Akash Gupta, Chartered Financial Planner
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Business
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
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Financial planning
- Wealth management
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Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Large business
- Life insurance
- Small business
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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
Akash 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.
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