Financial planning for you & your family

Feel secure

Because your financial foundations are now in place

Feel reassured

Because you’re planning to achieve your financial goals

Feel confident

Enjoy life knowing you’ve provided a legacy for your loved ones

Planning for the future

Husband and wife reviewing their finances together

Family life today can be more complicated than ever before

Navigating the financial requirements for each generation of your family can be time consuming and require you to seek out specialist expertise to ensure you receive the appropriate advice.

Once your plans are in place, keeping them updated will be a high priority so that you can ensure that your family is protected over time – because you never know what life will throw at you next!

Husband and wife reviewing their finances together

Don't put off till tomorrow, what you can do today

Couple enjoying their retirement holiday because they have finacial plans in place

Starting planning is the most important thing you can do

It doesn’t matter what your circumstances are or where you are in life, you can always make positive steps to secure your financial well-being. Remember, every journey starts with the first step and by taking it now you’ll take control of your financial future and wellbeing.

Knowing who to talk to about your financial planning is the key to your success.

Our team is highly experienced and our platform brings together trusted advisory services in one place, to provide a joined up solution to your financial wellbeing. You’ll have the expertise you need at every stage in your life journey.

So, don’t leave making important decisions until tomorrow, as it may be too late.

Introducing the Aetas Partners Lifetime Legacy Builder™​

Providing you with an integrated, comprehensive, and expert approach to your financial wellbeing, in one place.

image showing the 4 steps in the Lifetime Legacy Builder process

Stage 1 Foundation: A thorough review of your circumstances to help you identify any gaps. You’ll feel secure as we help you put your firm foundation in place.

Stage 2 Planning: Create a plan to achieve your lifetime goals, with the flexibility to adjust as priorities change. Then feel reassured you’ve planned for life’s unexpected challenges.

Stage 3 Legacy: Enjoy later life and leave a secure legacy for your loved ones. Feel confident that your loved ones are supported when the time comes.

Stage 4 Transfer:​ Feel supported throughout the challenging process of inheriting wealth – and then with establishing the firm foundation for your financial wellbeing.

The collaborative, integrated approach of the Lifetime Legacy Builder™ provides you with :
  • Expert advisers who work together to ensure you receive a comprehensive solution for your needs including Wealth Management, Estate Planning and Mortgage Services
  • A cohesive approach which saves time, unnecessary expense and frustration
  • Information that empowers you to explore future financial plans with confidence, assurance and clarity.

Take your first step

1. Let's chat

Exploring what matters most for you and your family

2. We'll listen

Putting firm foundations in place for your family

3. Expert guidance

Feel reassured and ready for whatever life may throw at you and your family

Client Stories

middle-aged woman relaxing at home

Susan's story - building a secure financial future

“It was hard to deal with personal loss, and navigate the complexities of inheritance. I was devastated to lose my mother and it was a tough time for me emotionally and financially. Having inherited £800,000 from the sale of my mother’s house – a significant sum of money that I had never had before – left me feeling anxious about making the right decisions for my family’s future.”

Martin's story - creating a lifetime plan

father holding his baby son, sitting indoors at home

“My friend nearly died. His accident was my wake-up call to the fact I had no provision in place for my family. Like me, he has a young family and the shock of seeing him in hospital, made me consider my situation, as well as his. How would I cope if I couldn’t work for a long period of time?”

father holding his baby son, sitting indoors at home

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

Let's start your financial planning

We’d love to help you achieve the dreams you desire for your family, both now, and in the future. We’ve helped many people realise their tax goals and lifetime plans – and now we’d like to help you. Simply start with a call.

A young mother and daughter leaving a hotel and enjoying life thanks to financial planning

We also help wealthy entrepreneurs and business owners

wealthy entrepreneur on the phone in his office doing business

For your wealth

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.

Male business owner and female support staff working in the office

For your SME business

Whether you’re an owner, director or shareholder, Aetas Partners provides an effective framework, advice and support to navigate your way through business challenges – whatever the stage of your business.

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