AGILITY Financial Solutions Ltd
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Investments
- Investing for income
- ISAs
- OEICs
- Unit trusts
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Insurance & protection
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
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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
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
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Savings
- Lump sum
- Regular savings
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Financial planning
- Wealth management
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Tax & trust planning
- Estate planning
AGILITY Financial is a whole of market financial adviser established in Beaconsfield in 2009 and now trading from our offices in Amersham. 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 25 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 if possible 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 required changes are made.
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 working behind the scenes to help you to achieve your objectives. We expect to get to know you really well and we want you to keep in touch on a regular basis. For this reason almost all of our existing personal clients benefit from one of our 'Ongoing Investment Portfolio Review' services. In all that we do, we never forget that our success depends on delivering VALUE to our clients.
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