Akash Gupta, Chartered Financial Planner
Providing the best unbiased solutions for clients in the Buckinghamshire area.
We can advise you on
Pensions & divorce
Pensions & retirement planning
ISA / Unit Trusts / OEICs
Investing for income
Socially responsible investments
Savings for children
School fees planning
Accident & sickness
Income protection insurance
Capital gains tax
Group Protection/Life Insurance
Group critical illness
Group income protection
Group life insurance
Group private medical insurance
Last authorised 15th January 2020
What our clients say
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.
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.
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).
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.
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.
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.
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!!
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.
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.
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.
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.
Akash has built up a loyal client bank having operated in this area for 12 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 Aegis Financial Planning. Meetings can be held at our 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 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
Aegis Financial Planning Limited, High Wycombe Kingsmead Business Park, High Wycombe, Buckinghamshire, HP11 1JU
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value
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