Aetas in the Workplace
Partner & Ambassador Directory
A curated ecosystem of specialist partners, selected to support financial wellbeing and improve Return on Employee Investment. Every partner is introduced through the Aetas ITW engagement — ensuring employers access the right expertise at the right moment.
How it works
Senior professionals who support Aetas in the Workplace in a non-commercial, introductory capacity. Trusted voices who introduce the programme to business leaders, share its principles, and open doors to meaningful conversations. Their role is one of advocacy, relationships, and reach.
Specialist service providers who form the core of the Collective. Each partner is selected for their expertise, quality, and relevance to the Aetas ITW framework — delivering services directly to client organisations across seven core categories.
Programme Advocates
Nick has thirty years of senior leadership across international financial services, private wealth management, and global relationship development, with a career spanning Credit Suisse, Merrill Lynch, Clariden Leu, and Falcon Private Wealth. Co-founder of the UK chapter of the Financial Executives Networking Group, Nick brings a highly connected network of business leaders, senior executives, and professional advisers to the Aetas ITW programme.
Anne is a Chartered Accountant (Scottish) with twenty years across professional services, wealth management, and early-stage investment. Former head of PwC's Turnaround Panel in London and Development Director at Mattioli Woods, now focused on mentoring high-potential businesses and developing the Scottish Design Fund. Anne brings boardroom credibility and a broad network of business leaders and professional advisers to the Aetas ITW programme.
Jonathan is a Chartered Financial Planner with over 30 years' experience advising individuals and business owners. He is CEO of Richmond House Wealth Management, part of the IWP group, having previously been Managing Director of Carnelian Capital Management. Jonathan works closely with clients on long-term planning and has been appointed as Trustee and Executor on a number of estates. He brings strategic leadership and deep client insight to support sustainable growth and continuity.
The Network
A high engagement, retail savings app allowing employees to generate savings on their everyday shopping equivalent to a meaningful pay rise. Shop St. is also the ideal reward and recognition platform for employers — helping them reward performance, recognise contribution, and build a culture where people feel valued and motivated.
Book IntroductionA structured financial wellbeing programme designed specifically for SMEs, helping employers improve employee financial health and drive a measurable return on employee investment. Delivers financial education workshops, one-to-one guidance, and an employer diagnostic to identify where financial stress is affecting performance — combining regulated financial planning through Aetas Wealth with the broader expertise of the Collective.
Find Out MoreA digital-first wills and legacy planning platform that makes it straightforward for individuals to create and manage their will online, store important documents in a secure digital vault, and navigate end-of-life planning with clarity. Recipient of a £500,000 Innovate UK Smart Grant, Adeus is positioned to lead the shift to electronic wills as new legislation takes effect in England and Wales.
Book IntroductionA workplace wellbeing consultancy delivering accredited training, coaching, and consultancy that helps organisations build supportive, inclusive, and psychologically safe environments. Particular expertise in neurodiversity, hidden disabilities, and varied working styles. Services include wellbeing audits, personal development coaching, wellbeing talks, and bespoke training programmes.
Book IntroductionDelivers holistic wellbeing support covering physical, mental, emotional, and financial health through programmes, workshops, and a scalable digital platform. 360 Wellbeing gives employees practical, accessible support that improves resilience, reduces stress, and sustains performance.
Book IntroductionDelivers accessible, high-impact physical wellbeing solutions that help employees build strength, energy, and resilience at work and beyond.
Book IntroductionA specialist FIT tour operator based in Kent, curating tailored travel experiences that combine expert destination knowledge with a premium, personalised service. Dan Pratt, Director of Customer Experience, brings over twenty years of leadership in customer journey design to ensure every aspect of the experience is seamless and exceptional.
Book IntroductionHelps founders and leadership teams build trusted online authority through a simple, consistent content system. LPV Agency reduces the noise and pressure around visibility, helping leaders communicate confidently and consistently without overload.
