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.
Bridging the gap
Our innovative approach brings together coordinated advice from a variety of professional disciplines such as financial planning, wealth management, tax advice and property services.
As a result, you benefit from a comprehensive solution from a trusted network of private client professionals, which is co-ordinated by the team at Aetas Partners.
Our values
Family Centric
- improve your financial wellbeing
- increase your financial knowledge
- help you achieve your goals
Collaborative
- open and transparent
- encourage knowledge sharing
- strong partnerships
Sustainable
- align with your objectives
- balance the impact of people, profit, and planet in line with ESG principles
- monitor and reduce our impact
Meet the team
Directors
Matthew Steiner
Managing Director
Daniel Cottam
Director
Consultants
Dermot Hanley
Estate Planner
Malcolm Donnelly
Financial Advocate
Mark Mariou
Estate Planner
Bojana Popovic
Contemporary Art Consultant
Graeme Stenson
Chartered Tax Adviser
David Liddle
Mortgage Broker
Pierre Clarke
Chartered Accountant
Andrew Smith
Tax Incentives Consultant
Ambassadors
Anne Fergusson
Ambassador
Andrew Cracknell
Ambassador
Team
Laura Boughton
Financial Controller
Alice Flook
Events Manager
Take your first step
1. Let's chat
Exploring what matters most for you and your family
2. We'll listen
Putting firm foundations in place for your family
3. Expert guidance
Feel reassured and ready for whatever life may throw at you and your family
Our vision:
“to be the platform of choice to manage your wealth & wellbeing”
From the Blog
Weekly news update
Last week, during their first meeting of 2024, the BoE’s MPC voted to retain Bank Rate at 5.25% by a majority of six to three.
Weekly news update
The latest UK consumer confidence data showed that households are more optimistic about their finances recording a 3 point increase in January
Weekly news update
Last week the UK’s annual inflation rate, as measured by the Consumer Prices Index (CPI) increased by 4% in the year to December.
The Aetas Partners Club
An exclusive collection of luxury and lifestyle services which combine to provide a bespoke membership experience like no other.
Aetas Club provides you with access to unique opportunities and events that have been carefully chosen to allow you and your family to participate in iconic experiences and create memories that will last a lifetime.