Director, Aetas Wealth

Daniel Cottam

Founding Director and head of Aetas Wealth, with over 20 years' experience specialising in wealth management, financial planning and intergenerational estate planning.

Daniel is a founding director of Aetas Partners and heads up Aetas Wealth, the firm's financial planning division. He leads a team of advisers dedicated to delivering clear, personalised advice that aligns with each client's personal, family and business goals.

With a strong focus on helping families and individuals define their objectives, Daniel ensures these goals are achieved through seamless collaboration across the Aetas network of professional advisers. He acts as a central coordinator, bringing together specialists so the advice is connected rather than scattered.

Daniel began his career as a stockbroker, gaining valuable experience in business development, marketing and sales across multiple industries. Over a decade ago he transitioned into financial services, qualifying as a financial adviser and applying his broad expertise to help clients achieve their long-term financial ambitions.

Today, Daniel advises a wide range of clients, including families and business owners, with particular expertise in the inheritance economy. He provides comprehensive financial and estate planning designed to build lasting stability and preserve wealth across generations.

Through his collaborative approach and commitment to delivering client-focused solutions, Daniel plays a pivotal role in ensuring every Aetas client receives coordinated, high-quality advice that supports their long-term aspirations.

Aetas Wealth is a trading style of Insight Financial Associates Ltd, authorised and regulated by the Financial Conduct Authority (FCA) under registration number 458421. Advice provided by named advisers is given on behalf of the firm. The Financial Conduct Authority does not regulate Wills, Trusts or Tax advice.

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