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
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!
Don't put off till tomorrow, what you can do today
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.
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
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
“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?”
From difficulty to peace of mind
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".
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.
We also help wealthy entrepreneurs and business owners
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.
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.