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.

Your golden years, polished to perfection

Did you ever actually sit down and work out exactly what you want from retirement? Most people never do. As a result, they’re unclear whether their money is working hard enough for them, a problem an experienced financial adviser can solve in no time at all.

At AGILITY, we specialise in helping people at retirement make the most of their hard-won time and money. With the help of our advisers, you’ll create a retirement strategy that truly works for you.

There’s no time like the present. Contact us today for a free, no-obligation discussion about your financial future.

Answering the big questions

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

Could consolidating pensions help me?

The last thing you want is to spend your prime years bogged down by paperwork. Combining multiple pension pots into one could make this process easier, even more so when you have a trusted adviser taking care of everything. Let us make life a little easier, and help you reap the financial benefits too.

Is my pension fund flexible enough?

Now you’re retired, you need to have access to the wealth you’ve worked so hard to build, however you want to access it. Our advisers will ensure your pension provider offers you the flexibility you seek, and make the necessary changes if not. With our help, nothing will hold you back from your dreams.

How can I best protect my legacy?

In retirement, thoughts turn to our loved ones and making sure they’re provided for. As well as helping you put any necessary documentation in place, our experts can ensure your beneficiaries won’t pay more tax than is absolutely necessary. That way, you’ll have a legacy you can truly be proud of.

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

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

Resources

If you’re seeking a helping hand, you’re in the right place. Our useful publications and materials are all free to access.

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