Welcome to Aetas Wealth
Aetas Wealth provides financial advice to individuals and business owners, helping them plan their pensions, investments, protection and inheritance tax.
Independent Financial Planning
For You, Your Family and Your Future
Aetas Wealth provides independent financial advice to individuals and business owners, helping them plan pensions, investments, protection and inheritance tax.
As part of Insight Financial Associates, one of the UK’s leading independent financial advice firms, clients benefit from the strength of a national advice network.
Insight manages over £4 billion of assets and has a team of more than 55 advisers supported by over 120 specialist staff. This provides a strong foundation to support clients with clear and practical financial advice.
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What Clients Typically Need Help With
Retirement Planning
Review your existing pensions, consolidate savings where appropriate, and align your investments with your long-term retirement plans. This helps provide greater clarity and confidence about your future.
Protection Planning
Protect your income and your family against unexpected events such as illness or loss of life. The right protection can provide financial security and peace of mind.
Inheritance Tax Planning
Understand how inheritance tax may affect your estate and explore practical ways to pass on wealth more efficiently. Planning early can help protect more of your assets for your family.
Investment Management
Build and manage investments that support your long-term financial goals. Advice focuses on creating a balanced approach that reflects your time horizon, objectives, and attitude to risk.
Cash Flow Planning
Cash flow modelling helps you understand your current financial position and explore how future decisions may affect your long-term plans.
Financial Planning
Financial planning brings together pensions, investments, protection and tax planning to help you build, manage and pass on your wealth.
Business Planning
We support business owners and leadership teams with financial planning, tax-efficient retirement strategies and workplace financial wellbeing.
Expert Advice for you and your family
Our advisers take time to understand your goals, priorities and concerns. They then create a financial plan that can adapt as your circumstances change. Advice covers the key areas of personal finance, including pensions, investments, protection and estate planning.
Whether you are planning for retirement, building wealth, or thinking about how to support your family in the future, Aetas Wealth provides clear and practical guidance to help you make informed financial decisions.
Our Process
1️⃣ Initial conversation
Understand your goals and circumstances.
2️⃣ Financial plan
We bring together pensions, investments, protection and tax planning.
3️⃣ Ongoing advice
Regular reviews keep your plans aligned with your life.
Areas of Expertise
From managing investments and tax planning to protecting your estate and planning for succession, we help ensure your wealth is structured to support your long-term goals and your family’s future
Meet the team
Daniel Cottam
Aetas Wealth
Jason Howard
Aetas Wealth
Mike Philips
Aetas Wealth
Daniel Appleton
Aetas Wealth
Ashley Filby
Aetas Wealth
Sarah Nelis
Aetas Wealth
Chris Woodhouse
Aetas Wealth
Jonathan Poole
Aetas Wealth
Jake Holmes
Aetas Wealth
Bethan Beemer
Aetas Wealth
Our Approach
We believe good advice should feel simple, personal and joined-up. Your adviser takes time to understand your goals, your concerns and how your circumstances may change over time. From there, we create a clear financial plan that brings every part of your finances together, including:
Retirement planning
Investments and wealth management
Estate and inheritance tax planning
Protection for your family or business
Planning around business ownership and exit
Our role is to help you move forward with confidence, supported by expert guidance at each stage of your financial journey.
Why Clients Work With Us
Independent advice focused on your interests
Clear and transparent guidance, free from jargon
Long-term support, not one-off transactions
Access to a wider network of tax, legal and business specialists
A calm, personal approach focused on your goals and your family
Whether you are preparing for retirement, planning a major life event, or simply looking to organise your finances, Aetas Wealth helps you make informed decisions with confidence.
George Owens
Before speaking with Aetas Wealth, my finances felt a little fragmented and difficult to manage. They helped bring everything together into a clear financial plan and explained each step along the way. I now feel much more confident about my long-term future.
Max Tanner
I wanted to make sure my investments and pensions were structured properly for the long term. Aetas Wealth reviewed my existing arrangements and helped me make some sensible adjustments. The process was straightforward and the advice was clear and practical.
Kim Wexler
What stood out most about Aetas Wealth was the time they took to understand my circumstances and what mattered to me. Their advice was thoughtful, easy to understand and focused on helping me make informed decisions for the future.
Billy Jackson
Working with Aetas Wealth has helped me organise my finances properly for the first time. Their advice has been clear, professional and focused on my long-term goals.
Contact us
Aetas Wealth provides thoughtful and intelligent financial planning services to help you better understand and manage your money.
Aetas Wealth is a trading style of Insight Financial Associates Ltd, which is authorised and regulated by the Financial Conduct Authority (FCA) under registration number 458421. Insight Financial Associates Ltd is a company incorporated in England and Wales with company number 05054886. Its registered office is located at Insight House, 7a Alkmaar Way, Norwich International Business Park, Norwich, NR6 6BF.
Data Protection
You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone. By submitting this information, you have given your agreement to receive contact from us.
For more information, please visit the Privacy policy below. By submitting the form, you agree that we may process your information in accordance with this policy.
Registered Address
Aetas Wealth
Insight House
7a Alkmaar Way
Norwich International Business Park
Norwich
NR6 6BF
London Office
Aetas Wealth
13 Hanover Square
London
W1S 1HN
Other Information
© Aetas Wealth 2025 All Rights Reserved | Privacy Policy
Aetas Wealth is a trading style of Insight Financial Associates Ltd which is authorised and regulated by the Financial Conduct Authority under registration number 458421.
Insight Financial Associates Ltd is a company incorporated in England under No. 05054886 and whose registered office is Insight House, 7a Alkmaar Way, Norwich International Business Park, Norwich, NR6 6BF.
The Financial Conduct Authority does not regulate Wills, Trusts or Tax advice. The value of your investments can go down as well as up, so you could get back less than you invested. The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK. A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 0234 56.