Akash Gupta, Chartered Financial Planner
18th February 2019
Providing the best unbiased solutions for my clients with a personal relationship.
We can advise you on
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Business
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group private medical insurance
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Financial planning
- Wealth management
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Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
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Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
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Long term care
- Long term care
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Mortgages
- Equity release
- Home reversion
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
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Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Meet our advisers
Akash Gupta APFS
Chartered Financial Planner
Qualifications & Accreditations
APFS - Associate, Personal Finance Society (PFS)
To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.
AdvDipFA - Advance Diploma in Financial Advice (LIBF)
This qualification is for those individuals that wish to undertake additional qualifications above the benchmark requirement and covers investment strategies, taxation, trusts and later life planning.
AF5 - Financial Planning Process (CII)
This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.
J01 - Personal Tax (CII)
At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.
R06 - Financial Planning Practice (CII)
This qualification helps advisers develop and demonstrate their financial planning capabilities.
AF7 - Pensions transfers (CII)
This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits
CF1 - UK financial services, regulation & ethics (CII)
This exam accesses understanding of the financial services industry including regulation and legislation.
CF2 - Investment and Risk (CII)
This examination assesses a knowledge and understanding of investment products and the risks involved.
CF3 - Financial Protection (CII)
This examination assesses a knowledge and understanding of financial protection plans.
CF4 - Retirement Planning (CII)
This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
CF5 - Integrated financial planning (CII)
This exam accesses understanding of the financial services industry, and its regulation, products and processes.
CF6 - Certificate in Mortgage Advice (CII)
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
CF8 - Certificate in Long-Term Care Insurance (CII)
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.
ER1 - Equity Release (CII)
This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.
Accreditations
What our clients say
We are extremely satisfied with Akash Gupta as our Financial Advisor. We are able to contact him at all times for discussion/advice and meet regularly for updates. He is always charming and polite and gives exemplary service. We would not hesitate to recommend him.
Akash has done well in providing a first-class service for his clients. He is the epitome of one who strives in giving the best advice possible. His key strength is his ability to listen to and to offer options and to allow the client to make the choice. That is not to say he will not step in should the choice not be favourable.
Akash has helped me manage my investments for the last 5 years. I appreciate his expert advice and guidance in making my money grow.
We meet on a regular basis and he is easily contactable when needed.
I would recommend his services to anyone who is interested in growing and protecting their money.
He is a very helpful and understanding person who gives useful and sound advice. I have always had good service and support. Would recommend him to others.
Akash helped me consolidate my various holdings tax efficiently and made them more manageable.
He provides me a highly personal service with ongoing reviews and access to advice any time as needed. It is great to be looked after as an individual rather than a number (as I felt) with high street organisations. Thank you Akash!!
Dealing with Akash is always a pleasure. He always puts my interests first and I have the utmost confidence in the advice he gives. I would not hesitate in recommending him to anyone.
Akash is always friendly, helpful and knowledgeable. He explains everything in a way that I can easily understand and will always make sure I am happy with the course of action he is suggesting. He is thorough and trustworthy and I am pleased with the investments he has made for me.
I value his advice and guidance and have recommended his services to others.
Akash has provided financial advice to us for a number of years now in investment and pension matters. He has given us sound and has been pro-active in discussions with us in putting forward actions to best meet our financial objectives.
We are very pleased with his advice, service and support.
We would not hesitate in recommending him to anyone.
Over the last few years, Akash has not only been a professional in the services that he supplies, but he has always been a friendly welcoming individual who shows that the customers interests are always a priority over any business interest.
I have no hesitation in recommending Akash to family and friends (which I already have done).
I have known Akash Gupta for the past 5 years. He makes time to get to know his customers best interests, which enables him to give individual , trustworthy, professional advice. He is easily contacted to give help and support when required.
I would have no hesitation in recommending him.
We approached Akash recently for some advice on how my husband could further invest an existing pension scheme he holds. In order to do this my husband gave Akash permission to contact the pension scheme holder.
The information that Akash was able to obtain was far more than we had managed to get after weeks of talking to the pension holder and this really helped Akash to advise my husband on how to make the best decision for him.
We both greatly value the honesty and integrity of Akash and we recommend him highly.
Where to find us
2, Mount Keen, Stevenage, Hertfordshire, SG1 6BP
Contact usAbout us
Akash is a Level 6 qualified Chartered Financial Planner with over 12 years of looking after families and business clients in the Hertfordshire area. He provides personal and corporate financial advice as part of Aegis Financial Planning. Although the company is based in London, Akash works mainly in Hertfordshire as he has built up a loyal client bank having operated in this area for 12 years + . Meetings can be held at the Stevenage office, your residence or your local venue where you can meet Akash over a coffee/tea with no obligation for an initial chat.
Our services
Listening to the personal needs and aspirations of clients, creating a bespoke plan that is suitable and easy to understand. Making sure that clients are given the time and opportunity to digest, question and understand any recommendations proposed with no pressure or urgency to buy. Easily available for consultations and/or quick queries. Take pride in making client's feel comfortable and rewarded in our relationship, avoid using jargon and aim to present a balanced view of any proposal/options for the client. 100% client retention and grow mainly through referrals.
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