What we offer

Advice, backed by Aetas Wealth.

Workshops and benefits go a long way, but sometimes an employee needs regulated, personal financial advice. That is there too. When it is needed, it is delivered by Aetas Wealth, so your people have a complete path from understanding their money to getting proper advice when it counts.

An Aetas Wealth adviser discussing financial planning with a client
What it is

The right help, from the right firm

Aetas Workplace provides employee benefits, financial education and wellbeing support. These are not regulated financial advice. When an individual wants regulated advice, on pensions, retirement or their wider finances, it is delivered by Aetas Wealth, which is authorised and regulated by the Financial Conduct Authority (FRN 458421). The workplace programme and personal advice sit together, joined up through one trusted group.

Why it matters

A complete offer most employers cannot match

Joined up

Workplace support and personal advice from one trusted group, so your people are never left without a next step.

Regulated and independent

Advice delivered by an FCA-regulated firm, so your people get properly qualified, accountable guidance.

A trusted route

When education is not enough, employees have a clear, credible place to turn for advice they can rely on.

Clear boundaries

Workplace services and regulated advice are kept properly separate, each handled by the right firm.

The business outcome

From understanding money to acting on it

Your people get a complete path: workshops and benefits that build confidence, and regulated advice through Aetas Wealth when they need to act. You offer something most employers cannot, and you do it without taking on regulated advice yourself.

Give your people the complete path

It starts with a free Workplace Review. We show you how the programme fits together, advice included, before you commit to anything.

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