Book IntroductionHelps individuals and businesses succeed without the hidden cost of stress. Using the mesotrauma® framework and proven, science-based methods, Uncouple delivers tailored solutions that reduce stress-driven underperformance, sharpen decision-making, and enable sustainable success.
Book IntroductionSupports leaders and teams with personal branding, internal communications, and clarity of messaging through coaching and workshops. UXL Marketing helps people represent themselves and the business with confidence and authenticity.
Book IntroductionCurates and commissions art to transform workplaces into inspiring, values-led environments, creating spaces that promote creativity, calm, and a positive workplace experience.
Book IntroductionA coaching, training, and mentoring business founded by Jayne Johnson, drawing on over twenty years of commercial and L&D experience. Better People delivers bespoke programmes covering leadership development, communication skills, resilience, and sales performance, working with individuals, SMEs, and multinationals.
Book IntroductionA customer experience strategy consultancy helping businesses build CX that is consistent, differentiated, and commercially effective. DAP Consultancy works with start-ups through to large corporations, delivering CX audits, strategy, training, and workshops that improve customer loyalty, reduce churn, and drive growth.
Book IntroductionProvides branded uniforms, clothing, and promotional materials with a fully managed, high-quality service. Fully Promoted reinforces belonging, professionalism, and pride through consistent, thoughtful branding.
Book IntroductionProvides trusted, senior-level HR support that helps organisations manage people challenges, reduce risk, and strengthen culture — with clear guidance and hands-on support aligned to the realities of running an SME.
Book IntroductionHelps businesses improve recruitment outcomes through better processes, tools, and decision-making. Rec Revolution supports employers in attracting and retaining the right people, reducing the stress, turnover, and disruption that poor hiring creates.
Book IntroductionDelivers mindset, confidence, and performance development for individuals and teams using applied psychology and leadership coaching. Brilliant Beyond Belief builds self-belief, emotional resilience, and clarity, enabling people to perform at their best under pressure.
Book IntroductionJoining the Collective shortly
Provides sustainability-led wellbeing and engagement initiatives that connect employee incentives with positive environmental and social impact.
Provides peer-group and one-to-one leadership development focused on decision-making, performance, and strategic clarity. Tenzing supports leaders directly, recognising that confident, well-supported leadership underpins healthy, high-performing teams.
Book IntroductionDelivers cybersecurity and information security consultancy to SMEs through fractional CISO and DPO services. KH InfoSec supports organisations in strengthening security governance, managing risk, and meeting regulatory requirements including ISO 27001, Cyber Essentials, SOC 2, and GDPR — protecting sensitive employee and business data and giving employers the confidence to operate and grow in an increasingly complex digital environment.
Book IntroductionThe Founding Organisation
Aetas Partners and Aetas Wealth are the founding organisations behind Aetas in the Workplace. Together they provide the financial planning expertise, advisory infrastructure, and programme design that sits at the core of the ITW proposition.
The founding organisation behind Aetas in the Workplace, bringing together financial expertise, specialist partner networks, and advisory capability to help employers improve employee financial wellbeing and business performance. Aetas Partners leads the design and delivery of financial education workshops, one-to-one guidance sessions, and wellbeing communications that help employees build financial confidence and make better-informed decisions.
The regulated financial planning and wealth management arm of Aetas Partners, operating as a trading style of Insight Financial Associates Limited (FCA registration 458421). Led by Daniel Cottam, Aetas Wealth provides holistic financial planning covering pensions, investment, protection, estate planning, and cashflow modelling — delivering the regulated advice that sits at the heart of the employee financial wellbeing proposition.
Regulated advice
Daniel Cottam
Aetas Wealth is a trading style of Insight Financial Associates Limited, authorised and regulated by the FCA (reg. 458421).
For employers
The Aetas Collective is not a marketplace. Partners are introduced through the Aetas ITW engagement, where they are needed — and only where they are needed. If you are an employer exploring financial wellbeing support, the right starting point is a discovery conversation with Matthew Steiner.
Book a discovery conversation