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Both advisers are qualified and FCA-regulated. We match you to the right person based on where you are in life.
Young Professionals · 30s & 40s · Mid-Life
Speak with Daniel Cottam
Daniel works with clients who are building their financial foundations, planning ahead in their 30s and 40s, and navigating the mid-life planning decisions that matter most.
- Young Professionals
- Planning in Your 30s & 40s
- Mid-Life Planning
Business Owners · Retirement · Legacy
Speak with Peter Rose APFS
Peter is a Chartered Financial Planner and specialist in pensions, retirement income and estate planning. He works with business owners, those approaching or in retirement, and clients focused on legacy planning.
- Business Owners
- Approaching Retirement
- In Retirement & Leaving a Legacy
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Daniel Cottam
Peter Rose APFS
Aetas Wealth is a trading style of Insight Financial Associates Limited, authorised and regulated by the Financial Conduct Authority (FRN 458421). Initial conversations are free and carry no obligation.