Services


AGILITY is an independent firm that provides financial planning services across a wide range of areas:

Pension planning and pension performance reviews

Options at retirement including drawdown pensions and annuities

Wealth management services

Savings and investment

Estate planning and inheritance tax planning

Family protection including death, long term sickness and critical illness

Pensions and divorce

Holistic financial planning

Cashflow modelling 

Investing for good

There are common themes running through all the service areas:

There are common themes running through all the service areas:

  • Ensuring you get great value from every part of our service


  • An easy-to-work with – but highly effective – process


  • Investing for good


  • Seeking to provide strong returns on your invested funds



  • Helping you fix problems or deal with complex needs


  • Ensuring you get great value from every part of our service


  • An easy-to-work with – but highly effective – process


  • Investing for good


  • Seeking to provide strong returns on your invested funds



  • Helping you fix problems or deal with complex needs


To explore each individual service area, simply click on the relevant box below to find more detail:

Share by: