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  7. Akash Gupta, Chartered Financial Planner

Akash Gupta, Chartered Financial Planner

Independent Financial Adviser  Aegis Financial Planning Limited, Hertfordshire, Watford, WD17 1DS
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FCA authorised
Last authorised 25th January 2021
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Equity release
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Large business
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Life insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Long term care
Meet our advisers
Akash Gupta APFS
Chartered Financial Planner
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.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
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    Face to face

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

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