Our focus is to deliver high quality accessible advice at a fair price to personal clients with existing pension plans (retirement funds) and/or investment lump sums. All clients are supported by a small team of experienced and qualified individuals working behind the scenes to help you to achieve your objectives. So that we can give you the very best advice, we expect to get to know you really well and we want you to keep in touch on a regular basis. Almost all of our existing personal clients benefit from one of our 'Ongoing Investment Portfolio Review' services which will help enable us to monitor your investment results. In all that we do, we never forget that our success depends on delivering value to our clients.
If you are looking to review your employee benefits, group pension or obtain advice on pension automatic enrolment we can provide specialist advice to employers which is designed to deliver greater staff engagement and an enhanced return on investment whilst taking account of new legislation. Having designed your employee benefits package we are available to assist with the efficient communication and any workplace education of the benefits available.
Location / Our Clients
Being based in Amersham our clients typically come from areas including Beaconsfield, Ascot, Berkhampstead, the Chalfont’s, Chesham, Chorleywood, Gerrards Cross, High Wycombe, Maidenhead, Marlow, Rickmansworth, Windsor and London. However, we also have existing clients who are based in Cheshire, Yorkshire and Edinburgh.
Agility Financial Solutions Ltd is authorised and regulated by the Financial Conduct Authority
Registered Office: The Mill House, Boundary Road, Loudwater, High Wycombe, Buckinghamshire, HP10 9QN
Registered in England and Wales No: 06785682