Workplace solutions

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

The partner you never knew you needed

Running a business is hard work, but only those who’ve been at the coalface themselves understand just how time-consuming it is. To stop important matters like employee wellbeing from falling further and further down the to-do list, perhaps it’s worth reaching out for external support.

Our director and financial adviser has been at the helm of AGILITY since 2009, and in the financial services industry for many more years besides. He and his team truly understand the pressures you face, and will make it their mission to leave you and your employees feeling happier and more content.

If you’re interested in becoming our newest client, get in touch with our team today.

Answering the big questions

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

Do you offer employee benefits support?

Whether you’d like to attract better talent to make your company more appealing for a future sale, or simply want to give something back, our employee benefits experts can help. The bespoke benefits package we’ll create for you could include private medical insurance, long-term sick pay, and much more.

Can you help with
auto-enrolment?

When the government introduced pension auto-enrolment in 2012, many employers made hasty decisions and are now unsure how to move to a better provider. With decades of experience working with business owners and executives, we’ve got the knowledge you need to streamline your workplace pension process.

Will you give advice to my employees?

Being a good employer is all about working with the right third-party professionals to give your staff the support they need. Choose us, and we’ll happily hold workshops or webinar sessions to educate your team about their pension and their overall financial wellbeing.

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

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

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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