Reliable and reassuring

Independent financial
planning

Helping you make sound financial decisions

Aetas Partners has carefully selected Independent financial planning partners 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

The services available through our partners are:

  • Pensions and Retirement
  • Investments
  • Estate Planning
  • Financial Protection
  • Investing for Children
  • Cash Flow Modelling

Aetas Partners has teamed up with Insight Financial Associates Ltd to ensure you have everything you need to plan and prepare for life’s big events – both expected and unexpected.

The Insight team provide holistic financial planning for individuals and companies to help you achieve your goals and aspirations.

Meet the financial planning team

Daniel Appleton

Daniel Appleton

Director & Financial Planner

Jason Howard

Managaging Director

Mike Philips

Director & Financial Planner

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 Partners Limited is an introducer appointed representative (under registration number 985181) of Tower Street Finance Limited which is authorised and regulated by the Financial Conduct Authority under registration number 912334.

Aetas Partners Limited is an Introducer of Insight Financial Associates Ltd which is authorised and regulated by the Financial Conduct Authority under registration number 458421.

Insight Financial Associates Ltd

Insight Financial Associates Ltd 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.

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

"I always find the team at Aetas so helpful in connecting me with the experts that I need. They are always able to find me a suitable expert when I need one."
Penelope Groves
"The team and support are second to none. experts in their field."
Jack Hogan

Help for you, your family and your business

Woman exiting car with a coffee

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.

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