Daniel Cottam is a founding director of Aetas Partners and leads its team of advocates and client-facing advisers.
With a focus on helping families and individuals clearly define their objectives, Daniel works closely with clients to ensure their goals are achieved through a seamless collaboration between the firm’s professional advisers. In his role, he serves as a key coordinator, bringing together the various professionals involved in providing clients with holistic advice.
Daniel began his career as a stockbroker, gaining valuable experience in business development, marketing, and sales across multiple industries. Over a decade ago, he transitioned into financial services, qualifying as a financial adviser and applying his diverse skill set to support clients in achieving their financial goals.
With extensive experience working with a wide range of clients, including families and business owners, Daniel specialises in clarifying objectives and developing tailored medium- and long-term planning solutions. He has particular expertise in addressing the needs of clients within the inheritance economy, providing comprehensive financial and estate planning advice to help them build firm foundations for financial stability.
Through his collaborative approach and dedication to delivering client-focused solutions, Daniel plays a vital role in ensuring Aetas Partners' clients receive the personalised and holistic advice they need to achieve their long-term aspirations.
