Akash Gupta, Chartered Financial Planner

Independent Financial Adviser  Aegis Financial Planning Ltd, Essex, Bishop's Stortford, CM22 7WE
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FCA authorised
Last authorised 30th November 2020
Providing the best unbiased solutions for clients in the Bishops Stortford and surrounding area.
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 ISA
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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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Group risk
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Long term care
Meet our advisers
Akash Gupta APFS
Chartered Financial Planner
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.

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
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

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

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