Independent · FCA-regulated · Lifetime to Legacy
Independent financial planning that stays with you throughout your life.
Independent advice on pensions, investments, inheritance tax and the new 2027 rules, for individuals, families and business owners across the UK.
What makes Aetas different
Advice built around you, not products
Your finances are personal. Behind every financial decision is your family, your ambitions, your business, your priorities and the future you are working hard to create.
That is why we start by understanding you, what matters most and what you want to achieve, before we ever consider solutions.
We take the time to listen, explain complex financial matters in plain English and help you make confident decisions without pressure, unnecessary jargon or advice that is not relevant to you.
Whether you are taking your first financial steps, planning for retirement, building your wealth, growing your business, protecting your family or passing on your legacy, we work alongside you as a long-term partner, adapting your financial plan as your life changes.
Technology helps us deliver an efficient service, but it will never replace personal relationships. You will always have access to experienced advisers who take the time to understand your circumstances and provide advice based on your goals.
Because when your adviser understands your life, they can help you make better financial decisions.
Helping you build, protect and transfer wealth with confidence.
What we do
One coordinated plan,
across every stage of life
Pensions, investments, inheritance tax, later life and protection, brought together.
Connecting your wealth and wellbeing
Good advice is about more than money. We plan around the life you want to live.
Wherever you are on the journey
Planning that grows with your life
From your first serious savings to leaving a legacy, we advise you through every stage, with the same adviser beside you the whole way.
The people you will work with
One adviser. One relationship. Throughout your life.
You will meet your adviser at the first conversation and work with the same person throughout, someone who knows your full financial picture, your goals, and your family. Not a call centre. Not a rotating team.
Insights
Guidance worth reading
£3.84 trillion of UK property wealth is held by those aged 62 to 80
Homeowners aged 62-80 hold £3.84 trillion in UK property. With frozen IHT thresholds, more families than ever are now in scope. What to know.
5 decisions to make before you retire
Retirement is about more than a date. Five decisions worth making before you retire: knowing your costs, your income, how to take it, how much risk to run, and how tax fits in.
Active vs passive investing: which is right for UK savers?
Active vs passive investing explained for UK savers: how each works, cost differences, when each makes sense, and how most investors should combine them.
The first conversation is free
Let’s talk about what matters to you
Whether you are planning for retirement, protecting your family, or thinking about your legacy, we are here to help. No obligation.
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