Agile Life UK

Financial Adviser (Restricted Whole of Market) 18 Junction Road, LONDON, W5 4XL

13th August 2018

After a full review of your existing arrangements, the aim is to build upon what you already have, aiming higher.

We can advise you on

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Business
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group ISA
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
- Group risk
Financial planning
- Wealth management
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Small business
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
Savings
- Lump sum
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning

Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

Meet our advisers

Simon Humphrey Chartered MCSI

Lifestyle Financial Planner

Where to find us

About us

Agile Life UK focuses on helping people enjoy life. Money is a means to an end but what is its true value to you at each of the different stages of life? Let's have a chat about what's really important in life for you now and for your family's future. We will explore what you want your money to do for you and do our best to help you plan to achieve your lifetime goals...

Our services

Lifestyle Financial Planning matches your goals and aspirations with your financial security. After a full review of your existing arrangements, the aim is to build upon what you already have. Building a sound foundation and reviewing your plan year-on-year, helps take the worry away by ensuring you are staying on-track with your goals as well as not taking too much risk with your investments.

Compliance

Agile Life UK is a trading style of Rosemount Financial Solutions Ltd who are an appointed Representative of Intrinsic Financial Planning Ltd, Registered in England 5372217. Intrinsic Financial Services is a holding Company, subsidiaries of which are authorised and regulated by the Financial Conduct Authority

Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

We can advise you on

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Business
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group ISA
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
- Group risk
Financial planning
- Wealth management
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Small business
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
Savings
- Lump sum
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning

Advice methods

Telephone
Online (Live chat, video, email)
Face to face

Preferred clients

Minimum wealth (income/assets)

£100,000

Minimum pension value

£50,000

Compliance

Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

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