London Office:

Aegis Financial Planning

Warnford Court

29 Throgmorton Street

London

EC2N 2AT

E.  info@aegisfp.com

T.  0845 5610102

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© 2019 AEGIS FINANCIAL PLANNING LTD                                        PRIVACY POLICY                                                            niccijurddesign.uk

EXTRAORDINARY FINANCIAL SOLUTIONS

OUR TEAM

"Your wealth is important to us"

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 your future.

SENIOR FINANCIAL ADVISER
HAIDEE
LITTLER

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. Haidee is also a specialist in Defined Benefit Pension Schemes, including the Teachers’ Pension and Local Government Schemes and is regularly asked to present in-house on these subjects.

 

The majority of Haidee’s clients have been with her over 10 years and some over 20 and are a credit to her interpersonal skills, technical ability, knowledge and its application.

 

Providing goal-based financial planning with ongoing wealth management to help the growth and preservation of her clients' assets are her priorities.

E. info@aegisfp.com

M. 07808 902307

 

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CHARTERED FINANCIAL PLANNER
AKASH
GUPTA

Akash is a Chartered Financial Planner  - a title that is considered the Gold standard in the financial planning industry and also has a Masters in International Business.

 

Akash has been looking after individuals, families and company Directors in the Home Counties and London area for over 12 years.

 

Akash feels the best part of his job is building long term relationships with clients whose financial success is a personal matter for him. 

 

Away from work Akash enjoys spending time with his family and is an avid Judo fan and practitioner. 

E. info@aegisfp.com

T. 0845 5610102

M. 0794 3582 795

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EXECUTIVE ASSISTANT
EMMA
EMERY

Emma has been working within the finance industry for 5 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!

Outside of work Emma has 4 children that she also has to organise and is kept very busy, she has a keen interest in MMA which she goes to weekly, alongside her eldest daughter and enjoys watching a lot of various sports in particular her favourite football team Liverpool.

E. info@aegisfp.com

M.  0845 561 0102

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ACCOUNTS EXECUTIVE
DELIENN
CHURCHILL

Delienn is a person who strives to deliver work on time and to a high standard and prides herself on accuracy and efficiency.

 

Being exposed to various industries from Retail, Financial, IT, Software Support and Social Media throughout her career she is able to bring a wide range of skills and experience to the workplace.

 

In her spare time, she love being outdoors, travelling and practicing her culinary skills in the kitchen.

E. info@aegisfp.com

M. 01206 700681

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EXECUTIVE ASSISTANT
LYNNE GILSON

Lynne works for Haidee Littler as her Executive Assistant and provide support as her Personal Assistant, Paraplanner and Business Processor.

 

She has been working for Haidee for nearly 3 years and has been with Aegis since it's inception.

 

Lynne diversified into the financial services industry 4 years ago and has thoroughly enjoyed the career change from a legal secretary.

 

Lynne aims to work to the highest professional standards and thrives when working as part of a team

 

In her spare time she likes to go to the gym, has an interest in interior design and enjoys up-cycling old furniture. 

INDEPENDENT WEALTH MANAGER
KATHRYN
MCMILLAN

As a qualified independent Wealth Manager with a BSc Hons in Linguistics, Kathryn is an holistic adviser working with high net worth individuals.

 

She is also an advanced retirement options specialist holding the coveted AF3 qualification.

 ​

Kathryn is a Master Practitioner of NLP which she finds helps many of her clients understand the complexities of their financial affairs. 

E. info@aegisfp.com

T. 0845 5610102

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E. info@aegisfp.com

M. 01206 700681

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BRAND, MARKETING & MEDIA
NICCI
JURD

With over 25 years in the design industry, Nicci is responsible for the group's brand working on the websites, media and all the marketing needs.

 

A highly organised individual, with an exceptional eye for design, which helps after working across many sectors including London design agencies and the Lloyd's insurance and financial markets.

When time allows you can find Nicci rummaging round reclamation yards, walking along Holkham beach, otherwise her time is spent restoring old furniture and listening to all sorts of music.

E. info@aegisfp.com

M. 07780 600726

TRAINEE FINANCIAL ADVISER
JAMES TILLER

I am the latest addition to Aegis Financial Planning, joining the team in May 2018 having previously spent most of my career working within the Recruitment industry.

 

I have a passion to continually learn and deliver great customer experiences with everyone I meet. I am highly motivated and enthusiastic person and am currently studying towards my Diploma in Regulated Financial Planning.

E. info@aegisfp.com

M. 01206 700681

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