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AGILITY Financial Solutions Ltd

HP6, Amersham

(14)
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‘21 Certificate of Excellence, 2021

About

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.

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Reviews (14)

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5/5

14 customer reviews

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6 December 2019

I contacted Alan approximately three years ago as I had funds with four fund providers, wanted to consolidate into one fund and was in need of assistance. Alan was very thorough in describing the options available, explained why my existing funds were underperforming and I've not looked back since. My funds are now better managed with easy access via Alan to change my portfolio. Regular updates from Alan are a constant theme and most importantly he breaks through the jargon. I'd happily recommend Alan and Agility to anyone. More...

Reviewed on Google Maps

6 November 2019

We've known Alan since he worked at our local bank nearly 30 yrs ago. We've kept in touch over those years and have been using Agility, for our financial/pension advice, since he 1st started the business. We have no hesitation in highly recommending Alan and the Agility team! More...

Reviewed on Google Maps

26 October 2019

I was introduced to Alan Drysdale through a friend who had also been advised by him when I was looking for a trustworthy pension adviser 3 years ago. I have found Alan to be excellent - very knowledgeable, approachable, generous with his time and able to explain a complex subject with clarity and patience. He has also brought to my attention other financial aspects outside the pensions arena, such as estate planning, that I need to take into account. I would have no hesitation in recommending him. More...

Reviewed on Google Maps

21 January 2019

Just wish we had found Alan sooner! As is often the case we had neglected our pensions during 20+ years of self-employment. Luckily Alan was able to rescue the situation. Alan takes the time to fully review our requirements and explain everything in layman's terms. I would recommend Alan and his team at Agility Financial Solutions Ltd to anyone looking to maximise their finances. More...

Reviewed on Google Maps

23 October 2018

We had been so busy running our business that my wife and I had taken very little notice of our pension's performance. After meeting with Alan who took plenty of time to explain everything to us we felt much better informed and felt comfortable letting Alan take control. Since doing so we have been very happy with the way things are going. Would be very happy to recommend him. More...

Reviewed on Google Maps

25 July 2018

Very happy with the service provided by Alan and the team, and have recommended Agility to several family members and friends.

Reviewed on Google Maps

25 July 2018

I suspect I am not alone in having neglected my pension for years while I tried to focus on developing my career. I had always assumed that "someone" was taking care of things. Thank goodness I found Agility in time to take an active role in managing my investments to our mutual benefit. Alan took great care to help me develop a good understanding of the various risk/reward models and to arrive at a profile that I am comfortable with. I like the idea that his (reasonable) charges provide motivation for Agility to work on my behalf, allowing me to get on with enjoying my life, knowing I'm in safe hands. More...

Reviewed on Google Maps

21 May 2018

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

Reviewed on Google Maps

21 May 2018

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. More...

Reviewed on Google Maps

21 May 2018

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 More...

Reviewed on Google Maps

21 May 2018

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. More...

Reviewed on Google Maps

21 May 2018

I met Alan through a former employer and was impressed by his ability to understand my requirements in terms of my financial future. My wife and I decided that we would transfer my pensions and other investments under Alan's management an we have never regretted our decision.Through Alan's careful management and our open attitude to risk and reward we have seen amazing growth in the value of our assets.We meet with Alan once a year to review the previous year and the next 12 months and these sessions are very helpful in planning our future.Alan and his staff are very reactive and helpful and we would recommend Agility to anyone looking for a proactive financial manger. More...

Reviewed on Google Maps

21 May 2018

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. More...

Reviewed on Google Maps

30 January 2018

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. More...

Reviewed on Google Maps

Q&As

Building a relationship with my clients over time built on mutual respect and trust ; learning more about their financial objectives ; Wealth Management ie helping people to get their pensions and savings to grow for when they will need it in the future.

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.

We are in it for the long term , we are working for YOU and we do what we say we are going to do ie we will always try our best for YOU.

Although I prefer to meet clients face to face I am happy to use Teams to supplement what will be a more personal service.

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