Akash Gupta, Chartered Financial Planner

Independent Financial Adviser Fairbourne Drive, Atterbury, Milton Keynes, MK10 9RG
First meeting at adviser's own cost
Response rating
10/10
FCA verified
15th October 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
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.
Beatrice P, Milton Keynes
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, Aylesbury
Akash has done well in providing a first-class service for his clients. He is the epitome of one who strives in giving the best advice possible. His key strength is his ability to listen to and to offer options and to allow the client to make the choice. That is not to say he will not step in should the choice not be favourable.
Darrell B, Princess Risborough
Where to find us

Fairbourne Drive, Atterbury, Milton Keynes, MK10 9RG

Contact us
About us

Akash works mainly in Buckinghamshire as he has built up a loyal client bank having operated 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 offices, clients homes 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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