At Aetas Partners, we believe wealth management is about more than numbers — it’s about understanding your story, your goals, and the legacy you want to create. With over 20 years’ experience, I focus on delivering strategic, personalised solutions that help individuals, families, and businesses build, protect, and realise their vision for the future.
We founded Aetas Partners to close the advice gap and integrate specialist services into a truly holistic, 360° approach to wealth and well-being. Our mission is to empower clients to achieve their long-term aspirations through clear, expert guidance and innovative strategies that put their needs first.
I began my career as a financial adviser, gaining a deep understanding of clients’ priorities before moving into asset management, where I specialised in tax-advantaged solutions such as Venture Capital Trusts (VCTs), Enterprise Investment Schemes (EIS), and inheritance-tax planning using Business Relief. I’ve always been passionate about collaboration — bringing together trusted advisers to deliver seamless, comprehensive solutions that align personal, family, and business goals.
Before founding Aetas Partners, I served as a Director at an asset-management firm specialising in inheritance-tax solutions, where I led the development of an award-winning collaborative service model that helped families plan effectively while providing a smooth client experience.
Outside of work, I’m an avid traveller with a strong connection to Asia. In 2007, I spent six months volunteering in Nepal, teaching English in a local orphanage and school — an experience that shaped my values and reinforced my belief in giving back to communities.
At Aetas Partners, we’re redefining wealth management to deliver solutions that are both comprehensive and deeply personal. By combining expertise with a genuine commitment to understanding each client’s goals, we aim to create lasting, meaningful impact.
