Our Company
![Daniel Cottam and Matthew Steiner - founders of Aetas Partners](https://aetas-partners.com/wp-content/uploads/2023/03/AetasPartners_0044.jpg)
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](https://aetas-partners.com/wp-content/uploads/2023/03/AetasPartners_0044-650x684.jpg)
Bridging the gap
![mortgage services from Aetas Partners Mother, young daughter and pet dog on the move with mortgage services from Aetas Partners](https://aetas-partners.com/wp-content/uploads/elementor/thumbs/Aetas-Website-Banner-images-qo02k111t1iyf3pnvv160ippcck6isif8dkocdqnc0.jpg)
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](https://aetas-partners.com/wp-content/uploads/2022/04/iStock-1144619774-1024x683.jpg)
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](https://aetas-partners.com/wp-content/uploads/2024/02/Aetas-website-images-9.jpg)
Collaborative
- open and transparent
- encourage knowledge sharing
- strong partnerships
![couple sat in chairs in front of forest](https://aetas-partners.com/wp-content/uploads/2022/04/iStock-1250509758-1024x683.jpg)
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
Bojana Popovic
Contemporary Art Consultant
David Liddle
Mortgage Broker
Pierre Clarke
Chartered Accountant
Andrew Smith
Tax Incentives Consultant
Neil Tuson
Business Coach
Stuart Stroud
Employee Benefits Adviser
Angela Rancon
Estate Planning Adviser
Alfred Long
Social Impact & Sustainability Consultant
Ambassadors
Anne Fergusson
Ambassador
Malcolm Donnelly
Ambassador
Team
Laura Boughton
Financial Controller
Alice Flook
Events Manager
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