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  7. Agile Life UK

Agile Life UK

Restricted - Whole of Market  18 Junction Road, London, Greater london, W5 9GT
First meeting at adviser's own cost
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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Accident & sickness
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Critical illness
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Healthcare
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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
Make an enquiry Request a call back Recommend to a friend
Response rating
9.0/10
phone 08000 549749
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FCA authorised
Last authorised 30th March 2020
Meet our advisers
Simon Humphrey Chartered MCSI
Lifestyle Financial Planner

This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.

This postgraduate finance qualification covers the areas of securities, investment, compliance, derivatives, corporate finance and operations. It provides flexibility and choice, enabling candidates to concentrate on areas relevant to their chosen career path

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This Diploma covers Regulation, Ethics, Investment Principles, Risk and personal Taxation. Specialist units cover advising in Securities, Derivatives and Packaged Products.

MCSI membership is full membership of the CISI, and denotes a high level of achievement and competence. It is awarded to those with a suitable combination of qualifications and experience

What our clients say
I was looking to transfer from a Final Salary Scheme. Simon walked me through the whole process which was really complicated and I got the transfer I wanted. Im really happy with the outcome, I'm now in the pension I wanted.
Paula B, London
I found Simon very knowledgable and helpful in explaining and advising on how my partner and I should consider planning our finances for the future. With us starting a new business venture he was able to give practical tips that we have been able to act on. I certainly feel more confident now we have someone we can rely on and trust with our financial concerns. Would highly recommend!
Juliet D, Ealing, London
As someone used to dealing with, working with financial advisers I know they can be a very mixed bag. From the “Give me your money and I’ll make you rich to “This product will grow by 12.089%, then your capital will be protected, indexed linked and you can get access to it after 10 years”. Let’s face it, the financial services sector, is not renowned for its service or simplicity. However, my experience with Simon was completely different. It was straight forward, clear, explained, rewarding and enjoyable. Simon took the time to learn about my family circumstances, questioned me about our plans and outlined some options. He then researched the option and outlined some proposals very clearly. Having agreed on a proposal, Simon then followed through with diligence to ensure, the endless forms and detail were completed to a tight schedule. This was not a simple transaction and we had many things to consider. It was our family money and we chose a conservative option. Since the completion of the transaction 4 months ago, our fund has grown by over 5%. Can I say more? If you want good solid financial planning, advice, support and help. Simon is your man.
Fergus C, Ealing, London
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.

Where to find us
Head office address: 18 Junction Road, EALING, LONDON, W5 4XL
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£250,000
Minimum mortgage value
£500,000
Special offers
Choose an Unbiased exclusive special offer:
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
9.0/10
phone 08000 549749
check
FCA authorised
Last authorised 30th March 2020

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