Why choose us

Some decisions shouldn’t be rushed. Here are some reasons to consider working with us, and what we think separates us from the pack.

Trusted by clients like you, for decades

There’s no substitute for word-of-mouth recommendations, but today, verified reviews are the digital equivalent. That’s why we’re so proud to have so much glowing feedback from real clients on VouchedFor, the UK’s leading independent review site for financial advisers.

Testimonials like these demonstrate the value we add to the lives of people in similar circumstances to yours. If you’d like the same financial adviser by your side for many years to come, offering advice that’s truly tailored to your needs, you’re in the right place.

What makes us different

When choosing your financial advisers, it’s about picking a team with the right qualities. Below are the things we’re applauded for most often by our valued clients.

A local firm for local folk

Our main priority has always been the wonderful people of Beaconsfield, Amersham, and the surrounding areas. We’ve got no plans to shift that focus any time soon.

Independent, and proud of it

At AGILITY, we fly the flag for independent financial advice. With no quotas to meet or third-party ties, we’re free to give you the guidance that’s right for you.

Experience
that counts

Our director and financial adviser, Alan Drysdale, is highly qualified with decades of experience. Around him is a team of people who share his knowledge and passion.

The seal of approval

In our most recent client survey, 92.11% of respondents said working with us has helped or will help them achieve their financial goals. Nothing makes us prouder.

Focused on your future

If you can dream it up, we can help you produce a plan to achieve it. Our big-picture advice isn’t just about investment performance, but helping you get more out of life.

Completely personalised

The financial advice you get from us isn’t fixed to one idea or provider. It’s fully independent and designed to be flexible enough to fit your every need or desire.

10 questions you must ask your financial adviser

It doesn’t matter whether you’ve taken advice before or are doing so for the first time. Go no further until your chosen provider has addressed these points.

Show me now

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!