1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. South East
  6. breadcrumb-arrow
  7. Buckinghamshire
  8. breadcrumb-arrow
  9. Beaconsfield
  10. breadcrumb-arrow
  11. Akash Gupta, Chartered Financial Planner

Akash Gupta, Chartered Financial Planner

Independent Financial Adviser  Bournebridge Financial Services Limited, High Wycombe, HP11 1JU
First meeting at adviser's own cost
Providing the best unbiased solutions for clients in the Buckinghamshire area. I am also able to offer meetings over video/phone call or face to face in our office / your residence in order to suit your requirements around the Covid - 19 adjustments.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Defined benefit
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Equity release
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Employee benefits
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Long term care
Make an enquiry Request a call back Recommend to a friend
Response rating
9.6/10
phone Show number
check
FCA authorised
Last authorised 20th June 2022
Meet our advisers
Mr Akash Gupta
Chartered Financial Planner

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This examination assesses a knowledge and understanding of financial protection plans.

This examination assesses a knowledge and understanding of investment products and the risks involved.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.

This exam accesses understanding of the financial services industry including regulation and legislation.

This exam accesses understanding of the financial services industry, and its regulation, products and processes.

This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits

Accreditations
Chartered financial planner - individual adviser accreditation
What our clients say
He is a very helpful and understanding person who gives useful and sound advice. I have always had good service and support. Would recommend him to others.
Peter Schmidt, Radlett
Akash helped me consolidate my various holdings tax efficiently and made them more manageable. He provides me a highly personal service with ongoing reviews and access to advice any time as needed. It is great to be looked after as an individual rather than a number (as I felt) with high street organisations. Thank you Akash!!
Nigel Wakerley, Hertfordshire
Dealing with Akash is always a pleasure. He always puts my interests first and I have the utmost confidence in the advice he gives. I would not hesitate in recommending him to anyone.
Jonathan Lawrence, Welwyn Garden City
Akash is always friendly, helpful and knowledgeable. He explains everything in a way that I can easily understand and will always make sure I am happy with the course of action he is suggesting. He is thorough and trustworthy and I am pleased with the investments he has made for me. I value his advice and guidance and have recommended his services to others.
Wendy Pope, Hemel Hempstead
Akash has helped me manage my investments for the last 5 years. I appreciate his expert advice and guidance in making my money grow. We meet on a regular basis and he is easily contactable when needed. I would recommend his services to anyone who is interested in growing and protecting their money.
N Sharma, Beaconsfield
We are extremely satisfied with Akash Gupta as our Financial Advisor. We are able to contact him at all times for discussion/advice and meet regularly for updates. He is always charming and polite and gives exemplary service. We would not hesitate to recommend him.
Mr & Mrs Warwick, High Wycombe
Akash has done well in providing a first-class service for his clients. He is the epitome of one who strives in giving the best advice possible. His key strength is his ability to listen to and to offer options and to allow the client to make the choice. That is not to say he will not step in should the choice not be favourable.
Jenny L, Beaconsfield
Akash has provided financial advice to us for a number of years now in investment and pension matters. He has given us sound and has been pro-active in discussions with us in putting forward actions to best meet our financial objectives. We are very pleased with his advice, service and support. We would not hesitate in recommending him to anyone.
Gabriel Sharkey, Hertfordshire
Over the last few years, Akash has not only been a professional in the services that he supplies, but he has always been a friendly welcoming individual who shows that the customers interests are always a priority over any business interest. I have no hesitation in recommending Akash to family and friends (which I already have done).
Albert T, London
I have known Akash Gupta for the past 5 years. He makes time to get to know his customers best interests, which enables him to give individual , trustworthy, professional advice. He is easily contacted to give help and support when required. I would have no hesitation in recommending him.
M Evans, Princess Risborough
We approached Akash recently for some advice on how my husband could further invest an existing pension scheme he holds. In order to do this my husband gave Akash permission to contact the pension scheme holder. The information that Akash was able to obtain was far more than we had managed to get after weeks of talking to the pension holder and this really helped Akash to advise my husband on how to make the best decision for him. We both greatly value the honesty and integrity of Akash and we recommend him highly.
Marilyn Comparetto, Hertfordshire
About us

Akash has built up a loyal client bank having operated in this area for 13 years. Akash is a Level 6 qualified Chartered Financial Planner with extensive experience in looking after individuals, families and business clients in the local area. He provides personal and corporate financial advice as part of Bournebridge Financial Services. Meetings can be held at our office, your residence, online via video call or a local venue where you can meet 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 digest, question and understand 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.

Where to find us
Head office address: Bournebridge Financial Services Limited, High Wycombe Kingsmead Business Park, High Wycombe, HP11 1JU
Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Compliance

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

Make an enquiry Request a call back Recommend to a friend
Response rating
9.6/10
phone Show number
check
FCA authorised
Last authorised 20th June 2022

Similar advisers near you

Midas Fides
Independent Financial Adviser 0 mi
Chartered Financial Planner. CERTIFIED FINANCIAL PLANNER professional. Over 30 years experience as an IFA. Holder of the Ethics Mark.
 
See profile
The Abbott Clarke Partnership Ltd
Independent Financial Adviser 0.31 mi
There comes a time in everyone's life when they need someone to go over their finances and make a plan. The first step is to get in touch with us and have a chat over the phone. A first meeting would be without charge.
 
See profile
Humboldt Financial
Independent Financial Adviser 0.43 mi
We specialise in building you a tailored financial plan, ensuring you're as tax efficient as possible.
 
See profile
Fairstone Group
Independent Financial Adviser 0.69 mi
Fairstone incorporates one of the largest Chartered financial planning firms in the UK and is the number one rated wealth management house on Trustpilot.
 
See profile