Aetas Wealth
Reliable and reassuring financial planning
Helping you make sound financial decisions
Aetas Wealth
Independent financial planning and advice to help you achieve your goals and aspirations.
Aetas Wealth is a trading style of Insight Financial Associates Ltd which is authorised and regulated by the Financial Conduct Authority under registration number 458421.
Your Aetas Wealth adviser will ensure you have everything you need to plan and prepare for life’s big events – both expected and unexpected.
Reassuring Financial Planning
Our team of expert planners have been carefully selected to save your time and resources, because we want you to feel confident and reassured in your decisions
This approach ensures you have a team that will:
- explain the impact of your financial choices
- protect you and your future
- build & shape the legacy you leave for the next generation
Helping you make sound financial decisions
The services available through our partners are:
- Pensions and Retirement
- Investments
- Estate Planning
- Financial Protection
- Investing for Children
- Cash Flow Modelling
Important Notices
Aetas Partners Limited
Aetas Partners Limited is a company incorporated in England and Wales under No.13832348 and whose registered office is at 13 Hanover Square London WIS IHN.
Aetas Wealth
Aetas Wealth is a trading style of Insight Financial Associates Ltd which is authorised and regulated by the Financial Conduct Authority under registration number 458421. Insight Financial Associates Ltd is a company incorporated in England under No. 05054886 and whose registered office is Insight House, 7a Alkmaar Way, Norwich International Business Park, Norwich, NR6 6BF.
Disclaimer
Aetas Partners Ltd is not authorised or regulated by the Financial Conduct Authority.
The content on this webpage is not intended as advice on which you should rely. It is provided for general information purposes only. You should seek professional or specialist advice before taking any action. We do not know your circumstances and make no representation, warranty, or guarantee that the content on our website will be suitable or appropriate to meet your circumstances or requirements. Whilst we make reasonable efforts to ensure that the content on our website is complete, accurate, and up to date, we do not, however, make any representations, warranties or guarantees (whether express or implied) that the content is complete, accurate, or up to date.
How we help you
Based on our knowledge, insights and experience we’ve developed our Family Wealth Management Model™.
This comprehensive process will guide you through the key planning stages that will help you to discover the right options, whilst expanding your knowledge and understanding about the impact of your choices.
STEP 1
Lifetime discovery
Explore what matters most for your specific circumstances.
STEP 2
Building foundations
A proactive plan built on firm legal and financial foundations
STEP 3
Living life well
Feel reassured and ready for whatever life may throw at you
What clients say
Help for you, your family and your business
For you
A comprehensive and effective approach to managing your wealth, both during your lifetime and for the legacy you plan to leave.
Based on our direct experience, our approach pulls together all the key elements you’ll need.
For your family
We’ve created a comprehensive and effective approach to family wealth management.
Based on our direct experience, our approach pulls together all the key elements you will need.
For your business
Whether you’re an owner, director or shareholder, our business service provides the framework, advice and support to navigate your way through business challenges – whatever the stage of your business.