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
9.6/10
FCA verified
12th November 2018
Providing the best unbiased solutions for my clients with a personal relationship.
We can advise you on
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Wealth management
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Long term care
    • Equity release
    • Home reversion
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
Akash Gupta APFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
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

Contact us
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.

Advice methods
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000

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