About Aetas Partners
We’re a boutique financial consultancy who combine independent financial planning with specialist advice in a unique collaborative approach that saves time, reduces frustration and ensures you achieve your best financial outcomes.
Aetas means ‘a lifetime or generation’ or ‘an age, era, term or duration’ and when we founded Aetas Partners in 2021 we wanted to create a new approach to lifetime and intergenerational financial planning.
With over 20 years’ experience in financial services, we recognised there was a significant gap in the advice and support being offered to clients in estate and succession planning and decided to do something about it.
Our vision
Our values
Financial empowerment
- improve your financial wellbeing
- increase your financial knowledge
- help you achieve your goals
Collaboration
- open and transparent
- encourage knowledge sharing
- creating strong partnerships
Partnership
- achieving goals together
- valuing diverse perspectives
- growing together
Your Journey from Lifetime to Legacy with Aetas
Helping You Make the Most of Your Money – For Life and Beyond
At Aetas, we know that financial planning is about more than money. It’s about your life—your hopes, responsibilities, and the future you want to create for yourself and your family.
That’s why we’ve built our Lifetime to Legacy approach. It’s a step-by-step way to guide you through life’s financial decisions—from getting your finances organised, to planning ahead, and eventually passing things on in the way you choose.
We’re here for the whole journey so you feel confident,
in control, and supported every step of the way.
Building Strong Foundations
Every good plan starts with a clear picture of where you are now. In this first step, we take the time to understand your situation fully—what you own, what you owe, what you earn, and what you spend.
We’ll also talk about what’s important to you—whether that’s family, your business, your future lifestyle, or something else entirely.
Together, we’ll:
- Look at your finances in full
- Spot any risks or gaps (like not having the right insurance or savings)
- Set clear goals for what you want to achieve
Why it matters: With a strong foundation, you’ll know where you stand and what needs to happen next. It’s the first step to feeling more in control of your money.
Planning for Life
Once we’ve got the basics in place, we help you plan for the things that matter most to you—whether that’s buying a home, building a business, travelling more, or supporting your children.
We’ll help you:
- Set realistic plans for your money
- Choose the right ways to save and invest
- Protect yourself and your family if something unexpected happens
Why it matters: Life changes—and so should your plan. We make sure your money works for you as life moves on, and that you’re ready for whatever comes next.
Later Life & Legacy
As you get older, your focus might shift from building your wealth to enjoying it—and thinking about how you’d like to leave things for others.
This part of the journey is about making sure:
- You have enough income in retirement to live well
- Your affairs are organised and your wishes are clear
- You can support causes or people you care about in a meaningful way
Why it matters: You deserve to enjoy life without worrying about money. And when it comes to your legacy, we’ll help you make sure everything is passed on in the right way, to the right people, at the right time.
Passing Wealth to Others
Planning to pass on money, property, or a business can be complicated—but we make it easier.
We help you:
- Pass on wealth in a way that’s tax-efficient and fair
- Make sure your family understand your wishes
- Prepare the next generation to manage what they inherit
Why it matters: Passing on your wealth is a chance to leave a positive, lasting impact. We help you do that in a way that feels thoughtful and secure—for you and for those you love.
Why People Choose Aetas
When you work with us, you don’t just get financial advice—you get a team that truly cares.
We bring together everything you might need: planning, investments, tax support, legal advice, and more. And we do it in a joined-up, personal way.
We offer:
- Straightforward advice that’s easy to understand
- One main contact who coordinates everything for you
- Trusted support as life changes
- A focus on you and your goals—not on selling products
Why it matters: We take the stress out of managing your money. You get peace of mind knowing that everything is being looked after properly—and that you have a team by your side who genuinely wants the best for you.
Ready to Get Started?
Our People
Leadership
Daniel Cottam
Director and Financial Planner
Pierre Clarke
Director
Andrew Smith
Business Consultant