Comprehensive support for your business

Feel secure

With your financial foundations in place for growth, succession or sale

Feel reassured

Your employee benefits package incentivises and retains staff

Feel confident

With ongoing support to maintain business efficiency and productivity

Are the right plans in place to support your business?

Male business owner and female support staff working in the office

Running your business is challenging and more complex than it used to be

On the one hand, you must establish business goals for the short, medium and long-term and increase efficiency and productivity. It’s also important to improve staff loyalty and satisfaction because recruitment can be disruptive and costly. There are many conventional benefits packages available on the market, yet your business may benefit from alternatives.

You may find it challenging to allocate time and expertise to finding solutions for all these challenges. This is how we can help – by bringing together all the elements you need in a comprehensive way that benefits each stakeholder in your business.

Male business owner and female support staff working in the office

Introducing the Aetas Partners Business Legacy Builder™​

At Aetas, we’ve crafted a comprehensive approach to help your business achieve your corporate objectives efficiently, while providing the necessary guidance and support to help you save time and resources. We start by gaining a deep understanding of your objectives. Then, our specialist teams work closely with you to create a bespoke framework and detailed plan. Once you have your custom plan, our team will help you implement it.

Finding the right balance is key – we ensure that our offers are attractive to your employees while also remaining financially sustainable for your company. We’ve grouped our services into four modules, each tackling different challenges that your business may encounter:

Module 1 – Employee Benefits

(Benefits for directors & staff)

  • pension schemes for employees & directors
  • private medical insurance
  • income protection
  • death in service and critical illness
  • salary sacrifice

Module 2 – Directors Planning

(Benefits for directors & shareholders)

  • EMI schemes
  • tax incentives & allowances
  • systems consulting
  • virtual director services
  • marketing services

Module 3 – Wealth Planning

(Benefits for staff)

  • financial coaching
  • personal development 
  • financial planning support
  • estate planning support 
  • workshops/surgeries

Module 4 – Wellbeing

(Benefits for directors & staff)

  • mindfulness
  • gym membership
  • discounts & rewards
  • employee assistance
  • childcare assistance

Benefits for your business

woman business owner and her team planning for success

An innovative approach which adds value to your business as it grows

When you provide a package of benefits above and beyond salary you’ll increase the ability of your business to attract, retain and motivate your employees, which in turn contributes to efficiency and productivity.

Key benefits for your staff:

  • positive work environment
  • high morale
  • increased productivity
  • job satisfaction
  • high engagement and motivation
  • improved sense of loyalty and belonging
  • tailored to their needs

And for your company:

  • positive culture
  • increased staff productivity
  • attract and retain talent
  • lower absenteeism
  • tax advantages
  • competitive advantages (i.e. recruitment)
  • compliance and risk management
woman business owner and her team planning for success

How to get started

1. Let's chat

Start with a virtual coffee. Click on the link below to find a time that suits you

2. We'll listen

And ask a few questions to understand what your needs and goals

3. Expert guidance

We’ll bring together the expertise and solutions to support you

Client Stories

mature male business owner at his desk reading business planning documents

Dermot's story - building a solid financial foundation for retirement

“Sometimes having a successful business and a paid-off mortgage isn’t enough, especially if you have dependents like my 37-year-old son, with autism, who has always lived at home.”

Eloise's story - the importance of prioritising employee wellbeing

women in the office going through details of packages from Aetas Partners, with other people in the background

“I realised that whilst I was running a small business we were not really looking after the very people who make the business, our employees.”

women in the office going through details of packages from Aetas Partners, with other people in the background

Designed for you, by Aetas Partners

Aetas Partners is a financial consultancy, founded by Daniel Cottam and Matthew Steiner, to offer a wide range of services for individuals, families, and businesses through our unique “Private Office Platform.”

Our vision for this platform is to bring together specialist advisers who provide a coordinated and holistic service, which is always tailored to your specific circumstances – so that you have an integrated, comprehensive, and expert approach to your financial wellbeing – in one place.

Daniel Cottam and Matthew Steiner - founders of Aetas Partners

From difficulty to peace of mind

"Thanks to Aetas, I was able to turn a difficult moment into an opportunity to secure a better future for my family. They helped me understand how my money could work for me, earning interest and growing over time. It was something I couldn't have figured out on my own.

By creating a comprehensive financial plan, I could move forward with confidence and optimism. Instead of feeling anxious about my newfound wealth, I now had a roadmap to follow, tailored to my family's specific needs and aspirations.

Aetas gave me the tools and support I needed to make the right decisions, and I am forever grateful for their help in building a solid financial foundation for me and my children - and the peace of mind this brings me".
Emily Stevens

Our comprehensive services also include:

Mortgage professional woman helping a young man to arrange a mortgage with Aetas Partners
  • a review of key documents – memorandum and articles and shareholder agreements
  • check that your business will and business LPA (Lasting Powers of Attorney) is up to date
  • ensure that you maximise your annual directors’ pension allowance
  • evaluate and update your employee benefits requirements
  • review and strengthen your business insurances:
    • Keyman Insurance
    • Professional Indemnity insurance (PII)
    • Public liability insurance (PLI)

Help for you, your family & entrepreneurs

Mother and young daughter playing on the sofa at home

For you & your family

Our Lifetime Legacy Builder™ provides the blueprint for a comprehensive, effective approach to family wealth management. You’ll have all the key elements you need for your particular family circumstances.

wealthy entrepreneur on the phone in his office doing business

For Entrepreneurs

Coming soon – our Private Office Service for High-Net-Worth investors. We also have Aetas Club which offers high quality lifestyle events and experiences – from investments in art and wine to classic cars.