Book a free conversation.
No obligation. No sales pitch. Just an honest conversation about where you are and whether Aetas Wealth can help you get to where you want to be.
Daniel Cottam
Financial Adviser · Aetas Wealth
Starting out: your first financial planning conversation
This is not a sales call. The first conversation with Aetas Wealth is free, lasts around 30 to 45 minutes, and is designed to help you work out whether financial advice is right for you at this stage of your career.
Daniel Cottam will ask about your current situation, your income, your savings, any pension you have through work, and what you're trying to achieve in the next few years. You don't need documents or detailed numbers. A general sense of where you are is enough to get started.
At the end of the call, Daniel will give you an honest view of whether Aetas Wealth can help, what that might involve, and what it would cost. There is no obligation to proceed.
- ✓ Free, no-obligation initial conversation
- ✓ By phone or video, UK-wide
- ✓ Regulated financial advice under FCA registration 458421
- ✓ You speak with a qualified adviser, not a call handler
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What we will cover in your first conversation
The first conversation is about understanding where you are and what you are trying to achieve, not selling you anything. Daniel will typically explore:
- ✓ Your current financial position, income, savings, any existing pensions or investments
- ✓ What you want your money to do, buying a home, building wealth, early retirement, or simply making better decisions now
- ✓ Whether a workplace pension, ISA, or broader financial plan makes sense for your situation
- ✓ How Aetas Wealth works, what regulated financial advice involves, and whether we are the right fit
Aetas Wealth is a trading name of Insight Financial Associates Ltd, authorised and regulated by the Financial Conduct Authority (FRN 458421).