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  7. Agile Life UK

Agile Life UK

Restricted - Whole of Market  18 Junction Road, LONDON, W5 4XL
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FCA authorised
Last authorised 16th May 2022
Our Life-Centred Financial Planning helps YOU achieve the best life possible with the money you have.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Buy to let
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Equity release
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Mortgage protection
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Socially responsible investments
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
Meet our advisers
MR Simon Humphrey Chartered MCSI
Wealth Management Partner
About us

We will work in partnership with you, putting your life at the center of our conversations. We will take time to understand YOU, your background, philosophy, needs and objectives so that we can help you put your money to good use. In so doing, we strive to provide you with a better return on life not just a better return on your investments. We help you follow through on your commitments by working with you to prioritise your goals, show you the steps you can take and regularly review your progress towards achieving them. We provide insight to help you avoid emotionally driven decisions in important money matters. We are available to consult with you at key moments of decision making, doing the research to ensure you have all the necessary information.

Our services

We work with you to anticipate your life transitions and to be financially prepared for them by regularly assessing what is coming and creating the action plan to address and manage these transitions ahead of time.

Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£251,000
Minimum mortgage value
£501,000
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

18 Junction Road, EALING, LONDON, W5 9GT

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