Akash Gupta, Chartered Financial Planner

Independent Financial Adviser  Cambridge Business Centre, Ely, Cambridgeshire, CB6 3NN
First meeting at adviser's own cost
Providing the best unbiased solutions for my clients with a personal relationship.
We can advise you on
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Annuity purchase
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Auto enrolment
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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
Response rating
9.0/10
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FCA authorised
Last authorised 30th March 2020
Meet our advisers
Akash Gupta APFS
Chartered Financial Planner

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

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.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

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.

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.

This examination assesses a knowledge and understanding of financial protection plans.

This examination assesses a knowledge and understanding of investment products and the risks involved.

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.

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.

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.

This exam accesses understanding of the financial services industry including regulation and legislation.

This exam accesses understanding of the financial services industry, and its regulation, products and processes.

This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits

Accreditations
Chartered Financial Planner
What our clients say
Akash helped me simplify my various pension accounts. He was great at helping me understand how to go about comparing them and finding a simple account for all of them. We meet and review regularly and I am happy with the performance this far. Would not hesitate to recommend.
Sean R, Histon
We received an inheritance and wanted advice on the best way to invest it. Akash was very patient with us as first time investors and we have been very satisfied with the results ever since. We see him every year and make changes as needed. We wanted someone we can work with long term and are glad that it is him!
Mike T, Royston
I approached Akash as we sold a number of properties and were looking for some tax and investment advice. He was able to help us mitigate a large part of the tax and also boost my pension. I have already recommended him to Friends and family with good results.
C Dissanayake, Cambridge
We've has a number of pensions both final salary and investment based. We undertook a financial planning exercise with Akash to determine what level of income we could get at retirement and whether we could retire early. He put together a personalised cash flow plan for us and also helped consolidate various plans into one. We speak with him on an ongoing basis and he keeps us informed of any changed we need to make. Great service, very personal!
Janet Kelly, Cambridgeshire
My mum in law needed to move into a care home and we enlisted Akash's help with the planning. He has a good understanding of how the care fees planning process works and was able to guide us through it. We never felt pressured or rushed and would recommend him to anyone thinking of using his service.
G Conner, Cambridge
Having been with another IFA for a number of years we felt that we were not receiving the service we pad for. Akash reviewed our portfolio and made some sensible recommednations and we have moved over to him since. Very professional and easily accessible. No hesitation in recommending.
Graham L, Linton
I sold my business and had a lump sum to invest. I needed to replace my income and therefore met with Akash to explore investing for income. He has been extremely professional, upfront and helpful and also guided me in other financial areas not related to it. He is detailed and demonstrated that he cares about his clients before himself. Highly recommended!
Steve G, Cambridgeshire
About us

Akash is a Level 6 qualified Chartered Financial Planner with over 12 years of looking after families and business clients in the Cambridge area. He provides personal and corporate financial advice as part of Aegis Financial Planning. 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 for 12 years + Meetings can be held at the Cambridge office, clients homes 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.

Where to find us
Head office address: Cambridge Business Centre, Leda House, 20 Station Road, Cambridgeshire, Cambridge, CB1 2JD
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
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
Response rating
9.0/10
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FCA authorised
Last authorised 30th March 2020

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