The team at APG Wealth Management has many years’ experience providing practical financial planning advice to people, families and businesses in London and the surrounding area.

We provide advice across a wide range of services including investments, savings, mortgages and protection. We are committed to putting clients at the heart of everything we do and to developing long-term relationships with our clients.

 

This is achieved by ensuring that we understand the individual needs of each client, and to implementing tailored financial plans to address those needs.

At APG Wealth Management, we pride ourselves on the friendly and approachable nature of our advisers and staff, and on playing an integral part in the local community.

Akash Gupta, APFS

Job Title: Chartered Financial Planner

Akash works with clients to make the most of their finances with clear, personalised advice. Whether you are planning for retirement, growing your wealth, or looking for smart ways to save on taxes, he is dedicated to building long-term relationships and giving you peace of mind every step of the way. With years of experience working with business owners and senior executives, Akash brings a unique combination of financial planning and estate planning expertise. As an Associate Member of the Society of Trust and Estate Practitioners (STEP), he can guide you on everything from wills and trusts to pensions and investments, ensuring you get the full support you need for a secure financial future.

Anna Gupta

Job Title: Practice Manager

Anna is an Engineering graduate from the Gdynia Maritime University and a qualified Mortgage and Equity Release Advisor. She has extensive experience and interest in Estate Planning. Anna oversees operations at APG Wealth Management, ensuring client expectations are always met and the business runs smoothly and efficiently. Her focus is on providing exceptional support and care to our clients.

Stephen Egenes

Job Title: Associate

Stephen is a first-class Honours Graduate in Electrical and Electronic Engineering from the University of Hertfordshire. He is currently on an exciting journey at APG Wealth Management, training as an Associate to become a Financial Advisor. He is passionate about delivering excellent customer experiences and ensuring the best possible outcomes for clients. With his growing expertise and commitment to helping others, Stephen is focused on providing thoughtful, tailored advice to support our client’s financial success.

Sasha Wakefield

Job Title: Head Paraplanner

Sasha is an experienced Paraplanner and a Fellow of the Personal Finance Society. She manages the research and report writing process within the business, ensuring that all advice and reports provided to clients are fully compliant and tailored to recommend the best solutions for each client’s unique needs.

Georgia Legg

Job Title: Paraplanner

Georgia is a highly detailed and technically proficient Paraplanner. In addition to researching the market and creating bespoke reports for clients, she challenges the team to explore alternative approaches and provides a valuable second set of eyes during the planning process. Her input ensures that all research and planning are up to date with the latest developments in the financial planning industry. Georgia possesses a Diploma in Regulated Financial Planning from the Chartered Institute of Insurance.

Charlotte Macartney

Job Title: Paraplanner

Charlotte is a highly experienced Level 4 Diploma-qualified Paraplanner with over 12 years in Financial Services. She has worked both in-house and as an outsourced paraplanner, supporting a wide range of adviser firms. Charlotte brings strong expertise in pensions, investments, and protection, along with a deep understanding of inheritance tax and estate planning. Her passion lies in making sure clients achieve the best possible outcomes.

Want to know more?

To find out more or to arrange a meeting with us, please call
0330 390 3860, or email info@apgwealth.co.uk