AGILITY Financial Solutions Ltd

AGILITY Financial Solutions Ltd

AGILITY Financial Solutions Ltd locationBeaconsfield, , Buckinghamshire

Welcome to Agility Financial Solutions Ltd.

Alan Drysdale is an independent financial adviser who is experienced in advising both individuals and companies on a wide range of financial matters, but is particularly focused on pensions and investments. His experience of providing face to face financial planning advice now spans over 27 years and has included time working in London for a large bank, a major insurance company as well as a very large independent financial adviser.

Following this Alan formed Agility Financial Solutions Ltd in Beaconsfield in 2009 which now trades from offices in central Amersham.

We work from the whole of market and are therefore not tied in any way to any investment house or strategy. In an industry which has a reputation of making simple things complex, here we aim to make complex things simpler.

Our focus is to deliver high quality and accessible advice at a fair price to personal clients with existing pension plans (retirement funds) and/or investment lump sums.

All clients are supported by a small team of experienced and qualified individuals working behind the scenes to help you achieve your objectives.

So that we can give you the very best advice, we expect to get to know you really well and we want you to keep in touch on a regular basis.

Whether it is for a lump sum investment, for pension planning or pension drawdown, investment success comes from the consistent application of a robust process.

Typically the type of new client we are looking for are based in Buckinghamshire, Berkshire or the London areas and will usually have already built up a reasonable level of savings but are now seeking greater structure so as to help improve potential for investment growth.

We are always happy to meet with potential new clients and offer an initial consultation of up to 45 minutes free from any obligation, (or charge) to help you decide whether or not we are the right “fit” for you.

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Review of AGILITY Financial Solutions Ltd by Angela Simpkins
2 months ago

Alan has looked after our pensions and investments for several years. We receive fantastic service, with regular reviews and updates on how our pensions and investments are performing. Alan is down-to-earth and his advice has been impeccable over the years. We receive a consistently high level of service from Alan and would not hesitate to recommend him and the team at Agility Financial.

Angela Simpkins
Review of AGILITY Financial Solutions Ltd by Pauline Lucas
4 months ago

I had a review with Alan when I needed advice on investing a final pension payment from my employer in 2015. He reviewed all my investments very clearly and set out how Agility could help me consolidate them and gain a much better managed return with a risk level suitable to my circumstances. I have now been with Agility for two years and have been very satisfied with the progress my funds have made and the contact level, which is not intrusive but available when I want it.

Both Alan and Sharon, the practice manager, are approachable and pleasant to deal with and I would recommend them.

Pauline Lucas
Review of AGILITY Financial Solutions Ltd by George Philp
1 month ago

I have retained Alan Drysdale of Agility Financial Solutions (AFS) as my independent financial adviser (IFA) for approaching four years now. I have been very impressed and grateful that Alan's management of my pension portfolio has significantly outperformed the market norm. Yes, you pay fees for an IFA's advice and management, but Alan's management has resulted in my portfolio being worth more (after deduction of fees) than it would have been non-managed. Alan's knowledge, advice, regular contact, and careful consideration of my attitude to financial matters has provided me with total confidence in Alan and AFS. I have total trust in Alan and have no hesitation whatsoever in recommending Alan and AFS as Independent Financial Advisers.

George Philp
Review of AGILITY Financial Solutions Ltd by Amy McCabe
4 months ago

Agility Financial Solutions have been advising me financially for the past 11 years. The advice I have received has been professional, practical and personally successful in managing my finances. I had the experience of two previous Financial Advisors before researching, visiting and entrusting my finances to Agility Financial Solutions. Over the ensuing years I have noted the experience, expertise and care taken to understand my personal finances with the services that have been offered to me. A M, Ealing

Amy McCabe
Review of AGILITY Financial Solutions Ltd by Adrian Todd
6 months ago

Alan & the Team at Agility Financial Solutions transformed my Pension in terms of Service, Understanding, Value for Money but most importantly Performance. Thanks guys.

Adrian Todd
AGILITY Financial Solutions Ltd on Google Maps

Company Location

Lexham House, 14A Hill Ave, Amersham HP6 5BW, UK

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AGILITY Financial Solutions Ltd Q&A

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What do you love most about your job?

Building a relationship with my clients over time built on mutual respect and trust ; learning more about their financial objectives ; helping/watching clients meet their financial goals.

What inspired you to start your own business?

Having worked within 3 very large financial advice businesses I could see how bureaucracy and sales targets could get in the way of good client outcomes.

Why should our clients choose you?

We are in it for the long term and we do what we say we are going to do ie we don't just 'talk the talk'!

Services provided by AGILITY Financial Solutions Ltd

Services

Independent Financial Advice

Pension & Retirement Planning

Investments

Savings

Insurance & Protection

Financial Planning

Employee Benefits

Tax & Trusts

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