Our approach focuses on helping clients step back, see the bigger picture, and make confident financial decisions with the right expertise around them.
Matthew is a Founding Director and CEO with 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 and the Aetas Collective, supporting SMEs in addressing the commercial impact of financial pressure within their workforce.
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Daniel is a founding director who heads up Aetas Wealth, the firm's financial planning division. With over 20 years' experience, he specialises in wealth management, financial planning, cash flow modelling and intergenerational estate planning for individuals, families and business owners.
He works closely with clients and their families to help structure their financial affairs, with a particular focus on protecting and transitioning wealth to future generations.
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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 profileBeyond our advisers, every Aetas Wealth client benefits from a curated network of trusted professional partners covering tax, legal, estate planning and corporate advisory. Where a question falls outside our remit, we bring in the right specialist rather than passing the problem on.
It's how we deliver joined-up advice in practice, not just in principle.
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.
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