About us

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 People
Leadership
Matthew Steiner
Founder & Managing Director
Daniel Cottam
Head of Financial Planning
Pierre Clarke
Head of Investments
Advice Team
Laura Boughton
Qualified Accountant
Dermot Hanley
Estate Planner
John Ireland
Estate Planner
Stephen Wren
Chartered Tax Adviser
Business Services
Anne Fergusson
Private Office
Andrew Smith
Tax Incentives Consultant
Neil Tuson
Executive Coach
Simon Clifford
R&D Claims Specialist
Alireza Yaghmaei
International Business Consultant
Ian Hughes
Tax Incentives Consultant