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Client Portal

CLIENT PORTAL

Who we are

Good to meet you

We are Aretian Wealth Management

We work with clients from, among others, the technology, pharmaceutical and creative sectors, providing wealth planning services and financial advice on a range of areas including investments, pensions, mortgages and insurance.

Our sector-specific expertise and strong investment credentials have made us the go-to choice for many of our clients. The way we work and the supportive relationships we build that ensures our clients are very happy to work with us.

Meet our team

We are a team because we know that together, we can achieve so much more for our clients.

Come and find out more about us and how we help.

Paul Harsum

Founder, Independent Financial Adviser, Chartered Financial Planner & Fellow of the Personal Finance Society

Meet Paul

Nick Cotter

Co-Founder, Independent Financial Adviser & Chartered Financial Planner APFS

Meet Nick

Lanre Oyebanjo

Co-Founder, Independent Financial Adviser & Chartered Financial Planner APFS

Meet Lanre

Josh Cox

Independent Financial Adviser

Meet Josh

Dominic Guise

Consultant - High Net Worth Insurance

Meet Dominic

Amber Cousins

Independent Financial Adviser

Meet Amber

Michelle Harsum

Director

Meet Michelle

Anita Rickwood

Operations Director

Meet Anita

Pretti Makwana

Head of Advice Standards

Meet Pretti

Megan Kelly

Head of Client Services

Meet Megan

Michael Wild

Senior Client Services Executive

Meet Michael

Heidi Witham

Consultant Paraplanner

Meet Heidi

The things that matter to us

We practice true
financial planning

What does that mean? It means we’re not just numbers-people. We’re people-people. We care about your ability to live the life you want. Your money is just a tool to do that.

Our only agenda
is your agenda

We are not here to sell you financial products. Our only focus is on helping you reach your personal lifestyle and financial goals.

We are a firm built
around empowerment

We want to put you in control of your finances so that you can achieve the lifestyle you desire. And we walk the walk too; empowering our team to reach their full potential.

We are
approachable

Our approach is to be approachable. On the end of the phone whenever you need advice, reassurance or just a chat to keep us updated on your family news.

We do what is right,
not what is easy

We believe that how we work is just as important as what we do.

And that real integrity is doing the right thing, even when no one is watching.

