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AGILITY Financial Solutions Ltd

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Amersham, United Kingdom

agilityfinancial.co.uk
Financial planner· Financial consultant· Investment service

AGILITY Financial Solutions Ltd Reviews | Rating 5 out of 5 stars (8 reviews)

AGILITY Financial Solutions Ltd is located in Amersham, United Kingdom on Lexham House, 14A Hill Ave. AGILITY Financial Solutions Ltd is rated 5 out of 5 in the category financial planner in United Kingdom.

Address

Lexham House, 14A Hill Ave

Phone

+44 1494680848

Service options

Online appointmentsOn-site services

Amenities

Gender-neutral toiletsToilets

Open hours

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Andrew Lemon

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.

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Kerry Trigg

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.

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Doug Pickup

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!

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John Hutchinson

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.

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Steve Binder

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.

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Nigel Turner

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.

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Deborah Comer

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.

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A Simpkins

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.

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