How we help
Case studies
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.
A business owner planning the right exit
How we helped a business owner planning to sell in five years align the sale with personal financial planning, IHT and family succession.
Read the case study →A couple in their late 50s, retiring with confidence
How we helped a couple in their late 50s consolidate pensions from multiple employers and retire two years earlier than they thought possible.
Read the case study →Bringing clarity after an inheritance
How we helped a recently widowed client make sense of inherited investments, restructure income and put a long-term plan in place.
Read the case study →Helping a business owner prepare for retirement and succession
How Aetas Wealth helped a business owner prepare for retirement, pension funding and succession with no existing financial plan.
Read the case study →Helping a family review their inheritance tax exposure
How Aetas Wealth helped a couple in their late sixties map their IHT exposure, restructure their estate plan and implement a gifting strategy.
Read the case study →Helping a professional organise their lifetime financial plan
How Aetas Wealth helped a professional in her late forties consolidate pensions, review protection and build a long-term financial plan.
Read the case study →Helping clients approaching 75 understand their pension options
How Aetas Wealth helped a client approaching 75 review pension drawdown options, the Finance Act 2026 changes and lifetime allowance.
Read the case study →