Akash Gupta

Managing Director Independent Financial Advisor @Apg Wealth Management Limited

St Albans, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2015 — Present

Managing Director Independent Financial Advisor @Apg Wealth Management Limited

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London, GB

APG Wealth Management is directly authorised with the Financial Conduct Authority (FCA) and we pride ourselves on being truly independent when it comes to choosing the right outcome for our clients.

SKILLS

ManagementPensionsHigh Net Worth IndividualsRetirement PlanningFinancial ServicesRelationship ManagementPension FundsRetail BankingPortfolio ManagementPrivate BankingEstate PlanningInvestmentsRetirementBondsInheritance Tax PlanningStrategic Financial PlanningWealthIncome ProtectionPersonal FinanceBankingMutual FundsSavingsFinancial AdvisoryResidential MortgagesInvestment AdvisoryFinancial PlannersProtectionWealth ManagementCritical IllnessInvestment StrategiesPersonal Financial PlanningBusiness Relationship ManagementLife InsuranceFinanceFinancial PlanningMortgage LendingWealth Management Services

ABOUT AKASH GUPTA

Our Services Include:Retirement Planning : Helping you prepare for a secure and fulfilling retirement.Defined Benefit Pension Transfers: Specialized advice for transferring defined benefit pensions.Investment Management : Strategies for growing and managing your wealth.Growth Investments : Maximizing potential for long-term financial growth.Income Investments : Creating steady income from your investments.Trust and Ethical Investments : Responsible investing aligned with your values.Tax Efficiency : Smart strategies to reduce or eliminate income tax, capital gains tax, and inheritance tax.Tax Reduction Programs : Legitimate and HMRC-approved schemes to reduce tax obligations.Long-Term Care & Equity Release : Planning for future care needs and accessing equity in your property.Contingency Planning & Lifetime Cashflow Modeling : Comprehensive planning to ensure financial stability and achieve life goals.Auto Enrolment & Employee Benefits : Supporting your workforce with tailored benefit plans.Profit Extraction for Directors : Efficient ways for directors to draw profits from their business.Keyman Cover & Shareholder Protection : Protecting your business and its people.Forensic Cost Reduction : Identifying and eliminating hidden expenses.About AkashAkash is highly experienced in guiding private clients through retirement and investment planning, and he specializes in helping company directors maximize their profits in a tax-efficient manner. He enjoys building meaningful, lasting relationships with his clients. His goal is simple yet powerful: To enable my clients to live the lives they want, with confidence that their assets are growing and protected.\"

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Akash Gupta — Managing Director Independent Financial Advisor at Apg Wealth Management Limited in St Albans, GB | Unifers