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, Fellow of the Personal Finance Society and Chartered Independent Financial Adviser

Meet Paul

Nick Cotter

APFS Chartered Independent Financial Adviser

Meet Nick

Lanre Oyebanjo

Independent Financial Adviser

Meet Lanre

Pretti Makwana

Head of Client Services

Meet Pretti

Anita Rickwood

Operations Director

Meet Anita

Michelle Harsum

Member of Client Service Team and Head of Finance

Meet Michelle

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.

Client stories

Peter

Technology

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Our conversations centred around what I wanted to achieve, and it then became about working out how I’d get that. My goal was financial freedom. I didn’t have that when we first met, but I’m glad to say, I do now.

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Julie

Pharmaceutical

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I met Nick a few years ago, via an introduction from a close friend. I was at the stage in my life where I really needed to think more strategically about my finances, and planning for the future and ultimately my retirement.

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Susan

Law

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I know that I am in good hands and that my finances are being looked after by someone I trust which gives me huge peace of mind. What I particularly value is the care that Paul gives – he is proactive, responsive and always makes time to listen and explain everything really clearly.

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Jeremy

Technology

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Having the financial part of my life squared away gave me the confidence I needed to start my own company. I wouldn't have had the confidence that I have the money, or the bandwidth to take this step otherwise.

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Suzanne

Pharmaceutical

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Paul has helped us plan for our children’s futures. He advised us on school fees, how to plan for our children going to university, and we’ve gone through all life scenarios and said, in each one, are we secure? What do we need to do to ensure we would be secure in that situation?

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Contact us

If you would like to have a confidential discussion with no obligation about how we can help you then please get in touch.