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.
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.
Your home may be repossessed if you do not keep up repayments on your mortgage.
Bournebridge Financial Services Limited, 6 Bevis Marks, London, London, SW19 6NW
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