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
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Free and no obligation
Video call or in person
FCA-regulated advice (FRN 458421)
Transparent fees, no commissions
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).