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.
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.
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.
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.
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.
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.
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!
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.
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.
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.