Akaashdeep Angrish
CISI Investment Advice Diploma Level 4
With over 10 years of experience in the financial services industry, Akash brings a wealth of expertise, spanning trading desks to bespoke wealth management solutions. Akash specialises in helping individuals and families achieve their financial goals through tailored strategies in inheritance tax planning (IHT), tax efficiency, and retirement planning.
Akash's extensive background enables him to deliver holistic financial guidance, ensuring clients can efficiently preserve, grow, and transfer their wealth. His technical knowledge of investment structures, trusts, and macroeconomic trends allows him to design sophisticated strategies that adapt to changing market conditions and evolving client needs.
His approach combines a deep understanding of the markets with a client-centric philosophy, prioritising long-term relationships and sustainable financial outcomes.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Trusts are not regulated by the Financial Conduct Authority.
About
A firm believer in balance, Akash enjoys exploring new cuisines and coffee brews in his free time. He often combines his love for cooking with hosting friends and family. This personal passion for bringing people together mirrors his professional commitment to building strong, lasting connections with his clients.
Whether you're looking to optimise your tax position, plan for a comfortable retirement, or ensure your legacy is passed on effectively, Akash's experience and dedication make him a trusted Partner in your financial journey.
Addresses
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
