Independent Financial Planning
+ specialist advice
Collaborative professionals
+ unified approach
Saves time
+ better outcomes
Helping you, your family, and your business
It can be really confusing and frustrating to organise your financial affairs because there can be so many experts involved from financial planners to tax advisers and will writers.
The process takes valuable time, can be costly and may sometimes result in conflicting advice, which could mean you end up doing nothing to safeguard your financial future.
Welcome to Aetas Partners
The reason we created Aetas Partners is because we:
- Understand it can be difficult to know who to turn to for the right advice that suits you best.
- Want to make this whole process easier, less time consuming and ultimately ensure that you achieve your best financial outcomes.
- Bring together a family-centric team to manage all the specialist professional services you may need.
- Help you successfully navigate the complexity of financial planning for you and your family.
Goodbye frustration, hello collaboration
Aetas Partners provides you with expert financial, wealth and estate planners plus a comprehensive network of specialist professional advisers.
This means your essential advisers are available in one place and they work together to ensure you receive a joined-up solution that meets your needs.
Now you can benefit from a cohesive approach which saves time, unnecessary expense, reduces frustration and maximises the power of expert collaboration.
Explore our services in more detail:
Help for you, your family and your business
For you
A comprehensive and effective approach to managing your wealth, both during your lifetime and for the legacy you plan to leave.
Based on our direct experience, our approach pulls together all the key elements you’ll need.
For your family
We’ve created a comprehensive and effective approach to family wealth management.
Based on our direct experience, our approach pulls together all the key elements you will need.
For your business
Whether you’re an owner, director or shareholder, our business service provides the framework, advice and support to navigate your way through business challenges – whatever the stage of your business.
How we help you
Based on our knowledge, insights and experience we’ve developed our Family Wealth Management Model™.
This comprehensive process will guide you through the key planning stages that will help you to discover the right options, whilst expanding your knowledge and understanding about the impact of your choices.
STEP 1
Lifetime discovery
Explore what matters most for your specific circumstances.
STEP 2
Building foundations
A proactive plan built on firm legal and financial foundations
STEP 3
Living life well
Feel reassured and ready for whatever life may throw at you
What clients say
Join us at our next event
WTT Group & Aetas Partners Planning strategies for contractors
Join Aetas Partners and WTT to find out how to incorporate planning strategies for contractors in th...
Speakers:
Tom Wallace – WTT GroupDaniel Cottam – Aetas
Guest Speaker - Investing in Property
Date:
27 Apr 2023, 16:00-19:00Location:
London
Investing for Entrepreneurs: Business Lunch
Join Aetas Partners to hear powerful investment strategies for Entrepeneurs.
Speakers:
Raj Basra - Tacit Investment ManagementAlistair Marsden - Nova Co-Foundry
John Sherwood - Nexus
Date:
04 May 2023, 09:30-12:30Location:
London
Powerful Lifetime Estate Planning Strategies Event: Bristol
Powerful Lifetime Planning Strategies from the Experts - Helping You Preserve Family Wealth for Futu...
Speakers:
Nathan Blackmore - WAY Trustees & Matthew Steiner - Aetas PartnersDate:
11 May 2023, 11:00-14:00Location:
BristolFrom the Blog
Weekly news update
Jeremy Hunt delivered his first Budget last Wednesday, billing it as “A Budget for Growth.
Aetas announces partnership with Australia-United Kingdom Chamber of Commerce
Aetas Partners is delighted to announce its partnership with The Australia-United Kingdom Chamber of Commerce.
Aetas announces partnership with E2Exchange
Aetas Partners is delighted to announce its partnership with E2E. Entrepreneurs create companies that better the world and strengthen economies.