Contact
Get in touch
If you would like to review your finances, plan for retirement, or explore ways to structure your wealth more efficiently, we would be happy to have an initial conversation.
Enquiry form
Send us a message
Tell us a little about what you’d like to discuss, and one of our advisers will be in touch within one working day.
Data protection. You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential and held in accordance with the Data Protection Act 2018. By submitting this form you agree that your information may be used to provide you with details of services and products in writing, by email or by telephone.
Before you get in touch
What to expect from an initial conversation
Our initial conversations are straightforward and carry no obligation. We want to understand your situation first, before offering any view on whether and how we can help.
Who we typically work with
Individuals, families and business owners who want structured, ongoing financial planning advice. Many clients come to us at moments of change, approaching retirement, receiving an inheritance, selling a business, or navigating pension decisions ahead of the 2027 IHT changes.
What happens after you get in touch
One of our advisers will respond within one working day to arrange a short introductory call. There is no pressure and no commitment, we want to make sure we are the right fit before either party proceeds.
Regulated advice
Aetas Wealth trades as a business name of Insight Financial Associates Ltd, which is authorised and regulated by the Financial Conduct Authority (FRN 458421). All advice is personal, regulated and fully documented.
Our fees
We operate on a transparent fee basis with no hidden charges. Our initial meeting is complimentary. Full details are set out on our fees page.
Common questions
Frequently asked questions
How quickly will I hear back?
We aim to respond to all enquiries within one working day. If you submit a form or email on a weekend or bank holiday, we will be in touch the next working morning.
What happens after I make contact?
We will arrange a short initial conversation, free and with no obligation, to understand your situation and confirm whether we are the right fit. Nothing is recommended or agreed at that stage.
Do I need to prepare anything before the first call?
No. Most people come to the first conversation with a broad sense of what they would like to discuss, a pension, an inheritance, a business event, and we take it from there.
Can I meet in person?
Yes. Our office is at 13 Hanover Square, Mayfair, London W1S 1HN. We hold meetings in person and remotely depending on what suits you.
Is my information kept confidential?
Yes. All information you share with us is treated as confidential and handled in accordance with the Data Protection Act 2018 and our privacy policy. We do not share your details with third parties without your consent.