delighted to announce the promotion of Cian, Paddy and Sinéad, all of whom have played a pivotal role in our continued success over the years. It is important that we recognise and reward that contribution.

“Together they share a commitment to delivering an unrivalled service to our clients, always acting with integrity and in the very best interests of everyone they work with; and individually they boast a wealth of experience within their individual areas of expertise.

“I am proud and privileged to have them working alongside me and the wider team as we work with an ever-growing number of clients who are looking to put a plan in place to reach their immediate and longer-term financial goals.”

New Private Client Manager Cian Callaghan has been with Metis Ireland since it was first established, working closely alongside Carl Widger to develop and grow the business.

A Certified Financial Planner, a qualified financial advisor and a retirement planning advisor, he moves into this role from his previous role as Head of Financial Planning.

Head of Finance Paddy O’Halloran has more than 10 years’ industry and practice experience. A Chartered Accountant, he joined Metis Ireland in 2019, bringing with him particular expertise in Financial Services, Corporate Finance, Risk Management, and Foreign Currency.

Sinéad Clinton joined the Metis Ireland team in 2016, taking a special interest in compliance from the start she attained her Professional Diploma in Compliance / LCOI in 2021.

In her new role as Head of Compliance with responsibility for Anti-Money Laundering and Counter Terrorist Financing Legislation, Sinéad will oversee compliance and ethical conduct across the company’s expanding team.

Carl Widger added: “We always want Metis Ireland to be a great place to work, and Sinéad and I will work together with those around us to ensure that the culture and performance of the team continues to attract the very best candidates.”

Established in 2014, Metis Ireland has a world-class reputation for its inspirational and innovative approach to providing financial planning advice to its clients. With offices in Limerick and Dublin it specialises in financial planning for business owners and self-made individuals.

This was posted in Bdaily's Members' News section by Isabella Storey .