Home / Find an Expert / Daniel Cottam
DC

Daniel Cottam

Financial Planning · Aetas Wealth

Financial Wellbeing

Biography

About Daniel

Daniel leads the regulated financial planning and wealth management arm of Aetas Partners, operating as a trading style of Insight Financial Associates Limited (FCA 458421).

Through the Hub, Daniel supports employers who want to reduce financial stress across their workforce and turn financial confidence into measurable business performance.

Areas of expertise

  • Workplace financial wellbeing programmes & diagnostics
  • Pensions, investment and retirement planning
  • Protection and estate planning
  • Cashflow modelling and long-term financial confidence

Services delivered

Financial

Financial Wellbeing

View service → Financial

Employee Benefits

View service →

Articles & guides

Article

Insight from Daniel

6 min read
 Guide

Financial Wellbeing Guide

Download →