Aetas Partners – Expert financial advice for individuals and families.
Managing your financial affairs can be complex, involving multiple specialists—financial planners, tax advisers, and estate planners—each offering their expertise.
Navigating these different perspectives takes time, adds costs, and can sometimes lead to conflicting advice.
Without a cohesive strategy, this complexity can create uncertainty or lead to decisions that may not fully secure your long-term financial well-being.
Connecting Your Wealth & Wellbeing
At Aetas Partners, we connect your wealth with your personal values and life goals, crafting a financial strategy that enhances both your security and overall wellbeing.
Our unique model brings together advisers from across the main disciplines, ensuring you have a team of specialists tailored to your specific needs
This holistic approach supports your aspirations, emotional wellbeing, and legacy, while promoting sustainable and responsible investing.
Our mission is to help you achieve a richer, more meaningful life by aligning your wealth with what truly matters to you.
About
Planning for the future—whether for yourself, your family, your business, or your clients—requires clarity, strategy, and expert guidance.
From managing investments and structuring tax-efficient wealth to safeguarding your estate and planning for business succession, our personalised approach ensures your financial plans evolve with your needs. Whether you’re securing your own future, protecting your family’s legacy, or supporting your clients, we provide the expertise and insight to help you achieve lasting financial success.
Personal Planning
Services to help you build, protect, and transfer wealth with expert financial planning, tax efficiency, and estate structuring:
- Cash Flow Planning
- Director and Owner Advisory
- Estate Planning & Inheritance Tax
- Financial Planning
- Mortgages
- Pensions & Retirement Planning
- Protection Planning
- Wealth & Investment Management
Business Planning
Services to support you with business protection, employee benefits, succession planning, and strategies to optimise financial growth:
- Business Succession Planning
- Employee Benefits & Incentives
- Key Business Insurances
- Tax Credits and Incentives
Let Aetas Partners Simplify Your Financial Journey
We know how challenging it can be to find the right advice tailored to your needs. That’s why we streamline the entire process, saving you time and ensuring you achieve the best possible financial outcomes.
With a dedicated, family-focused team by your side, we coordinate all the specialist services you may require, guiding you through the complexities of financial planning for you and your family. Learn more about the people behind Aetas Partners.
Case Studies
Thoughtful solutions for complex lives. Explore how we’ve helped clients navigate succession, tax, and long-term planning with clarity and care.
Architects & Surveyors
Explore how we supported a principal architect in aligning business strategy with personal and family planning.
Construction & Property
Discover how a developer structured their affairs for growth, inheritance planning, and long-term asset protection.
Creative
Follow the journey of a creative founder navigating irregular income and future-proofing their financial legacy.
Engineering and Manufacturing
See how we helped an engineering business protect wealth, plan succession, and unlock valuable tax efficiencies.
Logistics
Learn how a logistics firm owner planned for exit, optimised tax, and secured intergenerational wealth transfer.
Other Industries
Read how we helped a business owner with complex needs align personal, business, and estate planning goals.
Our Blog
Clear, considered insights on wealth, legacy, and planning curated by the Aetas team and our trusted experts.
A Simple Guide to Tax-Efficient Giving
Giving to charity can be rewarding and tax efficient...
Government to Reshape Pension Landscape
Government to Reshape Pension Landscape with New Megafunds..
June Market Commentary
It’s almost impossible to write any commentary on financial markets