Akash Gupta, Chartered Financial Planner

Independent Financial Adviser Aegis Financial Planning Ltd, The Priory, Thremhall Park, Start Hill, Essex, Bishop's Stortford, CM22 7WE
FCA verified
19th August 2019
Providing the best unbiased solutions for clients in the Bishops Stortford and surrounding area.
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 Ltd, The Priory, Thremhall Park, Start Hill, Essex, Bishop's Stortford, CM22 7WE

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

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