Aetas Wealth works with solicitors, accountants and professional trustees across the UK, providing independent financial planning advice in situations where coordinated tax, legal and financial input is needed.
Most of our work with introducer relationships sits around significant life events. A business sale. The transition into retirement. A bereavement or change in family circumstances. The Finance Act 2026 changes to pension inheritance tax. The kinds of situation where the right answer needs financial planning, tax and legal input to pull in the same direction.
We are the specialist financial planning brand of Insight Financial Associates, one of the UK's longest-established independent advice firms, with access to over 50 advisers nationally and more than £4 billion under management.
We are introduced to clients most often by professionals working on matters that need a coordinated team.
Wills, trusts, probate, lifetime planning and powers of attorney.
Owner-managed businesses, partnerships, and high net worth individuals.
Professional trustees and trust corporations.
Exit specialists and corporate finance advisers.
The Finance Act 2026 changes taking effect in April 2027. Helping clients revisit pension structuring, beneficiary nominations and combined family planning, before the rules change.
Retirement income, long-term care funding, and estate transition, coordinated as one plan rather than as separate questions.
Extraction strategies, succession, exit and post-exit planning, alongside the corporate finance and tax work your firm is already doing.
Gifting, trusts, family investment companies and protection, fitted alongside the legal and tax structures your firm has put in place.
Portfolios implemented to sit consistently alongside the legal and tax structure, not pulling in a different direction.
We see our role as one part of the wider team supporting your client. The legal, tax and financial work pulling in the same direction.
We work on the basis that your relationship with the client is the primary one. That shapes how we engage.
A short call or note, scoping the client situation and what role you would like us to play.
A no-obligation initial conversation, free of charge. You are welcome to attend. We agree scope and fees before any work begins.
You see the financial planning conclusions and the reasoning behind them, so the wider client team stays aligned.
On valuations, nominations, trust drafting and tax points, we work directly with your firm to the timeframes set by the matter.
Chartered Financial Planner & Pensions Specialist
Over 50 years' experience advising private clients, families and business owners. Peter leads our work on retirement, decumulation and the 2027 pension and inheritance tax changes.
Financial Planner
Over 20 years' experience. Daniel specialises in wealth management, cash flow modelling and intergenerational estate planning for individuals, families and business owners.
Aetas Wealth was founded by Matthew Steiner, Founder and CEO. Matthew is a business consultant rather than a financial adviser, and leads the firm and the development of Aetas in the Workplace.
The Financial Conduct Authority does not regulate Wills, Trusts or Tax advice. Tax treatment depends on individual circumstances and may change in the future. The value of your investments can go down as well as up, so you could get back less than you invested.
If you have a specific client matter to discuss, or would like an introductory conversation about how we work, we are happy to talk on a no-obligation basis.
Book a conversation