Akash Gupta, Chartered Financial Planner

Independent Financial Adviser  Cambridge Business Centre, Cambridgeshire, Cambridge, CB1 2JD
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FCA authorised
Last authorised 18th October 2021
Providing the best unbiased solutions for my clients with a personal relationship. Meetings can also be held over video/phone calls as well as in the office or your residence to accommodate the current Covid-19 related adjustments to suit your needs.
We can advise you on
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Annuity purchase
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Auto enrolment
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Defined benefit
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Equity release
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Long term care
Meet our advisers
MR Akash Gupta APFS
Chartered Financial Planner
About us

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.

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.

Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

Cambridge Business Centre, Leda House, 20 Station Road, Cambridgeshire, Cambridge, CB24 9JZ

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