Our People
Aetas Partners brings together experienced advisers and trusted professional partners who work collaboratively to support businesses, families, and leadership teams. Our approach focuses on helping clients step back, explore opportunities, and make confident financial decisions with the right expertise around them..
Matthew Steiner
CEO
Matthew works closely with business owners and leadership teams to help them step back and review areas of their business and personal finances that may benefit from greater structure or strategic support.
Through building strong professional partnerships and distribution relationships, he helps businesses explore opportunities to strengthen their financial position, improve efficiency, and unlock additional value over time.
Daniel Cottam
Director & Financial Planner
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.
Peter Rose
Chartered Financial Planner
Peter is a Chartered Financial Planner and Pensions Specialist with over 50 years’ experience, supporting clients as they transition into retirement and beyond.
He works closely with individuals and families to structure their financial affairs, helping ensure income, capital, and long-term planning remain aligned through the decumulation years.
He works closely with individuals and families to structure their financial affairs, helping ensure income, capital, and long-term planning remain aligned through the decumulation years.
Strategic Business Advice
Anne Fergusson
Strategic Advisor, Aetas in the Workplace
Anne is an Ambassador for Aetas in the Workplace.
Anne helps introduce business leaders to the workplace programme and supports conversations around financial wellbeing, employee engagement, and organisational performance.
Nick McCall
Strategic Advisor, Aetas in the Workplace
Nick is an Ambassador for Aetas in the Workplace, helping introduce the initiative to business leaders and professional networks.
Through this role he supports conversations around financial wellbeing, organisational resilience, and leadership engagement within businesses and their teams.