Whole-of-market independent advice on retirement planning, investments and pensions — serving individuals, families and businesses across Suffolk and East Anglia since 1999.
Or call us today: 01284 700619
"Lucinda is an amazing mortgage advisor. She is still helping by keeping in contact with us and our solicitor to ensure a smooth process. Highly recommend." — Amber Weller, Bury St Edmunds · September 2025 · via Google
How we can help
We take the time to understand your circumstances and objectives — then search the whole market to find the right solution for you.
Whether you're 10 years away or approaching retirement now, we'll help you build a clear, confident plan — maximising your pension, minimising your tax, and ensuring your income lasts.
Explore retirement planningFrom ISAs and investment portfolios to savings strategies, we'll help you put your money to work in line with your goals, your timeline, and your attitude to risk.
Explore investment planningLife, income, and critical illness cover that ensures your loved ones are financially protected — whatever happens. We search the whole market so you get the right cover at the right price.
Explore financial protectionFrom director's pensions and shareholder protection to business succession and employee benefits, we provide strategic financial planning for business owners and company directors.
Explore business planningThoughtful estate and inheritance tax planning to help ensure more of your wealth passes to the people you care about. We work in conjunction with solicitors and accountants where needed.
Explore estate planningWhole-of-market mortgage advice for residential purchases, remortgages, and buy-to-let — including specialist advice on equity release for those who qualify.
Explore mortgage adviceApproaching retirement itself? We help you convert pensions into income — comparing drawdown, annuities and hybrid approaches to find what works best for your circumstances.
Explore at-retirement adviceAs Equity Release Council members, we give you the whole-of-market picture on lifetime mortgages — only recommending equity release where it's clearly the right answer.
Explore equity releaseCare fees have risen sharply. We help clients across Suffolk understand what care may cost, what the state will and won't fund, and how to plan for it without giving up more than needed.
Explore long term care planningWhy Metritá
As independent financial advisers, we are not tied to any bank, insurance company, or product provider. We search the whole of market — every time — to find the solution that is right for you, not right for us.
Our team of qualified advisers brings together decades of experience from banking, wealth management, and independent practice. We work with individuals, families, and businesses across Suffolk, East Anglia, and beyond.
Our advisers
Qualified advisers with experience across banking, wealth management, and independent practice. We're based in Bury St Edmunds and serve clients throughout Suffolk and East Anglia.
All our services
Client reviews
"I would highly recommend Metritá Wealth Management. Lucinda advised on my mortgage and insurances and I couldn't of asked for a better service. She went above and beyond on every aspect, all in a very personable manner."
"Lucinda has been amazing helping us with our mortgage. Her communication has been clear and precise, and she has gone above and beyond in seeing us through the entire process. There is no other financial advice team we will use moving forward."
"Lucinda has now helped us recently with three mortgages, and each time she has been absolutely fantastic. She is knowledgeable, professional, and always goes the extra mile. We wouldn't hesitate to recommend her and Metrita Wealth Management to anyone."
Book a free, no-obligation initial consultation with one of our qualified advisers. We'll listen, understand your goals, and explain how we can help — with no pressure and no jargon.