FAQs

Yes. AGILITY Financial Solutions provides independent financial advice, so the advice you receive is designed around your needs rather than being fixed to one provider or one idea. You can read more in Why choose us to see why clients trust us.

Yes. AGILITY Financial Solutions Ltd is authorised and regulated by the Financial Conduct Authority, and the firm’s FCA number is 496257. You can learn more about the firm in Who we are for more details.

Yes, you can choose between meeting in person or speaking on a video call. In the early stages, we usually prefer to meet face to face so we can get to know you properly and understand what you want to achieve. Your client journey explains what you can expect when you work with us.

Face-to-face meetings are held at our office in Amersham. You will find us at Lexham House, 14A Hill Avenue, Amersham, Buckinghamshire, HP6 5BW. You can contact the team through Get in touch to arrange a conversation.

Yes. There is parking available at our Amersham office for clients attending face-to-face meetings. You can contact the team through Get in touch to arrange a conversation.

AGILITY Financial Solutions has been providing financial advice for 17 years. The firm was founded by Alan Drysdale with the aim of providing tailored financial support to people in South Buckinghamshire. You can learn more about the firm in Who we are for more details.

We are based in central Amersham, close to the station. Many of our clients are located outside the local area, so you do not need to live nearby to work with us. You can contact the team through Get in touch to arrange a conversation.

Yes. You can read reviews on VouchedFor and Google, including feedback from clients who value the friendly, informed and professional service they receive. You can read more in Why choose us to see why clients trust us.

Our FCA registration number is 496257. You can use this number to check our authorisation with the Financial Conduct Authority. You can learn more about the firm in Who we are for more details.

We work with clients in Amersham, Beaconsfield, Chesham, Gerrards Cross, Chalfont St Giles, Chalfont St Peter, Chesham Bois, Little Chalfont and West London. We also support many clients who are based outside the local area. You can contact the team through Get in touch to arrange a conversation.

No. We do not advise on mortgages. How we help outlines the areas of advice we support.

No. We do not advise on equity release. How we help outlines the areas of advice we support.

Yes. We can advise on personal pensions and help you understand how they fit into your wider financial plan. Planning for retirement explains more about how we support retirement goals.

Yes. We can help you consolidate multiple pensions where it is suitable for your circumstances. Planning for retirement explains more about how we support retirement goals.

Yes. We can help you plan how to take your pension tax-efficiently, based on your needs and objectives. Planning for retirement explains more about how we support retirement goals.

Yes. We can help you invest an inheritance you have received and consider how it fits with your wider financial goals. Investing in your future explains more about support with investments and life changes.

Yes. We can advise on self-invested personal pensions (SIPPs) where they are appropriate for your circumstances. Planning for retirement explains more about how we support retirement goals.

No. We do not advise on final salary or defined benefit transfers. How we help outlines the areas of advice we support.

No. We do not offer advice on long-term care or later-life planning. How we help outlines the areas of advice we support.

Yes. We can help with Inheritance Tax planning and estate planning as part of your wider financial plan. How we help outlines the areas of advice we support.

Yes. We can advise on investments such as ISAs and help you decide how they fit into your wider plans. Investing in your future explains more about support with investments and life changes.

Yes. We can advise on protection such as life insurance, critical illness cover and income replacement. How we help outlines the areas of advice we support.

Yes. Your first meeting is always free of charge, so you can get initial advice about your circumstances without paying a fee. Our fee approach explains more about fees and value.

Our minimum fee is usually £3,500. The exact fee will depend on your goals, your situation and the level of work involved. Our fee approach explains more about fees and value.

The cost of a financial plan is usually included within the minimum fee. Any fee will be agreed before you decide whether to proceed. Our fee approach explains more about fees and value.

We use a mixture of fixed fees and percentage-based fees. The approach will depend on your circumstances and the work involved. Our fee approach explains more about fees and value.

Our services are currently VAT exempt. This means VAT is not currently added to the fees you pay for our services. Our fee approach explains more about fees and value.

We have a competitive fee scale, tiered according to the value of the funds we advise on. We will explain the fees clearly before any action is taken. Our fee approach explains more about fees and value.

We have a competitive fee scale, tiered according to the value of the funds we advise on. This means the fee structure reflects the level of invested wealth and the advice required. Our fee approach explains more about fees and value.

