Matthew Steiner — Commercial Director

Matthew has 25+ years' experience in financial services. He works closely with business owners and leadership teams, helping them step back and bring greater structure and clarity to both their business and personal financial position. He leads the development of Aetas Workplace, supporting SMEs in addressing the commercial impact of financial pressure within their workforce.

Business owners and leadership teams

Matthew works closely with business owners and leadership teams to help them bring greater structure and clarity to both their business and personal financial position. Through Aetas Workplace, he supports SME organisations in addressing the commercial impact of financial pressure within their workforce, aligning employee benefits, financial wellbeing and broader workplace initiatives to improve engagement, resilience and performance.

A joined-up model of advice

Collaboration is central to Matthew's approach. He champions a more integrated model of advice, combining technical expertise with practical delivery to create meaningful, lasting outcomes for clients and their families, and coordinates support across personal, family and business objectives.

Frequently asked questions

What is Matthew's role at Aetas Wealth?

Matthew leads the commercial side of the practice, including professional partnerships and business-owner client relationships, and the development of Aetas Workplace. His background is in financial services strategy and advisory.

Does Matthew provide financial planning advice?

Matthew's primary role is in business development and strategic advisory. For regulated financial planning, clients work with Peter Rose or Daniel Cottam, both authorised advisers. Matthew supports the wider client relationship.