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

15th October 2018

We can advise you on

Business
- Commercial mortgages
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
Financial planning
- Wealth management
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Large business
- Life insurance
- Small business
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Long term care
- Long term care
Mortgages
- Equity release
- Home reversion
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust 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

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.

We can advise you on

Business
- Commercial mortgages
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
Financial planning
- Wealth management
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Large business
- Life insurance
- Small business
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Long term care
- Long term care
Mortgages
- Equity release
- Home reversion
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning

Advice methods

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

Contact options

Similar advisers near you

Milton Keynes Financial Advice

Independent Financial Adviser 0.84 mi

Top 250 Rated UK Adviser. Low fees and exceptional customer service. Read the reviews on our Unbiased profile.

See profile

Qdos Financial Solutions

Financial Adviser (Restricted Whole of Market) 0.85 mi

With over 25 years experience you can rely on receiving professional tailored advice built on an ongoing relationship.

See profile

Wealth and Tax Management

Independent Financial Adviser 1.03 mi

Let us review your pension schemes from past jobs and show you how to get the best out of them!

See profile

ASC Financial Solutions

Independent Financial Adviser 1.03 mi

Independent Financial Advisers providing quality advice specialising in pension/retirement planning options and building investment portfolios to generate growth/income.

See profile

Legal information

While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible, it is your responsibility to ensure the adviser you choose is appropriate and regulated for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.

Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.