
Agile Independent Financial Advice Ltd
Initial consultation free
Independent
Independent advice, done right. At Agile IFA we are here to help you craft a clear long term financial plan.
We'll help you pull your existing financial 'stuff' together, understand where you are now and how you can achieve your ideal future lifestyle.
We can advise you on
Clients
helped
helped
61
Minimum
pension value
pension value
£150k+
Minimum
wealth
wealth
£150k+
Minimum
mortgage value
mortgage value
£0+
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Chris Thorpe
Chartered Financial Planner
Cindy Morley
Chartered Financial Planner
What our clients say
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M Biesty
The reason I requested financial advice from Chris was to help with some complex pension planning. I had a number of pension schemes from past employers and was unsure whether it was beneficial to transfer and combine them.
Chris has a great knack of explaining complex areas in a way that everyone can understand, and I felt fully supported throughout the whole process. Chris gave me regular updates, and I felt a great benefit from his advice. He is not afraid to explain fully the pros and cons of any advice you decide to follow. Would highly recommend Chris to friends and family. I am pleased to say that I have since taken further financial advice from Chris and will continue to do so
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S Flynn
Having been made redundant at the age of 58 and facing an uncertain future I thought long and hard about my next career move. I have always wanted to renovate property for profit so I decided to seek out some financial advice. After meeting with Chris to discuss my options of releasing equity in order to buy another property, he suggested we explore the possibility of transferring my Company Pension into a Flexi Drawdown Pension. This allowed me to benefit by releasing a tax free lump sum to purchase my first property. I have not looked back since and I am now on my third renovation project and about to start my own company in Property Development. I would not hesitate in recommending Chris Thorpe for any financial advice or planning.
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C Best
Chris has been a key financial advisor to me and my partner for several years now and on more than one occasion has gone the extra mile in helping us to deal efficiently with our finances. With the ability to draw upon state pension being extended by several years, it was important that I started to look at this early on. Chris has been fundamental in helping me to determine my risk factor and has shown me considerable respect when explaining the ins and outs of my finances, advising me on the options available. Being able to pull my finances together means I can more easily manage them and I now feel in a much stronger position to plan my retirement
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Sally
First and foremost, Chris made it really easy for me to choose him as my IFA. I was extremely impressed by Chris from the start in the first face to face meeting, prior to formal engagement. The focus wasn't on selling me his services, it was entirely focused on my financial situation. He got really stuck in and openly discussed his opinions and ideas on my full situation covering pensions, insurances, savings and estate planning - as it stood and what could/should be done differently. Furthermore, when I signed up and got my report through, it was clear he had actively listened to everything I had discussed with him. We've sorted out my pension mess, savings, put appropriate insurances in place and we're just finalising my will.
Compliance
Agile Independent Financial Advice Ltd is authorised and regulated by the Financial Conduct Authority under reference 789159. Not all estate planning is regulated.
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