Comprehensive support for your business
Feel secure
With your financial foundations in place for growth, succession or sale
Feel reassured
Your employee benefits package incentivises and retains staff
Feel confident
With ongoing support to maintain business efficiency and productivity
Are the right plans in place to support your business?
Running your business is challenging and more complex than it used to be
On the one hand, you must establish business goals for the short, medium and long-term and increase efficiency and productivity. It’s also important to improve staff loyalty and satisfaction because recruitment can be disruptive and costly. There are many conventional benefits packages available on the market, yet your business may benefit from alternatives.
You may find it challenging to allocate time and expertise to finding solutions for all these challenges. This is how we can help – by bringing together all the elements you need in a comprehensive way that benefits each stakeholder in your business.
Introducing the Aetas Partners Business Legacy Builder™
At Aetas, we’ve crafted a comprehensive approach to help your business achieve your corporate objectives efficiently, while providing the necessary guidance and support to help you save time and resources. We start by gaining a deep understanding of your objectives. Then, our specialist teams work closely with you to create a bespoke framework and detailed plan. Once you have your custom plan, our team will help you implement it.
Finding the right balance is key – we ensure that our offers are attractive to your employees while also remaining financially sustainable for your company. We’ve grouped our services into four modules, each tackling different challenges that your business may encounter:
Module 1 – Employee Benefits
(Benefits for directors & staff)
- pension schemes
- private medical insurance
- income protection
- death in service & critical illness
- salary sacrifice
Module 2 – Directors Planning
(Benefits for directors & shareholders)
- directors pension planning (SSAS)
- employee share schemes
- tax efficiency (incentives & allowances)
- virtual director services
- marketing services
Module 3 – Wealth Planning
(Benefits for staff)
- financial coaching
- personal development
- financial planning support
- estate planning support
- workshops/surgeries
Module 4 – Wellbeing
(Benefits for directors & staff)
- mindfulness
- gym membership
- discounts & rewards
- employee assistance
- childcare assistance
Benefits for your business
An innovative approach which adds value to your business as it grows
When you provide a package of benefits above and beyond salary you’ll increase the ability of your business to attract, retain and motivate your employees, which in turn contributes to efficiency and productivity.
Key benefits for your staff:
- positive work environment
- high morale
- increased productivity
- job satisfaction
- high engagement and motivation
- improved sense of loyalty and belonging
- tailored to their needs
And for your company:
- positive culture
- increased staff productivity
- attract and retain talent
- lower absenteeism
- tax advantages
- competitive advantages (i.e. recruitment)
- compliance and risk management
How to get started
1. Let's chat
Start with a virtual coffee. Click on the link below to find a time that suits you
2. We'll listen
And ask a few questions to understand what your needs and goals
3. Expert guidance
Client Stories
Dermot's story - building a solid financial foundation for retirement
“Sometimes having a successful business and a paid-off mortgage isn’t enough, especially if you have dependents like my 37-year-old son, with autism, who has always lived at home.”
Eloise's story - the importance of prioritising employee wellbeing
“I realised that whilst I was running a small business we were not really looking after the very people who make the business, our employees.”
Designed for you, by Aetas Partners
Aetas Partners is a financial consultancy, founded by Daniel Cottam and Matthew Steiner, to offer a wide range of services for individuals, families, and businesses through our unique “Private Office Platform.”
Our vision for this platform is to bring together specialist advisers who provide a coordinated and holistic service, which is always tailored to your specific circumstances – so that you have an integrated, comprehensive, and expert approach to your financial wellbeing – in one place.
From difficulty to peace of mind
By creating a comprehensive financial plan, I could move forward with confidence and optimism. Instead of feeling anxious about my newfound wealth, I now had a roadmap to follow, tailored to my family's specific needs and aspirations.
Aetas gave me the tools and support I needed to make the right decisions, and I am forever grateful for their help in building a solid financial foundation for me and my children - and the peace of mind this brings me".
Our comprehensive services also include:
- a review of key documents – memorandum and articles and shareholder agreements
- check that your business will and business LPA (Lasting Powers of Attorney) is up to date
- ensure that you maximise your annual directors’ pension allowance
- evaluate and update your employee benefits requirements
- review and strengthen your business insurances:
- Keyman Insurance
- Professional Indemnity insurance (PII)
- Public liability insurance (PLI)
Help for you, your family & entrepreneurs
For you & your family
Our Lifetime Legacy Builder™ provides the blueprint for a comprehensive, effective approach to family wealth management. You’ll have all the key elements you need for your particular family circumstances.
For Entrepreneurs
Coming soon – our Private Office Service for High-Net-Worth investors. We also have Aetas Club which offers high quality lifestyle events and experiences – from investments in art and wine to classic cars.