10/07/24
How “time travelling” as part of your financial plan could help you secure your goals
Read further
92.110%
believe working with us has helped or will help them achieve their financial goals
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 advisers are available whenever you need us, but you’ll usually meet us once or twice a year to ensure any necessary changes are made.
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.
92.310%
would recommend us to family, friends, or work associates
89.740%
are very satisfied with the speed of response from our support team
Production
