AGILITY Financial Solutions Ltd

Independent Financial Adviser  Lexham House, Amersham, Buckinghamshire, HP6 5BW
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FCA authorised
Last authorised 18th January 2021
We aim to make your Pensions and Investment money work harder and make sense of the new Pension Freedoms rules.
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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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Unit trusts
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Lump sum
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Regular savings
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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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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
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Group private medical insurance
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Group risk
Meet our advisers
Alan Drysdale DipPFS
I F A
About us

AGILITY Financial is an independant financial adviser established in Beaconsfield in 2009 and now trading from our offices in Amersham near the station . We provide face to face regulated financial advice with an honest, no nonsense, client focused approach. We are not tied to any investment/insurance/pension company.

Our aim is to help you understand your finances better and to help ensure your money works harder for you. You may use our in-depth knowledge and experience (over 28 years) so as to help make better financial decisions, which can help you save and make more money.

We work best with clients who have already got money put aside in pensions and investments.We like to concentrate on helping to make your money grow. We want to help improve the tax efficiency of your arrangements as well as increasing the potential for investment growth by using a portfolio where you don't keep 'all your eggs in one basket'!.We also understand that the protection of your investment is important. Introducing an element of structure we will review your investment portfolio on a regular basis, monitoring developments in the markets, so as to help ensure that things are kept up to date.

Our services

We deliver high quality advice at a fair price to clients with existing pension plans or investment lump sums. Clients are supported by a team of experienced and qualified individuals you can trust working behind the scenes to help you to achieve your objectives. Almost all of our existing personal clients benefit from one of our 'Ongoing Investment Portfolio Review' services which keeps your investment up to date. In all that we do, we never forget that our success depends on delivering VALUE to you and your investment planning.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Face to face

Lexham House, 14A Hill Avenue, Amersham, Buckinghamshire, HP6 5BW

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