Who we are

Working with us isn’t a transaction. It’s a relationship. Place your trust in our friendly, hard-working team for the long term, and the rewards will speak for themselves.

There for you, for life

Your family and your career are the two pillars around which your life is built, so it’s important to make sure they have the strongest possible foundations. With a professional adviser taking care of your finances, you’ll feel less stressed and excited for the future, and we’d love to be with you for the whole journey.

AGILITY Financial Advisers was founded by Alan Drysdale in 2009 with the aim of providing tailored financial support to the people of South Buckinghamshire. Work with us, and you’ll benefit from Alan’s wisdom and experience, and his commitment to always do what’s right rather than what’s easy.

Meet Alan

Our core values

These defining principles guide us in every action we take. Discover more about the AGILITY approach.

Value

When you’re parting with your hard-earned cash, it’s vital you have complete faith that it’s going to be worth it. With us, you’ll enjoy fair prices and exceptional service in equal measure.

Community

The neighbouring towns of Beaconsfield and Amersham have been the centre of our personal and professional lives for more than 20 years. We’re proud to support those living in and around the area.

Honesty

Whenever you speak to us, you can expect trustworthy, reliable advice that’s always free from jargon and buzzwords. It’s our aim to be someone you can turn to in good times and bad.

Our investment philosophy

At AGILITY Financial Advisers, we believe that investing can be a force for good for your finances and the wider world when done correctly.

We understand that you want your savings to work hard for you. That is why we take great care in designing your investment portfolio, ensuring it has the potential for long-term growth while reflecting your risk tolerance. Diversification plays a key role in this process because no one should have all their eggs in one basket.

A balanced approach to growth

We take a cleaner, more balanced approach to investing. At AGILITY, we prioritise commercial success while also considering environmental, social and governance (ESG) factors. We believe real progress comes from engaging with established businesses, even those with legacy challenges that are committed to improving their practices over time.

By supporting positive change, we can make a meaningful impact while delivering strong financial outcomes.

Tell me more

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

Meet the team

Expect first-rate service delivered with a smile whenever you speak to any of our colleagues. Get to know us a little better below.

Alan Drysdale

Director and Financial Adviser

Meet Alan

Lindsey Drysdale

Business Consultant

Meet Lindsey

Janette Day

Client Services Officer

Meet Janette

James Timewell

Client Services Officer

Meet James

Who we are

There for you, for life