Aetas Connect
A unique collaborative service for committed experts
Aetas Partners is a stand out, unique financial consultancy, which offers a comprehensive range of services tailored for individuals, families, and SME businesses, through our exclusive “private office platform”.
We created this platform to bring together specialist advisers and experts from various specialist areas under one roof, to provide clients with a customised, coordinated and integrated service.
This is why we’re committed to forming collaborative, strategic partnerships with carefully vetted professionals and service providers so that our clients can access the highest quality thinking. We created Aetas Connect as our brand umbrella for these leading edge partnerships.
Aetas Connect stands for collaborative partnerships
We offer core Aetas Partners services through our FCA (Financial Conduct Authority) regulated partners; who are:
- Aetas Wealth (financial planning & wealth management)
- Aetas Estate Planning
- Aetas Mortgages
- Aetas Private Office
By working together collaboratively, we’ve created a competitive advantage for our partners and the benefits of a cohesive range of services for our clients. These services include:
- tax advice
- legal advice
- property services
- corporate services
- employee benefits
- coaching and personal development
Join Aetas Connect
As a member of Aetas Connect, you’ll benefit from providing your services to new connections, and you’ll bring the valuable professional expertise of partners to your clients.
Aetas Connect member benefits include:
- a network of like-minded professionals with shared values
- events for the latest market insights and to meet industry experts.
- Aetas business services to support and grow your business
- opportunities to collaborate with Aetas Partners and to create unique service offers
- opportunities to build new long-term relationships with clients (through our collaborative process)
- public speaking and sponsorship opportunities to new audiences
- access to luxury products and services via Aetas Club
We recognise your individuality and specific expertise, which means that we work with every partner in a different way. We can also work alongside you to provide your clients with added value services that could be challenging to provide alone.
There is currently no charge for membership – however we do expect every Aetas Connect member to be client-centric and collaborative
How to join Aetas Connect
1. Let's chat
Together we’ll explore opportunities and ideas to collaborate
2. Commit to collaboration
Work together on behalf of clients and partners
3. Enjoy success
Expand your client base by providing your expertise to partners
Extra value for your clients, designed by Aetas Partners
Aetas Partners is a financial consultancy, founded by Daniel Cottam and Matthew Steiner, to offer a wide range of services for individuals, families, and businesses through our unique “Private Office Platform.”
Our vision for this platform is to bring together specialist advisers who provide a coordinated and holistic service, which is always tailored to your specific circumstances – so that you have an integrated, comprehensive, and expert approach to your financial wellbeing – in one place.
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.