Akash Gupta, Chartered Financial Planner

Independent Financial Adviser Aegis Financial Planning Limited, Meridien House, 69-71 Clarendon Road, Hertfordshire, Watford, WD17 1DS
First meeting at adviser's own cost
Response rating
9.0/10
FCA verified
10th December 2018
We can advise you on
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Wealth management
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Large business
    • Life insurance
    • Small business
    • 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
What our clients say
I was referred to Akash by a colleague so that I could consider investment options for funds in my bank accounts that were not doing much at all. He was very good at putting together an investment portfolio for us and getting a far better return. Happy to recommend to others.
Robert Marshall, Ruislip
Akash has been looking after my finances for a number of years now. He advises me on all aspects of money from pensions, investments to helping my Father with care fees planning. He is highly professional and well mannered. I would happily recommend him to anyone interested.
Jacquie E, Pinner
We have been working with Akash for around 5 years now and have always found him to be very approachable and knowledgeable. He helped us ease into retirement with various plans we had and meets us regularly to make sure everything is up to date. Highly recommended.
C Long, Northwood
Over the last few years, Akash has not only been a professional in the services that he supplies, but he has always been a friendly welcoming individual who shows that the customers interests are always a priority over any business interest. I have no hesitation in recommending Akash to family and friends (which I already have done).
Albert T, London
Akash has provided financial advice to us for a number of years now in investment and pension matters. He has given us sound and has been pro-active in discussions with us in putting forward actions to best meet our financial objectives. We are very pleased with his advice, service and support. We would not hesitate in recommending him to anyone.
Gabriel Sharkey, Hertfordshire
We are extremely satisfied with Akash Gupta as our Financial Advisor. We are able to contact him at all times for discussion/advice and meet regularly for updates. He is always charming and polite and gives exemplary service. We would not hesitate to recommend him.
Mr. & Mrs. Warwick, Hertfordshire
Akash has helped me manage my investments for the last 5 years. I appreciate his expert advice and guidance in making my money grow. We meet on a regular basis and he is easily contactable when needed. I would recommend his services to anyone who is interested in growing and protecting their money.
N Sharma, St. Albans
We approached Akash recently for some advice on how my husband could further invest an existing pension scheme he holds. In order to do this my husband gave Akash permission to contact the pension scheme holder. The information that Akash was able to obtain was far more than we had managed to get after weeks of talking to the pension holder and this really helped Akash to advise my husband on how to make the best decision for him. We both greatly value the honesty and integrity of Akash and we recommend him highly.
Marilyn Comparetto, Hertfordshire
Where to find us

Aegis Financial Planning Limited, Meridien House, 69-71 Clarendon Road, Hertfordshire, Watford, WD17 1DS

Contact us
About us

Akash works in the Watford & London area having built up a loyal client base in this area for 12 years. Akash is a Level 6 qualified Chartered Financial Planner with extensive experience in looking after individuals, families and business clients in this area. He provides personal and corporate financial advice as part of Aegis Financial Planning. Meetings can be held at our Watford Office, your residence or a local venue where you can meet Akash over a coffee/tea with no obligation for an initial chat.

Our services

Develop and maintain a personal relationship with my clients.

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
Minimum mortgage value
£0

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