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Our fee approach

Financial advice can be transformative, but only if it’s fair and effective. Learn what you can expect when you become an AGILITY client.

What you’ll pay for

With us, it won’t cost you a penny to get some initial advice about your circumstances, since your first meeting is always free of charge.

If you’d like to sign up for our services in full, you’ll pay an agreed fee for two things:

  • A financial plan, comprehensive in scope and tailored to your individual needs,  including the implementation of any recommendations that we make.
  • Ongoing support, including management of your invested assets and regular reviews

Our pricing reflects your goals, situation, and level of invested wealth, and no action will be taken without your express permission. At every stage, you’ll get invaluable guidance at no extra cost.

Why it’s worth it

What can a financial adviser help you with that you can’t find out yourself on the internet? To those who’ve already benefited from advice, the answer is obvious, but if you’re unsure, there’s a compelling reason to consider it.

Research by the International Longevity Centre and Royal London found that people in the UK who took professional financial advice between 2001 and 2006 were on average £47,706 wealthier after 10 years than those who didn’t. If those results sound appealing, get in touch today to learn how we could help you.

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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    AGILITY Financial Solutions Ltd. is authorised and regulated by the Financial Conduct Authority (FCA). FCA No: 496257. Registered office: Oakridge House, Wellington Road, High Wycombe, Buckinghamshire, HP12 3PR. Registered in England and Wales No: 06785682. The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses are not able to resolve themselves. To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk.

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