Joined-up advice, built around what matters to you
From managing investments and optimising tax efficiency to protecting your estate and planning for succession, we help ensure every aspect of your wealth is structured to meet your goals. Whether you're looking to build financial security, safeguard your family's future, or navigate complex business decisions, our personalised approach keeps your plans up to date and aligned with what matters most to you.
Services for personal planning
Eight core service areas, working together as a single, integrated plan.
Pensions and inheritance tax in 2027
From 6 April 2027, most unused pensions fall within the estate for inheritance tax. Read what is changing and what it means for your planning.
Cash Flow Planning
Gain clarity and confidence with forward-looking cash flow modelling for life and legacy.
Find out moreDirector and Owner Advisory
Bespoke planning for directors and business owners, focused on preservation, growth and your family's long-term objectives.
Find out moreEstate Planning & Inheritance Tax
Protect generational wealth and minimise IHT with tailored, forward-thinking estate planning strategies.
Find out moreFinancial Planning
Strategic, personalised financial planning designed to evolve with your life, your goals and your legacy.
Find out morePensions & Retirement Planning
Plan for a secure, flexible retirement with structured pension strategies and expert guidance.
Find out moreProtection Planning
Safeguard your family and finances with intelligent, tax-efficient protection aligned to long-term goals.
Find out moreInvestments
Bespoke investment solutions focused on preservation, growth and your family's long-term objectives.
Find out moreLater Life Planning
Estate planning, pension legacy and family wealth transfer for clients in their seventies and beyond.
Find out moreA calm, considered approach to your finances
- Independent advice focused on your interests
- Clear and transparent guidance, free from jargon
- Long-term support, not one-off transactions
- Coordination with your accountant, solicitor and other advisers where it helps
- A personal approach focused on your goals and your family
Whether you are preparing for retirement, planning a major life event, or simply looking to organise your finances, Aetas Wealth helps you make informed decisions with confidence.
Advice that fits how you actually live.
Pensions, ISAs, investments and protection - in plain English, around what matters to you. We have built a dedicated part of our practice for people at this life stage.
Get in touch
Book an initial conversation with one of our advisers. There's no obligation, just a chance to talk through your circumstances and explore how we might help.
Book a meeting