Akash Gupta, Chartered Financial Planner

Akash is a Level 6 qualified Chartered Financial Planner with over 13 years of looking after families and business clients in the Cambridge area. He provides personal and corporate financial advice as part of Bournebridge Financial Services. Although the company head office is based in London, Akash works mainly in Cambridge as he has built up a loyal client bank having operated in this area. Meetings can be held at the Cambridge office, online via video call, clients homes or a local venue where you can meet 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.