Insight Financial Associates

Aetas Announces partnership with IFA firm Insight Financial Associates

Aetas Partners (“Aetas”) is delighted to announce a new partnership with national IFA firm Insight Financial Associates.

Insight will provide clients of Aetas with professional independent financial advice services which are provided by a team of financial planners across the UK.  These services include:

  • Financial planning
  • Investment management
  • Pension and retirement planning
  • Estate planning
  • School fees planning

About Insight Financial Associates
Securing your financial future is at the heart of what they do.

Their independent status enables them to provide impartial and tailored advice to clients, which aligns closely with our philosophy. 

Their client-centric approach means that they work alongside you to identify and realise your full investment potential, securing your financial future through both wealth creation and asset preservation.

As a specialist investment adviser, managing your wealth with Insight means that you can create a diverse portfolio of investments, without the challenges presented by managing your investments alone.

The private client team at Aetas will work closely with Insight advisers to complement their holistic approach to the delivery of clients advice.

Jason Howard, Managing Director of Insight:

“The approach that Aetas has taken to holistic planning is very relevant and my colleagues and I are looking forward to working with Matthew & Daniel to help clients achieve their best outcomes.”

Daniel Cottam, Private Client Director of Aetas commented:

“We are absolutely delighted to be working with Jason and the team at Insight. Financial Planning forms the backbone of our advice model and this partnership provides us with strength and depth of experience with access to a great team of advisers across the UK.