Book a free conversation.
No obligation. No sales pitch. Just an honest conversation about whether your income, investments, and estate are structured to give you the security and flexibility you need.
Peter Rose APFS
Chartered Financial Planner · Aetas Wealth
In retirement: your first conversation with Aetas
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 a review of your financial arrangements in retirement could improve your position.
Peter Rose APFS will ask about your current income sources, pension drawdown arrangements, investment portfolio, and how you are thinking about passing wealth to the next generation. You do not need detailed paperwork. A general picture is enough to start.
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 clients in retirement
The first conversation is about understanding where you are and what you are trying to achieve. We will typically explore:
- ✓ Whether your drawdown strategy is sustainable and tax-efficient for your lifetime
- ✓ The Finance Act 2026 pension inheritance tax changes and how they affect your estate
- ✓ Care cost planning and how to protect assets while maintaining flexibility
- ✓ Estate structure, gifting strategy, and passing wealth to the people you care about
Aetas Wealth is a trading name of Insight Financial Associates Ltd, authorised and regulated by the Financial Conduct Authority (FRN 458421).