Akash Gupta, Chartered Financial Planner

Independent Financial Adviser Aegis Financial Planning Limited, Meridien House, 69-71 Clarendon Road, Hertfordshire, Watford, WD17 1DS
FCA verified
19th August 2019
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Equity release
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Commercial mortgages
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
adviser-person
Akash Gupta APFS
Chartered Financial Planner
Where to find us

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

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
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0

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