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 is a Founding Director and CEO, with over 20 years’ experience in financial services, supporting business owners and families in structuring their financial and strategic affairs.
He works closely with leadership teams through Aetas In the Workplace align employee benefits, financial wellbeing, and business objectives, while also developing the Aetas Collective, a network of specialist partners delivering joined-up workplace solutions focused on improving performance and return on employee investment.
Daniel Cottam
Director
Daniel is a director and Financial Planner with over 20 years’ experience, specialising in wealth management, financial planning, cashflow modelling, and intergenerational estate planning for individuals, families, and business owners.
He works closely with clients and their families to structure their financial affairs, helping ensure that income, capital, and long-term planning remain aligned across each stage of life, with a particular focus on protecting and transitioning wealth to 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.
Jake Holmes
Financial Planner & Employee Benefits Consultant
Jake is an Independent Financial Adviser, specialising in employee benefits and corporate financial planning for SME businesses. He works closely with employers to design and implement benefit structures that support both business objectives and employee engagement.
He collaborates closely with Aetas ITW and its partner network to deliver joined-up workplace solutions, helping businesses improve financial wellbeing, strengthen retention, and drive a clearer return on employee investment through practical, well-structured support.
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.