Our Company

Daniel Cottam and Matthew Steiner - founders of Aetas Partners

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.

Daniel Cottam and Matthew Steiner - founders of Aetas Partners
Daniel Cottam & Matthew Steiner

Bridging the gap

Mother, young daughter and pet dog on the move with mortgage services from Aetas Partners

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

A family

Family Centric

  • improve your financial wellbeing
  • increase your financial knowledge
  • help you achieve your goals
Mortgage professional woman helping a young man to arrange a mortgage with Aetas Partners


  • open and transparent
  • encourage knowledge sharing 
  • strong partnerships
couple sat in chairs in front of forest


  • 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


Contemporary Art Consultant

Chartered Accountant

Tax Incentives Consultant

Employee Benefits Adviser

Estate Planning Adviser

Social Impact & Sustainability Consultant


Financial Controller

Our vision:

“to be the platform of choice to manage your wealth & wellbeing”

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