B.A. Business & Finance
MSc International Investment Banking
Akshat prides himself on building trusted long-term relationships with his clients, delivering them effective advice throughout their lives. Technically excellent, Akshat has an eye for the detail, and as well as the Diploma in Financial Planning, Akshat also holds a BA in Business and Finance and an MSc in International Investment Banking. He has a deep understanding of the stock markets and Akshat brings this knowledge and expertise to life when structuring advice over the short, medium and longer term.
When he’s not focusing on his clients’ aspirations, you’ll most often find Akshat in the gym, hiking or watching sport.
Akshat has been a great help when it comes to understanding my prospects and growing my wealth. He takes a holistic approach and looks to get a genuine understanding of my needs, and what I’m looking to get out of my investments over the short, medium and long term. He is also very friendly, approachable and proactive, getting to know me on a more personal level which makes the relationship between me as a client and him as an adviser a very natural one. I very much look forward to working with him for years to come.
After having my first meeting with Akshat to discuss finances, I came out feeling much more confident and well informed about my own situation and the current climate. This was as a result of us discussing the best options for me personally. His approach was friendly but professional, allowing me to feel comfortable when talking about some more delicate topics. I never felt pressured into investing, and genuinely feel the financial advice offered was tailored just for me.