About Aetas Wealth
Aetas Wealth is the dedicated financial planning arm of Aetas Partners, providing integrated wealth management services for individuals, families, and business owners across the UK.
Through our partnership with Insight Financial Associates Ltd, a well established independent advisory firm, Aetas Wealth combines the personal attention and holistic approach of Aetas Partners with the strength, compliance, and resources of a long-standing FCA-regulated business.
Our advisers work closely with clients to deliver intelligent, connected advice across all areas of financial planning — including pensions, investments, and protection — supported by the wider Aetas network of professional partners in tax, legal, and estate planning.
At the heart of our approach is a simple belief: wealth management should be personal, transparent, and built to last. We take time to understand what truly matters to you, helping you make confident, informed decisions that create lasting prosperity for you, your family, and your business.
Lifetime to Legacy
Through our vision, and commitment to excellence, Aetas Wealth provides a complete, lifetime-to-legacy financial service — uniting professional advice, intelligent planning, and trusted relationships that stand the test of time.
Our values
Financial empowerment
- improve your financial wellbeing
- increase your financial knowledge
- help you achieve your goals
Collaboration
- open and transparent
- encourage knowledge sharing
- creating strong partnerships
Partnership
- achieving goals together
- valuing diverse perspectives
- growing together
How We Give Advice
Aetas Wealth operates as a trading style of Insight Financial Associates Ltd, a company authorised and regulated by the Financial Conduct Authority under registration number 458421.
This structure ensures that every client benefits from the strength, security, and compliance of a trusted national network, while enjoying the highly personal, holistic service that Aetas Partners is known for.
You can view the FCA registration for Insight Financial Associates Ltd here or to learn more visit aetas-wealth.com.
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What Our Clients Say
Testimonials
Real stories from families and founders who value clarity, continuity, and a trusted partnership across generations.
FAQs
What is Aetas Partners, and how do you approach wealth management?
Aetas Partners is a boutique financial consultancy offering a holistic, collaborative model that integrates financial planning, investment management, estate and tax planning—consolidated into their "Lifetime Legacy Builder" framework.
What is the "Lifetime Legacy Builder" process?
It’s a four-phase journey—from establishing your financial foundations, supporting you through your lifetime, planning for later life and legacy, to efficient wealth transfer—that ensures your plan evolves with your goals.
How is Aetas’ approach different from traditional wealth management firms?
Instead of siloed advice, Aetas integrates multi-disciplinary experts—covering investments, tax, legal, and estate planning—into a personalised, well-coordinated strategy built around your values and life intent. We focus almost exclusively on providing financial services and products to senior leaders and managers, ensuring our solutions reflect the complexities and opportunities unique to their positions.
What services fall under the wealth management offering?
They include bespoke investment management, cashflow modelling, estate planning, pensions and retirement planning, protection planning, mortgages, and inheritance tax strategies—all tailored to your needs.
What can I expect during my initial engagement?
First, you’ll have a conversation to explore your aspirations. Then the team listens to understand your circumstances, laying foundations before offering expert guidance tailored to your evolving life stages.
Are you formally regulated, and what exactly is Aetas Wealth?
Aetas Wealth is the regulated arm of the group—operating under Insight Financial Associates Ltd, which is authorised and regulated by the UK’s Financial Conduct Authority (FCA).
Can you work with both individuals and business owners?
Yes – you’ll find tailored services for personal clients (e.g., cashflow and retirement planning) as well as business-focused solutions like succession planning, employee benefits, insurances, and tax incentives.
Where are you located and how can I get in touch?
Aetas Partners is based at 13 Hanover Square, London W1S 1HN. You can contact them by phone (+44 0203 633 0579) or email (enquiries@aetas-partners.com) to “speak to an adviser.”
Why do clients choose Aetas Partners?
Clients cite the stress-free, cohesive planning experience, coordinated across multiple disciplines, with a group that truly cares. Testimonials describe Aetas as responsive, transparent, and collaborative.