Akbar Patel

Akbar Patel

BBT Group Ltd

Minimum savings/pensions: Over £50,000

0330 038 8939
Based in Gloucester
View location

Top Rated 2025
Verified since: December, 2024

4.9 out of 5

100 reviews


Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 31 March 2025

    Akbar is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Akbar's status

  • 52

    Recent Client Reviews

    Verified reviews: 100%

    Akbar has received 52 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 11 December 2024

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 1

    Qualifications Uploaded

    1 qualification certificate available to view

    Akbar has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Akbar has not yet added their fees to their profile

  • 17

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Akbar

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Akbar (based on 17 first impressions)

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 31 March 2025

    Akbar is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Akbar's status

  • 52

    Recent Client Reviews

    Verified reviews: 100%

    Akbar has received 52 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 11 December 2024

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 1

    Qualifications Uploaded

    1 qualification certificate available to view

    Akbar has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Akbar has not yet added their fees to their profile

  • 17

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Akbar

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Akbar (based on 17 first impressions)

An Independent Financial Planner with over 17 years of experience, I specialise in helping people with pensions, investments, inheritance tax planning, long-term care planning, insurance, and more. Based in Gloucester, I’m happy to meet at my office, your home, or via video call. Your initial consultation is free, and I’d love to help you take the first step toward achieving your financial goals. Feel free to get in touch at 07387 788924.

Offers available through VouchedFor

Contact Akbar through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About Akbar's clients

Based on responses provided by clients who have reviewed this adviser

Clients' level of financial expertise

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Clients' level of financial expertise

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