Our approach focuses on helping clients step back, see the bigger picture, and make confident financial decisions with the right expertise around them.
Matthew Steiner
Matthew has over 20 years' experience in financial services. He works closely with business owners and leadership teams, helping them step back and bring greater structure and clarity to both their business and personal financial position.
He leads the development of Aetas in the Workplace, supporting SMEs in addressing the commercial impact of financial pressure within their workforce.
He leads the development of Aetas in the Workplace, supporting SMEs in addressing the commercial impact of financial pressure within their workforce.
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Daniel Cottam
Daniel helps individuals and families make confident decisions about their financial future, providing clear, personal advice for those looking to grow, protect and ultimately pass on their wealth.
With a strong belief that good financial planning starts with understanding people, he takes the time to learn about each client's circumstances, priorities and long-term goals. Daniel works with clients through every stage of life, from building and investing their capital, through to protecting their family, planning for retirement and creating a lasting legacy.
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Peter Rose
Peter is a Chartered Financial Planner and Pensions Specialist with over 50 years' experience advising private clients, families and business owners.
He focuses particularly on the transition into retirement and the years that follow, helping clients structure their affairs to support sustainable income, capital preservation and long-term planning across the decumulation years and beyond.
Read Peter's profile Full professional profileSpecialists when you need them
Financial planning is rarely the whole picture. Some questions sit with a tax adviser, a solicitor or a corporate adviser. Where that's the case, we coordinate with the right specialist rather than trying to be everything ourselves.
If you don't already have those relationships in place, we can introduce trusted professionals we've worked with.
Good advice rarely comes from one person working alone. It comes from the right people having the right conversations at the right time, with you in the room.
Like to meet one of the team?
Book a no-obligation initial conversation. We'll match you with the right adviser based on what you'd like to discuss.
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