What we believe
Good financial planning starts with understanding, not products. Before we recommend anything, we take the time to understand where you are, where you want to get to, and what you're actually worried about. Everything else follows from that.
We're independent because that's the only way to give advice that puts the client first. We're whole-of-market because good products come from many places, not just one panel. We're transparent about fees because trust starts with knowing exactly what things cost. And we're local — most of our clients are within an hour's drive of our office in Bury St Edmunds — because financial advice is better face to face, over time.
The team
Andrew Ross
Independent Financial Adviser
DipCII · DipFSM · CertCII(MP&ER)
Andrew has over 25 years' experience in financial planning, advising individuals, families and business owners across Suffolk and East Anglia. His areas of focus include retirement planning, at-retirement advice, investment planning, mortgages and later-life planning including equity release.
Andrew is a member of the Equity Release Council and leads the client-facing team at Metritá.
Lee Johnson
Independent Financial Adviser
DipPFS · BA Hons
Lee graduated from University with a degree in Business Management, after which he started his career in financial services. He initially joined the Co-operative Insurance Society as a Trainee Financial Adviser, before spending 14 years working in Financial Planning and Wealth Management at HSBC.
Lee's time in the industry means that he has considerable experience in advising clients on achieving their financial goals. Specifically, his experience has entailed working with individuals, families, and businesses that are keen to understand what to do for the best in accumulating and preserving their wealth.
It has always been an ambition of Lee's to practice as an Independent Financial Adviser. He relishes the opportunity to offer professional advice, with an unbiased view of the solutions available to meet his clients' needs. He is a champion of building long term relationships and is committed to doing so, whilst developing long term financial plans to meet clients' aspirations and objectives.
Lee lives in the village of Capel St Mary with his partner Emma, two children, and the family French Bulldog Eric. When he is not enjoying time with his family, you will find Lee on the golf course.
Lucinda Nurse
Mortgage & Protection Adviser
CeMAP
Lucinda started her career in hospitality before then spending some time travelling around Australia in 2015. On her return she started her career within the estate agency industry. In 2017 she decided to refocus her career path within financial services and whilst working for Mortgage Republic she studied to gain her Certificate in Mortgage Advice & Practice and became a qualified Mortgage Adviser.
Lucinda strives to provide a smooth experience when assisting with clients' mortgages at a time when purchasing and moving or re-mortgaging a property can be a stressful time in life. Lucinda provides Mortgage and Protection Advice to all of our clients. She also specialises in providing advice around buy-to-let properties, both residential and funding these for limited companies.
Outside of work Lucinda loves spending time with friends and family and travelling when she has the chance. She also enjoys staying active with participating in a local netball team, running and horse riding.
Charlotte MacDonald
Client Services Administrator
Charlotte started her career following in her father's and grandfather's footsteps by joining HSBC Bank. After 12 successful years of working in personal banking and audit, Charlotte decided to change her career path to join Greene King in the finance team.
In 2020, following her maternity leave, Charlotte joined the team as a personal and office administration assistant. Charlotte is committed to providing excellent customer service and always looks to go the extra mile for clients.
Charlotte lives locally and enjoys walks with her husband, daughter, and dog. Among many interests she particularly enjoys playing netball and travelling.
How we work
Free initial consultation
Usually an hour, in person or by video call. We listen, ask questions, and give you an honest view of whether we can help. No charge, no obligation.
Fact-find and analysis
If it makes sense to proceed, we gather the detail we need — income, assets, existing arrangements, goals, attitude to risk — and produce a proper analysis of your position.
Written recommendations
We put our recommendations in writing, in plain English, explaining what we suggest, why, what it costs, and what the alternatives were.
Implementation
If you decide to go ahead, we handle the paperwork and coordinate with providers to get your plan in place.
Ongoing service
Most clients choose to work with us on an ongoing basis — annual reviews, direct access between meetings, and a plan that stays current as your circumstances and the rules change.
Regulation and governance
Metrita Wealth Management is a trading name of Metrita Wealth Management Ltd, an appointed representative of 2plan wealth management Ltd, which is authorised and regulated by the Financial Conduct Authority under reference 838586. Metrita Wealth Management Ltd is registered in England & Wales (No. 11832336). Our registered office is 10 Forbes Business Centre, Kempson Way, Bury St Edmunds, Suffolk, IP32 7AR.
Complaints handling, best execution, and conflicts of interest policies are available on request or on the relevant pages of this site.