The team at DMA Financial Strategists welcome clients and staff of Metaplanners Wealth Advisers.
“We feel that we are an excellent fit for Metaplanners clients. Our focus is to build strong lasting relationships based on a deep understanding of the individual, family or business needs. We then find solutions that are tailored and customised to specific needs – it is not a one size fits all model. The addition of Divya and Andrew from Metaplanners to our professional team provides strength, knowledge and continuity to your individual relationships. Ramana will also still be part of the team as a business development consultant. I look forward to meeting all of you over the coming period and with Divya will work to ensure a smooth transition and demonstrate the benefits of having a larger focussed, knowledgeable team to achieve the best results for you. We value direct feedback and client interactivity so please don’t hesitate to call or contact regarding any issue”.
Managing Director and Private Client Adviser