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
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
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.