Independent advice on pensions, investments, inheritance tax and the new 2027 rules, for individuals, families and business owners across the UK.
You will meet your adviser at the first conversation and work with the same person throughout.
Chartered Financial Planner & Pensions Specialist
Over 50 years' experience advising private clients, families and business owners. Peter focuses particularly on the transition into retirement and the years that follow, and leads our work on the 2027 pension and inheritance tax changes.
Book a conversation with PeterFinancial Planner
Over 20 years' experience. Daniel specialises in wealth management, financial planning, cash flow modelling and intergenerational estate planning for individuals, families and business owners.
Book a conversation with DanielAetas Wealth was founded by Matthew Steiner, Founder and CEO. Matthew is a business consultant rather than a financial adviser, and leads the firm and the development of Aetas in the Workplace.
At the heart of what we offer is financial planning: bringing every part of your finances together into one clear plan, built around your life, your goals and your family. Our specialist services sit within that.
Make sense of the pensions you have, plan what you will need, and decide how to take it.
Learn morePass on more of what you have built. Plain-English advice on the Finance Act 2026 changes.
Learn moreFor clients in their later years, focused on income sustainability, care planning and estate transition.
Learn moreBuild a portfolio that fits your goals, your timescale and your tolerance for ups and downs.
Learn moreSee whether your money will last, and how today's decisions play out over the years ahead.
Learn moreThe right cover so your family stays financially secure if life takes a sudden turn.
Learn morePersonal and business finances planned together, from how you take income through to how you eventually step back.
Learn moreFinancial wellbeing for your team, treated as a business performance intervention rather than an HR benefit.
Learn moreKey person cover, shareholder protection and the policies that keep a business resilient if something goes wrong.
Learn moreMost clients don't arrive with a clear list of what they need. They arrive with a question, a worry or a moment of change, and want help working out what to do about it. That's where we start too.
The first conversation is free. We'll talk through your situation, explore the options open to you, and you decide whether to take it further. No obligation, no products discussed, no charge.
Whether you are preparing 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.
Backed by the strength of a national firm
Through our parent firm, Insight Financial Associates
Real examples of the situations we work through. Names and identifying details have been changed, but the situations, the planning and the outcomes are real.
Three pensions from past jobs, no clear picture, and a dawning sense that they had no idea whether retirement at 60 was actually realistic.
Read the case study Director and owner advisoryFive years out from selling the business, no real personal financial plan in place, and a growing concern about how much of the proceeds would actually reach the family.
Read the case study Later Life PlanningA widow in her early 70s with a complicated mix of inherited investments, no clear income strategy, and a strong sense that the existing arrangements were not built for her.
Read the case studyIf you would like to review your finances, plan for retirement, or just talk something through, we are happy to have an initial conversation.
Book a meetingA 30-minute call, video or in person. Free and no obligation.
We work alongside private client solicitors, accountants, professional trustees and corporate finance advisers across the UK, on matters where coordinated tax, legal and financial input is needed.
