Services for you and your family

Planning for the future—whether for yourself, your family, or your business—requires a clear strategy and expert guidance. At Aetas, we provide tailored support across financial planning, estate planning, and business planning to help you secure long-term financial stability and peace of mind.

From managing investments and optimising tax efficiency to protecting your estate and planning for succession, we ensure every aspect of your wealth is structured to meet your goals. Whether you’re looking to build financial security, safeguard your family’s future, or navigate complex business decisions, our personalised approach keeps your plans up to date and aligned with what matters most to you.

Other services

Financial Planning

Financial planning helps you build a clear path toward achieving your financial objectives.

Estate Planning & Inheritance Tax

Financial planning helps you build a clear path toward achieving your financial objectives.

Protection Planning

Financial planning helps you build a clear path toward achieving your financial objectives.

Pensions & Retirement Planning

Financial planning helps you build a clear path toward achieving your financial objectives. 

Wealth & Investment Management

Financial planning helps you build a clear path toward achieving your financial objectives.

Cash Flow Planning

Financial planning helps you build a clear path toward achieving your financial objectives.

Mortgages

Financial planning helps you build a clear path toward achieving your financial objectives.
Young couple discussing financial information for estate planning with Aetas Partners

Financial Planning for you and your family

At Aetas, we provide holistic financial advice to ensure your financial foundations are secure and aligned with your long-term goals. From helping you find your ideal home and arranging the right mortgage, to managing your investments, estate planning, and wealth management, our team offers personalized support at every stage. With our expert guidance, you can enjoy a seamless, stress-free experience tailored to your unique financial needs, ensuring peace of mind and a clear path to financial success.

Case Studies

Let’s See Our Case Studies

Managing your financial affairs can be complex, involving multiple specialists—financial planners, tax advisers, and estate planners—each offering their expertise.

Engineering & Manufacturing

Managing your financial affairs can be complex, involving multiple specialists financial planners, tax advisers, and estate planners each offering their expertise.

Construction & Property

Managing your financial affairs can be complex, involving multiple specialists financial planners, tax advisers, and estate planners each offering their expertise.

Architects & Surveyors

Managing your financial affairs can be complex, involving multiple specialists financial planners, tax advisers, and estate planners each offering their expertise.

Logistics

Managing your financial affairs can be complex, involving multiple specialists financial planners, tax advisers, and estate planners each offering their expertise.

Creative

Managing your financial affairs can be complex, involving multiple specialists financial planners, tax advisers, and estate planners each offering their expertise.

Other industries

Managing your financial affairs can be complex, involving multiple specialists financial planners, tax advisers, and estate planners each offering their expertise.