Independent Financial Adviser

Akash Gupta

Bournebridge Financial Services Limited
6 Bevis Marks,
London EC3A 7BA.

My proudest moment as a Financial Planner was

Helping a client through the process of a critical illness policy claim (cancer) and seeing the difference that sum of money made to her life.

The three things I love most about my job are

Meeting new people, building relationships and delivering good news!

The types of people I most enjoy working with are

Clients planning for or at retirement, clients looking to improve returns on assets.

Senior executives paying high levels of income tax and looking for solutions.

Families requiring holistic financial planning solutions with a dedicated family adviser.

At work

I have 13 years’ experience of advising senior executives, business owners and families. I specialise in tax efficient investments and retirement planning, as well as profit extraction solutions for limited company directors.

At home

I’m fortunate to have lived and experienced cultures across four continents and I’m still an avid traveller.

I’m a food enthusiast and love to cook for friends and family. I also like to spend time actively in the outdoors, hiking and biking.

Akash is a Chartered Financial Planner. Awarded by the Chartered Insurance Institute (CII), Chartered status is a symbol of technical competence and signifies a public commitment to professional standards.

What our clients say

Take a look at some of our client stories and find out why they’ve chosen us as their independent financial advisers.

I met Jason Ricketts some 15 years ago when he managed to put all my employment pensions together. My pension now works far more efficiently and performs very well. I would recommend him and his team to anyone.

Jeffrey Wright, London

I have been working with John for over 15 years. Working within the Reassurance Industry keeps me incurably busy, but John is able to work around these commitments to ensure I am regularly updated on my financial plans.

Charlie S, Brentwood Essex

At the outset John completed a full review of my financial circumstances while I was working offshore, putting forward a recommendation based on my plans to retire in the UK. The service he provides is excellent and one that I have come to rely on.

Richard W, Northamptonshire

I have found them extremely helpful, competent and professional and key for me, patient and willing to listen. They explain things clearly and will take the time to analyse and discuss the options. Not being tied to any particular product they include a diverse range of options, but a clear rationale for their recommended choice.

Lloyd Tunnicliffe, Bishop's Storford

I’ve been working with John for 30 years. During that time, I have had children, moved to a new house, job and country several times. At every stage, I’ve had someone to help me think through my personal ambitions and lifestyle choices and to identify the best investment opportunities.

Richard O, Esher Surrey

One day an article about my old company caught my attention and I read in horror about a potential issue with its pension fund. After discussing my concerns, Jason found a solution which took into account my current status as a resident in Spain and, more importantly, my need to secure the pension that I had worked so hard for.

Alison Hook, Murcia Spain

Placing your financial future in anyone’s hands is a major decision and is ultimately underpinned by trust. I liked John’s understated sense of experience, solid track-record and the clear depth of market knowledge that was evident. No sales pitch and no fast talk! Regular check-ins have provided reassurance and updates to the investment portfolio have made all the difference.

Rupert Young, Dubai

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