Akash Gupta, Chartered Financial Planner

Independent Financial Adviser Cambridge Business Centre, Leda House, 20 Station Road, Cambridgeshire, Cambridge, CB1 2JD

First meeting at adviser's own cost

Response rating

9.0 /10

19th August 2019

Providing the best unbiased solutions for my clients with a personal relationship.

We can advise you on

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
Mortgages
- Equity release
Financial planning
- Wealth management
Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
Savings
- Lump sum
- Regular savings
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
Business
- Employee benefits
- Group pensions
Long Term Care
- Long term care

Make an enquiry Request a call back 08000 449562 Recommend to a friend

Meet our advisers

Akash Gupta APFS

Chartered Financial Planner

Qualifications & Accreditations Hide qualifications

ER1 - Equity Release (CII)

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.

CF8 - Certificate in Long-Term Care Insurance (CII)

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.

CF6 - Certificate in Mortgage Advice (CII)

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.

CF5 - Integrated financial planning (CII)

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

CF4 - Retirement Planning (CII)

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

CF3 - Financial Protection (CII)

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

CF2 - Investment and Risk (CII)

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

CF1 - UK financial services, regulation & ethics (CII)

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

AF7 - Pensions transfers (CII)

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

R06 - Financial Planning Practice (CII)

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

J01 - Personal Tax (CII)

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.

AF5 - Financial Planning Process (CII)

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

AdvDipFA - Advance Diploma in Financial Advice (LIBF)

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.

APFS - Associate, Personal Finance Society (PFS)

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.

Accreditations

What our clients say

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

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

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

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

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 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

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

Where to find us

Cambridge Business Centre, Leda House, 20 Station Road, Cambridgeshire, Cambridge, CB1 2JD

Make an enquiry

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.

Make an enquiry Request a call back 08000 449562 Recommend to a friend

We can advise you on

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
Mortgages
- Equity release
Financial planning
- Wealth management
Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
Savings
- Lump sum
- Regular savings
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
Business
- Employee benefits
- Group pensions
Long Term Care
- Long term care

Advice methods

Telephone
Face to face

Special offers

Choose an Unbiased exclusive special offer:

Preferred clients

Minimum wealth (income/assets)

£100,000

Minimum pension value

£100,000

Make an enquiry Request a call back 08000 449562 Recommend to a friend

Contact options

Make an enquiry Request
a call back 08000 449562 Recommend to a friend

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