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  11. Akash Gupta, Chartered Financial Planner

Akash Gupta, Chartered Financial Planner

Independent Financial Adviser Aegis Financial Planning Ltd, The Priory, Thremhall Park, Start Hill, Essex, Bishop's Stortford, CM22 7WE
First meeting at adviser's own cost
Response rating
10/10
FCA verified
18th February 2019
Providing the best unbiased solutions for clients in the Bishops Stortford and surrounding area.
We can advise you on
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • 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
Contact us Request a call back 08000 549513 Recommend to a friend
Meet our advisers
Akash Gupta APFS
Chartered Financial Planner
What our clients say
I received some inheritance money and also faced a tax bill on the sale of my late Father's home. Akash was key in helping us legally avoid the tax bill and also invest the monies for our Grandchildren. We have referred him to our son who is also now using his service.
Mike E, Chelmsford
I have know Akash for just over 6 years now. He helped me maximise my pension in a time where a number of limits have been brought into the pension planning world. He liaised with my different schemes to work out how much I was allowed to contribute without being penalised. We have regular reviews to check performance and make changes to the portfolio. Very happy with service.
Dean Snook, Stansted Mountfitchet
I was offered a large sum of money to move my Final Salary pension away and needed professional advice to understand how good the offer really was. It was good to deal with a specialist in this area and make an informed decision. I would gladly recommend Akash to anyone who wants professional and approachable advice.
Alison Carter, Witham
We approached Akash to take over our pension and investment portfolio and mange this for us. Having worked with him for over 4 years we have no reason to complain and have also referred him to family who also are pleased with him.
Anita R, Chingford
Akash helped me invest a sum of money I received at retirement 4 years ago. He was very professional at putting together an investment plan that I am happy with and also making sure that I also save on my tax.
Gary P, Bishop's Stortford
I needed to access the tax free cash from several of my pensions in the best way. Akash was able to consolidate and help with this. I receive regular updates on my funds and also face to face meetings with Akash. Have referred him to friends and family already.
S Odedra, Bishop's Stortford
My workplace recently started a pension and I needed to understand my options with previous pots of monies. Akash was very helpful in understanding how best to deal with each pension and how much to expect in retirement. I would not hesitate to recommend him!
S McDonnell, Epping
Akash helped me organise a number of pensions for me and my partner. We had numerous plans spread out over year of working in different places. Akash was able to consolidate everything into one low cost account. Well pleased and happy to refer.
K Shaw, Stansted Mountfitchet
Where to find us

Aegis Financial Planning Ltd, The Priory, Thremhall Park, Start Hill, Essex, Bishop's Stortford, CM22 7WE

Contact us
About us

Akash works mainly in the Bishops Stortford & surrounding area as he has built up a loyal client bank having operated in this area for 13 years plus. Akash is a Level 6 qualified Chartered Financial Planner with extensive experience in looking after individuals, families and business clients . He provides personal and corporate financial advice as part of Aegis Financial Planning. Meetings can be held at our Stansted 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

Listening to the personal needs and aspirations of clients, creating a bespoke plan that is suitable and easy to understand. Making sure that clients are given the time and opportunity to understand and question any recommendations proposed with no pressure or urgency to buy. Easily available for consultations and/or quick queries. Take pride in making client's feel comfortable and rewarded in our relationship, avoid using jargon and aim to present a balanced view of any proposal/options for the client. 100% client retention and grow mainly through referrals.

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
Contact us Request a call back 08000 549513 Recommend to a friend
Contact options
Contact us Request
a call back 08000 549513 Recommend to a friend

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