Welcome to Aetas Wealth

Independent financial advice you can count on

Aetas Wealth

Aetas Wealth - Building better relationships through prosperity

Aetas Wealth is a wealth management company based in Norwich with reach across the UK.

Aetas Wealth offers integrated advice on all matters of personal and business finance with a strong focus on pensions, investments and protection.

As part of Insight IFA Group and through our many years in business we have continuously aimed to be the very best at what we do! We offer outstanding financial advice and support across the board to a diverse client base which includes businesses and individuals.

As our business continues to grow and we build on our reputation for excellence we want our clients to feel looked after. It is this dedication to our customers that makes us stand out from the crowd.

Aetas Wealth - the gateway to your financial freedom

Wealth Management

Client Testimonials

A big thank you to our clients who left us a review

“We have known Chris Macey for many years and always feel we can trust his knowledge & advice, we would not want anyone else or other company to handle our financial matters.”

Mr & Mrs Stevenson

Client

“I was very impressed and satisfied with all aspects of the service received from our Insight adviser. Thank you for all your help.”

Ms Garner

Client

“We would not have been able to have the lifestyle we now enjoy without the excellent advice we have received over the last ten years.”

Ian & Rosie Payne

Client
Aetas Wealth

Aetas Wealth Areas of Expertise

Wealth management that truly makes a difference.

Pensions

Pensions

It is likely that your pension may be the most important investment you make in your lifetime, so it is vital that your pension is managed by experts. 

Tax Fee Protection

Investments

Whether you are looking to start a new investment portfolio, seeking advice on which assets to invest in, or you have an existing portfolio we can help.*

HR Services

Protection

Protecting you, your family and your business in the event of anything unforeseen happening with the appropriate financial protection.

Tax

Personal & Private Client Tax

Sensible, smart and mainstream, non-provocative tax planning, advisory and consulting.**

Advisory and strategy planning

Advisory & Strategy Planning

Aetas Wealth can help you achieve your goals, implement plans and stay on track.

Corporate Finance

Corporate Finance

Aetas Wealth are corporate finance experts and will help you to grow and realise the capital built up in your business.

*The value of your investments can go down as well as up, so you could get back less than you invested.
**The Financial Conduct Authority does not regulate tax advice.

Meet The Team

Say hello to the Aetas Wealth team

Daniel Cottam

Daniel Cottam

Aetas Wealth

Jason Howard

Jason Howard

Aetas Wealth

Mike Phillips

Mike Phillips

Aetas Wealth

Daniel Appleton

Daniel Appleton

Aetas Wealth

Sarah-Nelis

Sarah Nelis

Aetas Wealth

Kritesh Patel

Kritesh Patel

Aetas Wealth

Chris Woodhouse

Chris Woodhouse

Aetas Wealth

Ashley Filby

Ashley Filby

Aetas Wealth

Jonathan Poole

Jonathan Poole

Aetas Wealth

male-silhouette

Andrew Gregory

Aetas Wealth

Philip Donnelly

Phil Donnelly

Aetas Wealth

Bethan Beemer

Bethan Beemer

Aetas Wealth

Jake Holmes

Jake Holmes

Aetas Wealth

Harriet Davis

Harriet Davis

Aetas Wealth

Aetas Wealth

Our latest news and events

So what's been happening at Aetas Wealth?

HSBC rescues SVBs UK arm

HSBC rescues SVB’s UK arm – What’s happened?

Silicon Valley Bank, the 16th largest bank in the US, was shut down by the country’s ...
Spring Budget

Spring Budget 2023 – Key Announcements

Jeremy Hunt, the Chancellor of the Exchequer, has delivered his Budget, in which he unveiled big ...
State Pension

Can I get a state pension if there are gaps in my National Insurance record?

Typically, a person who receives a state pension will have made 35 years’ worth of National ...
Financial Market April 2023

Market Commentary April 2023

Introduction The defining story of this month has been the collapse of Silicon Valley Bank and ...
Early Retirement

Can you afford to retire early?

Early retirement – retiring any time before the state pension age of 66 – is the ...
UK Business

Confidence Growing Among UK Businesses

The headlines have been full of grim economic news for a while. From talk of imminent ...

Need some help with pensions, investments or protection?

Call us today 020 3633 0579 or email info@aetas-wealth.com for instant help!

Aetas Wealth

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Book an appointment with us today!

Wealth Management