We know that if you haven’t done so before, getting the help of a financial planner can seem daunting or you could be worried that it will cost more than you gain from the relationship.
AGILITY Financial Solutions Ltd has one simple objective: to ensure that our financial planning delivers the best possible returns to our clients.
This definition will vary from client to client because your situation, your requirements and goals will be individual to you.
We also recognise and understand from our experience how important it is to have a professional working relationship where you feel happy and comfortable. What does this mean? You need to know that the ongoing management of your finances is straightforward, so you can see how everything is working for your benefit and there is a smooth and easy process for you to engage with.
AGILITY Financial Solutions Ltd service:
AGILITY Financial Solutions Ltd is authorised and regulated by the Financial Conduct Authority
Registered Office: Oakridge House, Wellington Road, High Wycombe, Buckinghamshire, HP12 3PR
Registered in England and Wales No: 06785682
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses are not able to resolve themselves.
To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.