Agile Life UK

Financial Adviser (Restricted Whole of Market) 18 Junction Road, EALING, LONDON, W5 4XL
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
19th August 2019
Our Life-Centred Financial Planning helps YOU achieve the best life possible with the money you have.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
Adviser unavailable
This adviser is currently out of office and not available for contact
Recommend to a friend
Meet our advisers
Simon Humphrey Chartered MCSI
Lifestyle Financial Planner
What our clients say
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
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
Where to find us

18 Junction Road, EALING, LONDON, W5 4XL

Make an enquiry
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.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£100,000
Compliance

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

Transferring out of an occupational pension scheme is unlikely to be suitable for most people.

Adviser unavailable
This adviser is currently out of office and not available for contact
Recommend to a friend
Adviser unavailable
This adviser is currently out of office and not available for contact
Recommend to a friend

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