Team
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.
Meet us
Matthew Steiner
Managing Director
Daniel Cottam
Director & Financial Planner
Laura Boughton
Financial Controller
Team
Anne Fergusson
Private Office
David Liddle
Mortgage Consultant
Andrew Smith
Tax Incentives
Neil Tuson
Executive Coach
Stuart Stroud
Employee Benefits Consultant
John Ireland
Estate Planner
Simon Clifford
R&D Claims Specialist
Alireza Yaghmaei
International Business Consultant