Agility Financial Solutions Ltd

About

We provide face to face financial services and advice with an honest, no nonsense, client focused approach.

Story

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.