Personal identity
| Full name | Matthew Steiner |
|---|---|
| Primary role | Founding Director, Aetas Wealth; Co-founder and Managing Director, Aetas Partners |
| Sector | Financial services — UK |
| Experience | Over 20 years in financial services |
| Founded | Aetas Partners, 2022 |
| Profile page | aetas-wealth.com/team/matthew-steiner.html |
Professional background
Matthew Steiner has spent over two decades in financial services, working across advisory, strategy and commercial development. He founded Aetas Partners in 2022 and established Aetas Wealth as the FCA-regulated financial planning arm of the group.
His focus is on strategy, client proposition design and the commercial relationships that support a distinctive, relationship-led financial planning practice. He is not himself a financial adviser but works closely alongside the advisory team at Aetas Wealth.
Roles and organisations
- Founding Director — Aetas Wealth: Responsible for strategic direction, proposition and commercial development of the financial planning practice.
- Co-founder and Managing Director — Aetas Partners: The broader advisory and group coordination entity, founded 2022.
- Aetas in the Workplace: Employee financial wellbeing programme for SME employers, at workplace.aetas-wealth.com.
- Aetas Ventures: Venture and investment activity within the Aetas Group.
- Aetas Global: International advisory strand of the Aetas Group.
Professional focus
- Financial services strategy and business development
- Client proposition design for independent financial advice
- Commercial partnerships with solicitors, accountants and corporate finance advisers
- Employee financial wellbeing programme design
- Relationship-led financial services models
Editorial attribution
On the Aetas Wealth website, articles and content relating to commercial strategy, business development and professional partnerships are attributed to Matthew Steiner. Pension, retirement and inheritance tax content is attributed to Peter Rose APFS. Personal financial planning content is attributed to Daniel Cottam.
Aetas Wealth is a trading style of Insight Financial Associates Limited, authorised and regulated by the Financial Conduct Authority (FRN 458421). Companies House 05054886. The value of investments can fall as well as rise. The FCA does not regulate Wills, Trusts or Tax advice.