Richard Hulbert

Practice Manager

Qualifications

On the job

Richard has over 30 years in the financial advice sector. After 20 years as an adviser, he went on to create many of the ratings and IT solutions that the advice industry now relies upon.

Off duty

A fan of the outdoors, he enjoys countryside walks with his family as well as camping and exploring on his paddle board.

Three little things about Richard...

I am a huge advocate of learning. I held volunteer posts as Trustee (governor) of the Misbourne School, Education officer for the Personal Finance Society (PFS), and Chaired the Investment and Life Assurance Group (ILAG) regulations committee.

I created the first whole of market ratings of workplace pension providers and their funds.

I am a Cheltenham Town Football club supporter.

Meet the rest of the team

Alan Drysdale

Director and Financial Adviser

Meet Alan

Lindsey Drysdale

Business Consultant

Meet Lindsey

Karen Curum

Client Services Officer

Meet Karen

What clients say

Countless people just like you have benefited from our services over the years. See their comments for yourself in our reviews and client survey results.

92.110%

believe working with us has helped or will help them achieve their financial goals

92.310%

would recommend us to family, friends, or work associates

89.740%

are very satisfied with the speed of response from our support team

    
 
 
       Posted on Google  
   
   CHARLES KING 
 
 
 
  Alan and the Team provide a friendly, informed and professional service.  Always very happy with the updates and communication, very prompt responses and detailed info.
  
 
      Posted on Google  
   
   Mark C 
 
 
 
  My experience of Alan (and team) at AGILITY, is nothing short of fantastic. Always found to be courteous, professional and extremely knowledgeable.
  
 
      Posted on Google  
   
   Adam Hay 
 
 
 
  Investing through Agility Financial Solutions has been the best financial decision I ever made by a long way. Initially they consolidated all the bits of pensions I had in multiple places. Since then they have invested and managed the funds in one of their portfolios. Alan Drysdale, and his supporting staff, have been excellent throughout. Very knowledgeable and efficient always, and friendly too. Investment performance has been very good and the funds have grown significantly whenever market conditions allow and even otherwise. I thoroughly recommend them.
  
 
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   Silke Bergmann 
 
 
 
  I feel that my investment is in safe hands with Agility, with the regular reviews and annual check-in. Defintely recommend if you don't have the knowledge to manage your fund yourself.
  
 
      Posted on Google  
   
   Shree Mohan 
 
 
 
  We appreciate the personal touch from the AGILITY team and their insight into the future financial challenges. Thank you to the team.
  
 
      Posted on Google  
   
   andrew cheshire 
 
 
 
  It is now ten years since Alan started looking after our pensions and other financial arrangements and it has proved to be an excellent arrangement.  Alan is professional, knowledgable and very good at explaining the intricacies of markets, funds etc.  He has managed our investments and provided very good returns, all with a cheery and patient disposition.  His support staff too are a pleasure to deal with.
  
 
      Posted on Google  
   
   Alison Singleton 
 
 
 
  Alan is very knowledgeable about how to invest in order to make the most of retirement.
  
 
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   Chris Speakman 
 
 
 
  Excellent tailored advice from a trusted company. Very happy with portfolio performance and service provided
  
 
      Posted on Google  
   
   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.
  
 
      Posted on Google  
   
   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!