Hulya - Aegis Financial Planning
We are a privately owned and independent unrestricted wealth manager, with a specialist team of highly experienced Investment & Tax Advisers.
We are a bespoke advisory practice and not a large, faceless corporation.
We can advise you on
Pensions & divorce
Pensions & retirement planning
Buying first home
Next home / Remortgaging
ISA / Unit Trusts / OEICs
Investing for income
Socially responsible investments
Traded endowment policies
Savings for children
School fees planning
Accident & sickness
Buildings and contents
Home and leisure
Income protection insurance
Payment protection insurance
Capital gains tax
Group Protection/Life Insurance
Group critical illness
Group income protection
Group life insurance
Group private medical insurance
Last authorised 1st March 2021
Meet our advisers
Independent Financial Consultant
Qualifications & Accreditations
This postgraduate finance qualification covers the areas of securities, investment, compliance, derivatives, corporate finance and operations. It provides flexibility and choice, enabling candidates to concentrate on areas relevant to their chosen career path
What our clients say
"I would definitely recommend Hulya as a very professional, talented Financial Adviser! It was such a pleasure working with Hulya , I feel my personal finances are in good hands now."
Hulya is a wonderful financial adviser that is fun to work with and very goal driven. She wants to know exactly what you want then works hard to make sure you can achieve it. She's very attentive and easy going."
"I am so thankful to Hulya that she was a part of my journey when I was going through divorce, and she helped me realise how much I want to live a life of freedom and showed me ways to achieve it!"
Hulya has over 10 years of experience working in finance & banking, including various roles within wealth management and investment banking internationally.
Hulya worked as a Financial Consultant at St. James’s Place and UBS Wealth Management prior to joining Aegis Financial Planning.
She strongly believes that a sound financial plan is crucial in preparing for the unexpected.
Her areas of expertise include:
Building & preserving wealth
Financial coaching and
Financial planning in divorce
From the outset our mission has always been the same: to challenge the outdated traditional and expensive model of delivering wealth management.
Today's clients need to know exactly how much they are paying for their financial services and feel assured that they are getting value for money.
Where to find us
Head office address: Flat 27 Devonshire House, Brandesbury Square, Woodford Green, IG8 8RN
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value
Choose an Unbiased exclusive special offer:
Online (Live chat, video, email)
Face to face