Investing in your future

With our expert guidance, you’ll view tough situations like bereavement or divorce as a turning point from which to grow.

A helping hand when you need it most

Facing redundancy. Getting divorced. Losing someone close. These are deeply difficult times in one’s life. On top of this, there are practical, financial matters to deal with, which is why having a trusted adviser you can turn to is so important.

For nearly 20 years, people in Beaconsfield and Amersham have reached out to us for tailored financial support. Every member of our close-knit team truly cares about helping the members of our community to thrive, even in times of hardship.

Don’t go it alone. Speak to us in confidence and share the load.

Answering the big questions

With us, you’ll never be left in the dark. Here, we address some of our most commonly asked queries.

What should I do with my lump sum?

Whatever the circumstances behind you coming into money, working out what to do next is a decision fraught with worry and uncertainty. Work with us, and we’ll shoulder the burden. Our friendly, reliable team can create a savings and investment portfolio that will secure and grow your wealth, stress-free.

Have I got the right protection in place?

It’s never too late to safeguard your wealth for the benefit of your nearest and dearest. Our experts have spent many years helping people in situations like yours put in place things like life insurance and critical illness cover. You can count on us to do what’s right for you and your loved ones.

Can I minimise tax on my estate?

There’s no need for your beneficiaries to pay more tax than necessary on the assets you’ll leave behind. All it takes is a trained professional to work out how to structure your estate in the most tax-efficient way. With us, you’ll get both the outcome and the lasting peace of mind that you deserve.

Your client journey

It only takes five simple steps to get you closer to your ultimate goal of financial peace of mind. Here’s our tried-and-tested process.

Introduce

Our first meeting together is all about making sure we’re both singing from the same hymn sheet.

You tell us your financial concerns, we’ll explain our bespoke approach, and if you like what you hear, we’ll be happy to help you move forward.

Explore

The next stage is to work out how to achieve your aims, by investigating your current position and finding solutions that fill the gaps.

Our friendly team will contact the necessary providers to get the background information needed, then pull together a detailed plan of how to get the results you seek.

Present

When your AGILITY plan is ready, you’ll get an in-depth explanation of our recommendations and why our experts believe they’re your best course of action.

You’ll get clear, jargon-free answers to any questions you may have, so that you’re completely confident your objectives are reflected before giving us the go-ahead.

Implement

With your permission, our specialists will put the recommendations from your personalised plan into action right away.

All paperwork will be taken care of for you, and you’ll be kept informed of progress at every stage until your new products or solutions are in place.

Review

Creating a financial plan isn’t a one-time task, but a continual process, and we’ll help you review and update it whenever needed.

Your AGILITY adviser is available whenever you need them, but you’ll usually meet at least once a year to ensure any necessary changes are made.

More services for you

Nearing
retirement

Now’s the time for your best-laid plans to take shape. With our help, you’ll make a prosperous start to life’s next chapter.

Take me there

Planning for
retirement

Whatever you want from later life, we’ll ensure your retirement plans give you the scope to achieve any goal, big or small.

Take me there

Workplace
solutions

Make your life less stressful and your employees’ lives more comfortable with specialist support from our experienced advisers.

Take me there

Will
writing

Get the guidance you need to create a will that takes care of everything you love, just the way you want it.

Take me there

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

    
 
 
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   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.
  
 
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   Mark C 
 
 
 
  My experience of Alan (and team) at AGILITY, is nothing short of fantastic. Always found to be courteous, professional and extremely knowledgeable.
  
 
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   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.
  
 
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   Shree Mohan 
 
 
 
  We appreciate the personal touch from the AGILITY team and their insight into the future financial challenges. Thank you to the team.
  
 
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   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.
  
 
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   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
  
 
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   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.
  
 
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   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!