Aegis Financial Planning Limited, Warnford Court, 29 Throgmorton Street, London, EC2N 2AT
Contact usAkash has built up a loyal client bank having operated in this area for 12 years + Akash is a Level 6 qualified Chartered Financial Planner with extensive experience in looking after individuals, families and business clients in the London area. He provides personal and corporate financial advice as part of Aegis Financial Planning. Meetings can be held at our offices, clients homes or a local venue where you can meet Akash over a coffee/tea with no obligation for an initial chat.
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.
While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries.
To check that an adviser is regulated, you can contact the relevant regulatory or professional body.
Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.