If you'd like any of these documents in an alternative format, or a printed copy, please get in touch and we'll send one out to you.
Client agreements
The documents that set out our relationship with you when you engage us as an adviser.
Personal Client Agreement
Terms of business, our advice process, and what you'll pay us for our services — for investment, pension and financial planning clients.
Mortgage and Protection Agreement
Terms of business specifically for mortgage and protection advice — including fee structures and how we're paid.
Regulatory policies
Policies the Financial Conduct Authority requires us to publish. These are 2plan wealth management policies which apply to all their appointed representatives, including Metritá.
Best Execution Policy
How we obtain the best possible results for you when we're executing transactions on your behalf.
Conflicts of Interest Policy
How we identify, manage and where necessary disclose conflicts of interest that could affect our advice to you.
Client Classification
The FCA categorises clients into retail, professional and eligible counterparty — this explains what that means for you.
Your Guide to Making a Complaint
The step-by-step process for raising a complaint, including timescales and how to escalate to the Financial Ombudsman if needed.
Privacy & data protection
How we handle your personal information — both on this website, and in the wider client relationship.
Website Privacy Policy
How this website handles cookies, form submissions, and visitor data. Specific to metritawm.co.uk.
2plan Data Protection, Privacy & Cookies Policy
The wider privacy policy from 2plan wealth management, covering how your data is handled as a client of a 2plan appointed representative.