Our Clients

No two clients are ever the same, we must understand you, your requirements and your goals and then tailor our service accordingly.

Our clients are from a wide variety of backgrounds and have many different individual requirements. This includes clients enquiring about our services for the first time who have little experience of financial advice. There is usually a financial 'trigger' that creates a need for financial advice, for example:


  • Existing investments not growing or not performing against targets.


  • Retirement income worries.


  • Selling a business.


  • A redundancy payment.


  • A divorce.


  • An inheritance.


Whatever the trigger, AGILITY has probably seen it many times before and will take the time to understand your personal objectives to design a flexible solution that meets your individual needs.


In some cases, our clients don’t have a particular trigger, as such. They simply want to explore financial planning to meet long-term goals.


Whether for Lump Sum Investment or for Pension Planning, investment success comes from the consistent application of a robust process. