You've taken estate planning advice from TLS Solicitors. Aetas Wealth can help ensure your pensions and wider finances reflect that, so the plan you've put in place really works in practice.
A simple, three-step approach designed around your time, your priorities and your peace of mind.
Around 30 minutes by phone, video or in person. Your adviser listens to your goals, your circumstances and what matters most to you.
If it makes sense to take things further, your adviser brings together pensions, investments, protection and tax planning into a single, joined-up plan.
Regular reviews keep your plan aligned with your life as your circumstances change. You are supported at each stage, not left to work it out alone.
Aetas Wealth provides independent financial advice to individuals, families and business owners. Our advisers help with pensions, investments, protection, inheritance tax and broader financial planning.
As part of Insight Financial Associates, one of the UK's leading independent advice firms, clients benefit from the strength of a national network managing over £4 billion of assets, supported by more than 55 advisers and 120 specialist staff.
Share a few details and we will be in touch to arrange a time that suits you.
