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

    
 
 
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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!