Aegis Financial Planning

Independent Financial Adviser  Flat 6 Harefield House, 99 Palmerston Road, Buckhurst Hill, Essex, IG9 5NH
First meeting at adviser's own cost
A passionate financial adviser who takes a bespoke and holistic approach to every client by establishing their objectives and priorities and developing a long-term plan. I specialise in retirement planning, insurance, tax mitigation and estate planning.
We can advise you on
check
Auto enrolment
check
Defined benefit
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Buildings and contents
check
Commercial motor
check
Critical illness
check
Healthcare
check
Home and leisure
check
Income protection insurance
check
Large business
check
Life insurance
check
Payment protection insurance
check
Small business
check
Travel
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
check
Long term care
Response rating
7.0/10
check
FCA authorised
Last authorised 13th September 2021
Meet our advisers
Aleem Nijabat
What our clients say
Aleem has been a great help in sorting out my pensions. He ran through a full performance and asset allocation review of my old plans, offered advice as to how they could be invested more efficiently, and helped me consolidate them into one scheme. He was very technical with his knowledge but explained things in a way that was easy to understand. He was friendly and diligent throughout and maintains regular communication with me. Great service
Paul McLaughlin, London
About us

Aegis is a privately owned independent house dedicated to managing its clients’ wealth and tax affairs.
With a team of highly experienced Investment & Tax Advisers, for us reputation is everything, which is why most of our new clientele comes from recommendation from our long-standing clients and relationships with private banks, accountants, and other professionals.
Our mission is to challenge the traditional model of how wealth management has previously been delivered by cutting out excessive hidden fees, providing access to whole of market investments on the best terms possible and deliver a highly personalised service.
We offer independent, unrestricted guidance at a sensible cost that clients will always clearly see.

Our services

Retirement Planning & Investment Management:
• Performance, asset allocation and geographic exposure review of existing holdings- including old pensions, ISAs, General Investment Accounts, Unit Trusts, Bonds and more.
• Consolidation strategies to improve investment returns and simplify planning.
• Full access to whole of market funds and market-leading portfolios.

Tax Mitigation:
• Tax reduction for the self-employed and PAYE professionals
• Personal pension investments (20-45% tax relief)
• Venture Capital Trusts and Enterprise Investment Schemes (30% tax refund)
• Buy to let landlords- saving on tax bills through ltd/llp transfer

Insurance:
• Offer a range of policies including Critical Illness, Term Assurance (Level and Decreasing), Whole of Life, Income Protection, Commercial Insurance, Private Medical Insurance and more.

Estate planning:
• Will writing
• Trust planning
• Ensure all clients partly or entirely mitigate any potential Inheritance Tax Liability

Where to find us
Head office address: Flat 6 Harefield House, 99 Palmerston Road, Buckhurst Hill, IG9 5NH
Service coverage
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Compliance

​Aegis Financial Planning Limited is authorised and regulated by the Financial Conduct Authority (FCA No. 624298) Registered Office: Warnford Court, 29 Throgmorton Street, London, EC2N 2AT. Registered in England & Wales No 8946610.

Response rating
7.0/10
check
FCA authorised
Last authorised 13th September 2021

Similar advisers near you

Restricted - whole of market 0.11 mi
Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.
 
Independent Financial Adviser 0.47 mi
We're experts, we care, we're here so you can protect the life you love.
 
Restricted - whole of market 0.51 mi
 
 
Independent Financial Adviser 0.55 mi
Our personal touch is designed to help remove stress about money, by offering a clear explanation of the options available.