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.

Taking you from work to play, seamlessly

The thought of leaving the 9-to-5 behind is a thrilling one, until the clock starts ticking. Before you know it, your planned retirement date is creeping closer, and you still have no clue whether your finances will support the lifestyle you want. That’s where we come in.

Since 2009, our small yet specialist team has helped hundreds of people in Beaconsfield, Amersham, and the surrounding areas to retire more comfortably. The detailed financial plans we create are completely personalised, and designed to deliver real results.

Get in touch today and take a step closer to your dream retirement.

Answering the big questions

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

Can you help me grow my money?

Yes, we can, but more importantly, we can show you the bigger picture. The bespoke, holistic financial plan our specialists will create for you will help you identify your life’s greatest ambitions. Then, we’ll take steps to ensure you invest and save wisely to achieve all of those goals.

Do I have the right pension fund?

It takes an expert eye to work out whether your pension is costing you too much in fees, or if it’s less flexible than it should be. As experienced and independent financial advisers, we’ve got the know-how to accurately assess your current fund, and the freedom to put a better one in place if needed.

Have I got too many pension pots?

Today, most of us have multiple jobs over the course of our career, which makes keeping track of all our pensions a tricky task. Whether you’re aware of this issue or not, our team can advise if pension consolidation is worth it in your case. If it is, we’ll manage the transition on your behalf.

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

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

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.

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

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

Nearing retirement

Taking you from work to play, seamlessly