Book a free conversation.
No obligation. No sales pitch. Just an honest conversation about your business, your personal finances, and whether there is a better way to structure both.
Peter Rose APFS
Chartered Financial Planner · Aetas Wealth
Business owner planning: your first conversation
This is not a sales call. The first conversation with Aetas Wealth is free, lasts around 30 to 45 minutes, and is designed to help you understand whether specialist financial planning for business owners can make a material difference to your position.
Peter Rose APFS will ask about your business structure, how you extract income, your existing pension and protection arrangements, and what you want to happen when you eventually exit. You do not need detailed figures to begin.
At the end of the call, Peter will give you an honest view of whether Aetas Wealth can help, what that would involve, and what it would cost. There is no obligation to proceed.
- ✓ Free, no-obligation initial conversation
- ✓ By phone or video, UK-wide
- ✓ Regulated financial advice under FCA registration 458421
- ✓ You speak with a qualified adviser, not a call handler
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What we cover with business owners
The first conversation is about understanding where you are and what you are trying to achieve. We will typically explore:
- ✓ Tax-efficient profit extraction and the most effective way to build wealth through your business
- ✓ Pension planning for directors, including the Finance Act 2026 pension inheritance tax changes
- ✓ Business protection, shareholder agreements, and key person cover
- ✓ Exit and succession planning, including business relief and estate planning
Aetas Wealth is a trading name of Insight Financial Associates Ltd, authorised and regulated by the Financial Conduct Authority (FRN 458421).