AGILITY Financial Solutions Ltd offers high-quality financial advice on a range of pension and investment products and is based Amersham, Buckinghamshire. With over 30 years' experience in providing regulated face-to-face financial advice to individual clients, we provide an honest, unbiased, and client-focused approach to help our clients achieve their financial goals.
We offer whole of market advice and are therefore not tied to any investment house or strategy. In an industry with a reputation for making simple things complex, at AGILITY we we aim to make complex things simpler. We are always happy to meet with potential new clients and offer an initial consultation of up to 45 minutes free of charge to help you decide whether AGILITY is the right "fit" for you.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses are not able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.
We offer whole of market advice and are therefore not tied to any investment house or strategy. In an industry with a reputation for making simple things complex, at AGILITY we we aim to make complex things simpler. We are always happy to meet with potential new clients and offer an initial consultation of up to 45 minutes free of charge to help you decide whether AGILITY is the right "fit" for you.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses are not able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.
Services
AGILITY Financial Solutions Ltd has one simple objective: to ensure that our financial planning delivers the best possible returns to our clients.
To achieve this, we strongly believe that successful investing starts with strategic asset allocation.
This, coupled with a superior choice of investment funds, enables the design of sensible and diversified investment portfolios.
We review our investment portfolios quarterly to ensure that they continue to meet our client's objectives and work closely with our clients to analyse their financial position, explore their aims and aspirations, and help them to determine exactly what it is that they would like to achieve both now and in the years to come.
To achieve this, we strongly believe that successful investing starts with strategic asset allocation.
This, coupled with a superior choice of investment funds, enables the design of sensible and diversified investment portfolios.
We review our investment portfolios quarterly to ensure that they continue to meet our client's objectives and work closely with our clients to analyse their financial position, explore their aims and aspirations, and help them to determine exactly what it is that they would like to achieve both now and in the years to come.
Alan is an independent financial adviser with over 30 years' experience providing face-to-face advice to both individuals and companies on a range of financial matters.
Alan's experience includes time working in London for a large bank, a major insurance company, and a firm of independent financial advisers.
Alan specialises in pensions and investments, providing financial and wealth management advice and ensuring that the investments continue to deliver competitive returns for his clients.
Lindsey holds a Diploma in Regulated Financial Planning and has over 12 years' experience in the financial advice industry.
Alan's experience includes time working in London for a large bank, a major insurance company, and a firm of independent financial advisers.
Alan specialises in pensions and investments, providing financial and wealth management advice and ensuring that the investments continue to deliver competitive returns for his clients.
Lindsey holds a Diploma in Regulated Financial Planning and has over 12 years' experience in the financial advice industry.
Prospective clients enquiring about our services for the first time are typically over the age of 45 and have little past experience of financial advice.
Whatever your trigger, Agility has probably seen it many times before and will take the time to understand your personal objectives to design a flexible solution that meets your individual needs.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses are not able to resolve themselves.
Whatever your trigger, Agility has probably seen it many times before and will take the time to understand your personal objectives to design a flexible solution that meets your individual needs.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses are not able to resolve themselves.
AGILITY aims to understand our clients and their personal financial objectives in order to design appropriate and flexible financial solutions.
Whether for Lump Sum Investment or for Pension Planning, investment success comes from the consistent application of a robust process.
Having established a client's objectives and individual attitude to Investment Risk, we will recommend a diversified investment portfolio to suit their needs.
We actively avoid overly complex investment products where the value to the end investor is unclear.
Whether for Lump Sum Investment or for Pension Planning, investment success comes from the consistent application of a robust process.
Having established a client's objectives and individual attitude to Investment Risk, we will recommend a diversified investment portfolio to suit their needs.
We actively avoid overly complex investment products where the value to the end investor is unclear.
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