Akash Gupta, Chartered Financial Planner

Independent Financial Adviser Aegis Financial Planning Limited, 54 Clarendon Road, Hertfordshire, Watford, WD17 1DU
First meeting at adviser's own cost
Response rating
10/10
FCA verified
15th October 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
    • Self build
    • 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
    • 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
Where to find us

Aegis Financial Planning Limited, 54 Clarendon Road, Hertfordshire, Watford, WD17 1DU

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 Hertfordshire area. He provides personal and corporate financial advice as part of Aegis Financial Planning. Although the company is based in London, Akash works mainly in Hertfordshire as he has built up a loyal client bank having operated in this area for 12 years + Meetings can be held at the London offices, 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
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000

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