Wealth Management

Managing your wealth is complicated

It can feel overwhelming to manage your money well and knowing who to trust for advice is a challenge.

It’s also time consuming to stay up to date with legal and tax matters that impact your financial planning and wealth management. It’s hard to do this properly by yourself.

It’s not easy to know where to find help, especially with so many options available, whether you’re looking to create a solid financial plan, optimise your investments, or plan for retirement.

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Smart senior couple making sound decisions about managing their wealth with Aetas Partners

Comprehensive, bespoke wealth planning

When it comes to financial planning and wealth management, having the right guidance is crucial. This is why you need a reliable team of experts. 

Aetas Partners have crafted a comprehensive approach focused on your overall needs and aspirations, which we call Lifetime Legacy Builder. It includes four key stages from foundation to wealth transfer. 

We’ll help you to navigate financial decisions with confidence following a plan which is tailored to achieve your goals.

Our process helps you with to develop:

  • clarity on your goals and objectives
  • knowledge of the available options
  • confidence in your financial decisions and outcomes

Our specialists excel at tailoring bespoke wealth plans, seamlessly integrating cash flow modelling with financial planning and investment management.

Start your financial planning

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

Start the conversation

Daniel Cottam

Aetas Private Clients

Daniel heads up our advocacy and advice teams and manages our professional partners.

If you’re not sure where to start or precisely what you need to suit your circumstances contact Daniel.

Introducing Aetas Wealth

With Aetas Wealth, you can trust that your financial well-being is in capable hands. Our integrated and holistic approach to wealth management offers reassurance across all aspects of your finances, empowering you to navigate confidently towards a prosperous future.

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