Hulya - Aegis Financial Planning

Independent Financial Adviser  Flat 27 Devonshire House, Woodford Green, IG8 8RN
First meeting at adviser's own cost
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
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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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Buying first home
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Next home / Remortgaging
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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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Traded endowment policies
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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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Buildings and contents
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Commercial motor
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Travel
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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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EEA
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Rest of world
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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
Response rating
7.4/10
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FCA authorised
Last authorised 13th September 2021
Meet our advisers
Hulya Gunay
Independent Financial Consultant

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

Accreditations
Certified Financial Planner
What our clients say
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."
Scott Watts, Chigwell
"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."
Tanya, Canary Wharf
"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!"
Lena Sukhov, London City
About us

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
Retirement planning
Estate planning
Financial coaching and
Financial planning in divorce

Our services

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
Service coverage
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.4/10
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FCA authorised
Last authorised 13th September 2021

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