The people you will work with
One adviser, from first conversation onward
You will meet your adviser at the first conversation and work with the same person throughout, someone who knows your full financial picture, your goals and your family.
Matthew Steiner
25+ years' experience in financial services and business advisory. Matthew leads the commercial side of the practice and the development of Aetas Workplace.
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Peter Rose APFS
Chartered Financial Planner and Pensions Specialist with over 50 years' experience. Peter leads our pension inheritance tax planning and the Finance Act 2026 work.
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Daniel Cottam
Financial Planner with over 20 years' experience helping individuals and families plan, protect and pass on their wealth at every stage of life.
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Shane Frank
Financial Adviser helping business owners, professionals, families and individuals plan for the future, protect what they’ve built and bring their personal and business finances together.
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Talk to an adviser who stays with you
No call centre, no rotating team. One adviser who knows your full picture.
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