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.
Daniel works closely with clients and their families to develop tailored strategies that protect and grow their wealth, ensuring financial security for future generations.
Matthew Steiner
Business Planning
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.
Pierre Clarke
Business Planning
Pierre is a senior professional with a breadth of expertise in product development, private equity investment, fund accounting, operational management and compliance.
Pierre initially trained as a chartered accountant with Deloitte. Pierre has also worked for extended periods and in leadership positions for Close Brothers and Downing LLP.
Andrew Smith
Business Planning
Andrew specialises in assisting clients to maximise their entitlements to Research & Development Tax Credits, Capital Allowances and Land Remediation Relief. He serves a broad range of clients and many large companies and SME’s covering all.
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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