Find out how we can help you, your family, and your business
We have brought together a family-centric team to manage all the specialist professional services you may need, because we want to make it easy for you to successfully navigate the complexity of financial planning.
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Daniel Cottam
Financial Planning
Daniel, a seasoned Financial Planner, specialises in wealth management, financial planning, cash flow modelling, and intergenerational estate planning for individuals, families and business owners.
He works closely with clients and their families to develop tailored strategies that protect and grow their wealth, ensuring financial security for future generations.
Whether you need expert guidance on structuring your finances, optimising cash flow, or planning for inheritance, Daniel provides clear, strategic advice to help you achieve your goals.
Matthew Steiner
Strategic Partnerships
Matthew specialises in creating successful strategic partnerships, building distribution relationships, and working with businesses to strengthen and enhance their bottom line.
With expertise in tax-advantaged products and inheritance tax mitigation strategies, he helps businesses unlock value through smart financial planning and collaboration.
Matthew leads SME relationships, forging impactful alliances with professional service providers and strategic partners to expand opportunities and drive growth.
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Our office
London
Aetas Partners Limited
13 Hanover Square
London
W1S 1HN
Tel: +44 0203 633 0579
Email: enquiries@aetas-partners.com