"Your wealth is important to us"

We are a privately owned and unrestricted wealth management firm, with a team of highly experienced Investment & Tax Advisers. For us reputation and discretion are paramount to our success, which is why private banks, accountants, solicitors and other professionals recommend us to their clients.

Your wealth is important to us, we can help you manage, grow and secure your wealth with our long-term client approach. 

Get in touch with us and see how our services can help you shape the future.



Chartered Financial Planner

Haidee has over 20 years’ experience in the Financial Services industry and heads up our Colchester Office.


Haidee's areas of specialism include High Net Worth Wealth Management, Investment and Retirement planning, Inheritance Tax planning and Protection advice. 

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Managing Director

John has over 25 years industry experience starting in 1994. In 2004 John became a Partner for De Montfort Professional Wealth Management, and became an integral part of the practices growth and development helping to establish the practice as a significant company in the sector. Aegis was founded by John in 2014 as a company offering an innovative range of services to improve the financial lives of both individual and corporate clients.  John is an Economist by background and is passionate about helping owner directors of Limited Companies retain more of the monies they generate, and to get more from the wealth that they have accumulated.



Independent Financial Adviser

Adam is a diligent financial advisor who has a passion for investment markets, strong investment performance and estate planning affairs. An avid reader of the financial press and keeping abreast with the latest financial planning issues that can impact our clients' future.


A keen sportsman and traveller. with the white sand of Mexico being his favourite place to relax.


Independent Wealth Manager

Christian has worked in Financial Services since 2011 and covers the London and South Essex Regions.

Christian is passionate about client outcomes and focuses on Wealth Management, Investment and Retirement Planning and Protection Advice. 


Independent Wealth Manager

Inderjeet is a UK qualified financial advisor having 7 years’ experience in private banking and wealth management. He has managed investment portfolios for high net worth and retail clients in International banking organisations across India and the United Kingdom.



Financial Adviser

Craig is the latest addition to the Aegis group, bringing with him a diverse knowledge of pensions, investments and insurances.  He has worked with clients from South Africa to the United Kingdom and actively draws from this diversity to find his clients their best suited financial product or service


Independent Financial Adviser

Aleem is a passionate financial planner with a key focus on investment planning, financial protection and tax efficient strategies for all his clients.


He specialises in long-term planning for business owners, city professionals and family estates ensuring that they achieve their financial objectives through a variety of financial products and services.  

Aleem’s strengths lie in his in depth understanding of financial markets and investment performance trends and uses this knowledge to actively ensure his clients are always well positioned to achieve strong and profitable investment returns.


Independent Financial Adviser

James is a fully professional qualified Financial Planner who takes the time to get to know his clients by establishing their aims, objectives and priorities allowing him to develop long-term relationships.

James has an in depth understanding of financial markets and investment performance trends and uses this knowledge to actively ensure his clients are always well positioned to achieve strong and profitable investment returns.


His ambition is to achieve chartered status within his profession.



Independent Financial Adviser

A professional and qualified financial adviser and has been working in financial services since 2009. With vast knowledge and experience in advising in all areas of financial planning, I provide exceptional bespoke specialist advice to my clients. I am passionate about helping my clients achieve their financial goals whatever it may be. Areas of specialties include Bespoke Financial Planning, Investment Management, Protection Advice, Successful Retirement Planning including pensions, Trust and Estate planning.



Independent Financial Adviser

Hulya has over 15 years of experience working in Finance & Banking, working in various roles within Wealth Management and Investment Banking. She worked in London, and Internationally over the years.
She helps her clients by providing bespoke Financial Planning services to create a secure Financial Future for themselves and their families.
Hulya strongly believes that a sound Financial Plan is crucial to prepare for unexpected circumstances in Life.
Her area of expertise includes, building and Preserving Wealth, Retirement Planning, Intergenerational Planning and Financial Coaching.
Hulya is based in Chigwell/Essex and covers City of London and Essex regions.

Hulya also understands the financial challenges of raising a family as she is a mother of three boys herself, and she enjoys spending time with her family outside work.



Independent Financial Adviser

I am a qualified Financial Planner and have a career background that spans many aspects of finance and overseas wealth management, my expertise includes assisting high net worth clients with investments, savings, retirement planning and estate planning.

My strengths lie in being an excellent communicator and being highly effective in the interpretation of complex product information, regulatory requirements and risk assessment detail to meet client requirements



Managing Director
FinsBridge Financial Planning

I have enjoyed a rich and diverse exposure to private client advice in banking and wealth management which has given me a vast experience base to work from. I have held strategic management roles for over 10 years which has given me deep insights into the dynamics of different clients in this industry. My experience spans across HSBC, Nationwide, Ernst and Young, Capgemini and Fisher Investments Europe.  

I am passionate about putting my clients first and to ensure they enjoy the best advice and service they deserve, his is only possible by being 100% privately owned and independent – that is our core driving force. An ethical, client centric approach combined with deep knowledge and research capabilities across the whole of market, it truly can be a proposition like no other.  
I am also a Chartered Financial Planner with the Chartered Institute of Securities and Investments (CISI). 


Independent Mortgage & Protection Adviser

Jesse has over 20 years’ experience working in Financial Services. He has looked after Institutional, corporate and individual clients and gives each the same level of passion, commitment and professionalism. 


Jesse believes in providing good, sound solutions based upon understanding each client’s individual needs and building and nurturing the on-going relationship with his clients



Independent Financial Adviser

Jamie is a talented professional financial adviser with numerous years in the financial advice industry. Having held key roles in a number of different areas Jamie has built up a great understanding of how the industry operates at all levels, this combined with his self-proclaimed obsession about effective investing, Jamie has developed an expertise in tax efficient savings and investment strategies for business owners, families and high-net-worth individuals both at home and overseas.  


Besides his knowledge and expertise, integrity is at the heart of everything Jamie does. He is extremely passionate not just about results, but also about the wellbeing of his clients first and foremost


On a personal level, Jamie likes to immerse himself in the world of business, economics and the financial markets, but is also an avid sports fan with an interest in Football, Golf and Boxing as his main sports of choice. 


Executive Assistant

From nursing to finance, Hollie recently made a big career change to work within Wealth Management.

With just a year’s experience within the industry, her motivated and courageous attitude has allowed her to gain a lot of knowledge and confidence within her administrative role. Striving forward, Hollie can see a successful future within the Aegis team. 



Executive Assistant

Emma has been working within the finance industry for over 8 years, supporting high profile financial advisers and providing them with full administrative support. 


Emma is well-organised and efficient in every aspect, whether it is an appointment that needs making or an application that needs submitting and chasing up – she takes no prisoners!

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Accounts Executive

Worked in various Industries over 30 years ranging from Retail, Financial, IT, Software Support, Training, Social Media, Marketing and Property Management. Delienn is the HR & Accounts Executive for Aegis Financial Planning Ltd, managing relationships with UK government bodies HMRC, FCA, and Companies House.