Find us on

Review for Nick Cotter
July 2026
What were the circumstances that caused you to initially look for an adviser?
I had spare capital following a house sale and was looking for a better than savings rate return
How has Nick Cotter helped you?
He advised of Isa and other investments with less or more risk.
Have you seen the outcome you were hoping for?
Yes nicks advise has given us a good return
What could they have done better?
Nothing I am very happy
Review for Paul Harsum
July 2026
What were the circumstances that caused you to initially look for an adviser?
I turned 40, with no pension and no significant savings. Reasonably assessed, I was at the midpoint in my life. It was time to act.
How has Paul Harsum helped you?
Paul has looked after all personal finance matters for me. Whenever I had a financial query, no matter the nature, he was willing to assist — even down to form-filling and general financial admin. Particularly helpfully, he was willing to engage directly with my accountants — prior to my move to France — sending to them whatever they required.
Have you seen the outcome you were hoping for?
Certainly.
What could they have done better?
Cannot think of anything to suggest. Paul and his team were always very responsive; and patient with my lack of responsiveness sometimes.
Review for Josh Cox
June 2026
What were the circumstances that caused you to initially look for an adviser?
Receipt of a redundancy payment
How has Josh Cox helped you?
Seeing the bigger picture.
Have you seen the outcome you were hoping for?
The best in the circumstances.
Review for Josh Cox
June 2026
What were the circumstances that caused you to initially look for an adviser?
Security, better knowledge about our investments, good advise
How has Josh Cox helped you?
Yes. Josh has been very helpful
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I believe they have the knowledge which I do not possess.
Review for Josh Cox
June 2026
What were the circumstances that caused you to initially look for an adviser?
I have needed investment advice for my pension pot both before and after retirement.
How has Josh Cox helped you?
Josh provides advice which is uniquely tailored to my financial position and which is designed to meet my needs in retirement.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Josh is very proactive and also where circumstances arise is able to provide suitable solutions.
Review for Josh Cox
June 2026
What were the circumstances that caused you to initially look for an adviser?
My previous adviser proved to be a disaster !
How has Josh Cox helped you?
Josh and Aretian Wealth have always provided sound financial advice and have been pro-active from the start.
Have you seen the outcome you were hoping for?
One always hopes for better outcomes! But yes, overall I am very satisfied.
What could they have done better?
Ha Ha ! Provided better than expected returns !
Review for Josh Cox
May 2026
What were the circumstances that caused you to initially look for an adviser?
We required advice as we were retiring.
How has Josh Cox helped you?
Given us advice for different options which we are very pleased with.
Have you seen the outcome you were hoping for?
Yes & more
What could they have done better?
Can’t think of anything.
Review for Josh Cox
May 2026
What were the circumstances that caused you to initially look for an adviser?
We retired and needed advice on pension and investments.
How has Josh Cox helped you?
Josh has given first class advice and has helped us in many ways over the last few years
Have you seen the outcome you were hoping for?
In every way and more.
What could they have done better?
Josh could not have done anything better and we are really happy with the service he gives us.
Review for Josh Cox
May 2026
What were the circumstances that caused you to initially look for an adviser?
I was looking to consolidate my pensions and needed to get some expert advice on what to do for the best.
How has Josh Cox helped you?
Josh has been available for me whenever I needed advice, even when I didn't know I needed help and advice. He has been extremely responsive and has helped the transition from employment to retirement.
Have you seen the outcome you were hoping for?
Yes, absolutely. Haven't hesitated in recommending his services.
What could they have done better?
Nothing!
Review for Nick Cotter
May 2026
How has Nick Cotter helped you since your last review?
Nick and his team have worked with my final salary company to get my 25% tax free sum and looking at the longer term investment options
Review for Paul Harsum
May 2026
What were the circumstances that caused you to initially look for an adviser?
I had bought a couple of properties and needed to organise my assets and put a financial plan together for the future. That was 20 years ago and I'm still working with Paul today.
How has Paul Harsum helped you?
He has been a good sounding board for my financial planning and has always managed my money well, delivering me good growth in my pensions in particular.
Have you seen the outcome you were hoping for?
Yes, I am very happy with my current financial situation, and feel set up for the future.
Review for Josh Cox
April 2026
What were the circumstances that caused you to initially look for an adviser?
I was originally looking for an adviser to handle money inherited from a relative.
How has Josh Cox helped you?
Josh has given excellent, clear advice on investing my money in both a short term and long term capacity.
Have you seen the outcome you were hoping for?
Yes!
Review for Josh Cox
April 2026
What were the circumstances that caused you to initially look for an adviser?
Needed expert advice on how to invest our savings and pensions.
How has Josh Cox helped you?
Josh has given us confidence in how to control our finances and investments.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing - happy with the advice and outcome that we have.
Review for Josh Cox
April 2026
What were the circumstances that caused you to initially look for an adviser?
Divorce.
How has Josh Cox helped you?
Advice on care home for mother.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
All good.
Review for Josh Cox
April 2026
What were the circumstances that caused you to initially look for an adviser?
Receiving an inheritance
How has Josh Cox helped you?
Josh has been incredibly helpful at advising me what to do with my money. Even for someone like me who is not particularly knowledgeable about financial terminology, his guidance has always been clear and straightforward and he’s willing to answer any questions.
Have you seen the outcome you were hoping for?
Yes, and I feel confident I will continue to
Review for Paul Harsum
March 2026
What were the circumstances that caused you to initially look for an adviser?
We had just relocated back to the UK from the US after a tumultuous couple of years, and had let go of our previous financial adviser in the UK. We knew we had to get back to financial planning for the future and Paul came highly recommended from a close friend.
How has Paul Harsum helped you?
From our first meeting, Paul's calm and reassuring demeanour put us at ease and instilled confidence. He is always helping us think through the most tax efficient way of managing our assets.
Have you seen the outcome you were hoping for?
He has set us up to fund school and university for our children, and we are on target to achieve our retirement goals. We are extremely grateful to him and his team for putting use in the best possible position we could be in for our circumstances.
What could they have done better?
The only thing I can think of is the portals. The new portal is not a big improvement on the last. I've been meaning to talk to him about this.
Review for Josh Cox
March 2026
What were the circumstances that caused you to initially look for an adviser?
Began considering our financial position for our retirement and needed expert guidance
How has Josh Cox helped you?
He has consolidated our financial landscape, invested in line with our risk appetite and given expert guidance on how to plan for the retirement phase of our lives
Have you seen the outcome you were hoping for?
Completely, a visual modelling tool helped us see how our money will work. Josh has built trust with us quickly.
What could they have done better?
Nothing at this stage - we have only worked together for a few months.
Review for Josh Cox
March 2026
What were the circumstances that caused you to initially look for an adviser?
I needed financial advice after the death of my husband and to create a new long term plan for myself and my children.
How has Josh Cox helped you?
Josh has been very helpful in explaining the options, organising a long term financial plan, and carrying out the practicalities of the new portfolio. He has a good knowledge of the sector and where to get additional information as required. He listens to my priorities, responds promptly to queries and we have regular and thorough reviews of the portfolio. He is also clear about the charges incurred.
Have you seen the outcome you were hoping for?
Yes I am happy that Josh has provided the right advice and has been effective in putting the new arrangements in place. He provides regular updates and responds promptly to any queries.
What could they have done better?
I don’t think there are any things that he could have done better, Josh is responsive to any challenges and questions as they arise.
Review for Josh Cox
March 2026
What were the circumstances that caused you to initially look for an adviser?
I was looking to put money somewhere that ordinarily would have been sitting in an account
How has Josh Cox helped you?
He has helped to put money into a stocks and shares pension and explained in meetings where this has gone and why it is a good place to put it.
Have you seen the outcome you were hoping for?
There are always ups and downs in the market so i didn't go in with many expectations other than to make some money and that i have done.
What could they have done better?
predicted the market haha...i'm kidding, of course that's pretty much impossible. There is nothing they could have done any better and they are always informative when i ask questions.
Review for Lanre Oyebanjo
February 2026
What were the circumstances that caused you to initially look for an adviser?
I needed help with financial planning after I lost my husband
How has Lanre Oyebanjo helped you?
He suggested a plan that would give me long term financial security and enable me to retire comfortably. He is knowledgeable and explains everything in plain English whenever I have need help.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing, I have absolutely no hesitation in recommending them to anyone seeking financial advice.

Read all reviews

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