Listening
Discovering what matters most to you
Advising
Practical financial and estate planning
Supporting
Empowering your financial decisions
Helping you plan for the unforeseen
There are times in life when you experience significant changes in your personal, family or business circumstances, sometimes these changes are expected and sometimes not.
Milestone life events
There are of course the big events that you look forward to, such as getting married, starting your family, children starting university and celebrating milestone birthdays with friends and family.
When the unexpected happens
Sadly, some clients will only talk to an adviser after an unexpected or sudden event has occurred. The sudden death of a partner, the trauma of divorce or an unforeseen medical diagnosis such as cancer or dementia are examples which could have a lasting impact on you. (It pays to plan ahead, being proactive not reactive.)
What does this mean for you?
Big life events can be emotionally and financially unsettling and sometimes overwhelming, so knowing who you can turn to for help and advice is critical.
This is why we have a team of relevant specialist advisers that you can rely on to support and help you throughout these challenging periods.
Clients tell us that:
- We have helped them to cope with anxiety
- This reduces disruption and distress
- The solutions that we suggest are the best outcome for the
This helps you cope with the emotional impact and worry this may cause you financially, circumstances because finding a solution on your own can be time-consuming and frustrating and not provide the best outcome for your circumstances.
Our team have direct experience of these life changing events and knows how to best to approach these times with sensitivity.
Why not start with an initial chat with one of our team.
The Aetas Partners approach
We created our comprehensive approach to family wealth management, because we saw how exhausting and time consuming the advice process could be.
This unique collaborative approach brings together all the expert advice you’ll need, including:
- Independent financial planning
- Estate planning
- Specialist professional advice
- Additional services
As a client of Aetas Partners you’ll save time, discover new options and choose solutions that suit your specific requirements.
This enables you to achieve the best possible outcomes, both now and in the future.
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
Empowering your financial decisions
We’re a specialist financial consultancy providing you with practical advice for all stages of family life.
As your lifetime adviser we’ll help you to:
- Develop your comprehensive lifetime plan
- Take care of the important people in your life and leave your legacy
- Ensure your legacy is structured in the most tax efficient way
- Increase your knowledge on how you manage your capital effectively
- Develop a greater awareness of tax efficient planning
- Avoid worry and provide reassurance
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In addition to financial and estate planning we work with other leading specialists to provide wider complementary services which form the basis of our Family Wealth Management Model™ approach.
Help for your family and your business
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.