If something goes wrong or you have a complaint, please inform Alan Drysdale in the first instance. He will be your first point of contact, so the matter can be addressed. You can learn more about the firm in Who we are for more details.

Yes. We are insured to give financial advice. You can learn more about the firm in Who we are for more details.

You can check our FCA registration and authorisation using the FCA website. Our FCA registration number is 496257. You can learn more about the firm in Who we are for more details.

Yes. Alan is included in the VouchedFor Top Rated Guide, which is based on client feedback. You can read more in Why choose us to see why clients trust us.

Yes. We can help you understand whether early retirement is possible and how your pensions, savings and investments could support your plans. Nearing retirement explains more about support as you approach retirement.

Yes. More than 65% of our business is related to retirement planning, so this is a significant part of the work we do for clients. Planning for retirement explains more about how we support retirement goals.

Our clients are typically aged 45 and over. That means we generally work with people who are already building or managing meaningful wealth. You can learn more about the firm in Who we are for more details.

Yes. We work with company directors and self-employed clients. Workplace solutions explains more about support for business owners and workplace needs.

Yes. We work with both clients approaching retirement and clients who are already retired. You can read more in Nearing retirement and Planning for retirement to see how we support clients at different stages of retirement.

Yes. We can help clients who have inherited money consider how to invest it and how it fits into their wider financial plan. Investing in your future explains more about support with investments and life changes.

Yes. We can help clients manage their finances after a bereavement and provide guidance at a difficult time. Investing in your future explains more about support with investments and life changes.

We work with business owners, retirees and professionals. Our advice is tailored to your circumstances and what you want to achieve. How we help outlines the areas of advice we support.

Not usually. Our service is generally designed for UK-based clients. How we help outlines the areas of advice we support.

Yes. Many of our clients already have plans in place and need advice on how to manage or improve them. Your client journey outlines the steps we usually take when supporting clients.

There is no hard and fast rule. However, clients will usually have investable assets exceeding £250,000. Our fee approach explains more about fees and value.

You can book an initial meeting by email or telephone. The first step is simply to get in touch so we can arrange a convenient time to talk. You can contact the team through Get in touch to arrange a conversation.

No. Your initial meeting is free of charge, giving you the opportunity to discuss your circumstances before deciding whether to move forward. Our fee approach explains more about fees and value.

Please bring general financial information and an outline of any existing financial arrangements. This helps us understand your current position and the areas where you may need advice. Your client journey outlines the steps we usually take when supporting clients.

In the first meeting, we talk about your existing and previous planning, as well as your objectives for the future. It is a chance for us to understand what matters to you and explain how our approach could help. Your client journey explains what you can expect when you work with us.

You should usually allow 30 to 60 minutes for an initial meeting. That gives us enough time to discuss your current position, your goals and the next steps. Your client journey outlines the steps we usually take when supporting clients.

No. The initial meeting is there to help you understand whether working with us feels right, and there is no obligation to sign up at that stage. Your client journey explains what you can expect when you work with us.

No. We do not currently have a female financial adviser available to work directly with clients. However, on Meet the team, you can get to know the experienced female team members who support clients, including Lindsey Drysdale, who oversees internal business practices, compliance, and regulation, and Karen Curum and Janette Day, who support our clients as client service officers.

We will usually communicate with you 12 times a year. You will also usually meet with us annually to review your position and make sure your plan remains suitable. Your client journey explains what you can expect when you work with us.

Yes. Cashflow forecasting and planning are available as part of our service where they are appropriate for your circumstances. Your client journey outlines the steps we usually take when supporting clients.

If your circumstances change, we may ask you to complete an updated fact-find and, depending on the significance of the change, arrange a meeting. Financial plans need to be flexible, so your plan may need to be changed to reflect your new position. Your client journey outlines the steps we usually take when supporting clients.

Yes. We can work alongside your accountant or solicitor where their input is helpful to your financial planning. Your client journey outlines the steps we usually take when supporting clients.

Yes. We can coordinate with your mortgage adviser if they need information from us. Your client journey outlines the steps we usually take when supporting clients.

Yes. You will be able to see the value of your investments online. Your client journey explains what you can expect when you work with us.

Yes. We provide an online portal so clients can view their investments. Your client journey explains what you can expect when you work with us.

You will usually meet with your financial adviser annually. These meetings are an opportunity to review your plan and make any changes needed. Your client journey explains what you can expect when you work with us.