Welcome to Aetas Wealth
Aetas Wealth offers integrated advice on all matters of personal and business finance with a strong focus on pensions, investments and protection.
Expert Advice for you and your family
Our advisers work closely with you to understand your goals, priorities, and concerns, creating a personalised financial plan that evolves as your life does. We look at the bigger picture, covering every aspect of your financial wellbeing, from pensions and investments to protection and estate planning.
Whether you’re planning for retirement, building wealth, or safeguarding your family’s future, we provide clear, practical guidance to help you make confident decisions and stay on track. With Aetas Wealth, you’ll have trusted experts by your side, supporting you through every stage of life.
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We can help
Pensions & Retirement Planning
Take control of your retirement by reviewing existing pensions, consolidating savings, and aligning your investments with your long-term goals, giving you clarity, confidence, and peace of mind.
Protection
Protect what matters most by identifying potential risks and putting the right cover in place, ensuring your family, lifestyle, and business are supported when it matters most.
Inheritance Tax & Estate Planning
Protect and preserve your family’s wealth, ensuring your assets are structured efficiently to minimise Inheritance Tax and pass smoothly to future generations.
Investments
Make confident, well-informed investment decisions, creating a portfolio that grows with you and supports the life and legacy you want to build.
Independent Financial Planning - you can rely on
Aetas Wealth delivers clear, personal wealth management for individuals, families, and business owners across the UK. As part of Insight Financial Associates, we are backed by one of the country’s leading independent financial advice firms. With assets under management of over £4 billion, a national team of 55 advisers, and over 120 specialist staff, Aetas advises thousands of clients.
This strong foundation ensures that every recommendation we make is built to stand the test of time.
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.
Investment Management
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.
Protection
Protecting you, your family and your business in the event of anything unforeseen happening with the appropriate financial protection.
Financial Planning
Financial planning gives you a clear roadmap to build and preserve wealth, secure your retirement, and protect your family’s future,
Cash Flow Planning
Gain clarity and insight with detailed cash flow modelling, helping you understand your financial position today, plan confidently for the future.
Business Services
We help directors and their teams build financial wellbeing for the future, optimising retirement plans, maximising tax efficiency, and supporting leadership growth.
Areas of Expertise
From managing investments and optimising tax efficiency to protecting your estate and planning for succession, we ensure every aspect of your wealth is structured to meet your goals. Whether you’re looking to build financial security, safeguard your family’s future, or navigate complex business decisions, our personalised approach keeps your plans up to date and aligned with what matters most to you.
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 life is changing. From there, we create a clear 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 every step.
Why Clients Work With Us
Independent advice that puts your interests first
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, human approach, focused on your goals and your family
Whether you are preparing for retirement, planning a major life event, or simply want to get your finances organised, Aetas Wealth is here to help you make good decisions with confidence.
George Owens
Aetas provided insightful guidance that completely transformed my financial outlook. Highly recommended!
Max Tanner
The strategies from Aetas helped me optimize my portfolio and achieve peace of mind.
Kim Wexler
The expertise at Aetas made all the difference. They genuinely care about their clients’ success.
Billy Jackson
Professional, reliable, and thorough—my experience with Aetas has been outstanding.
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.
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.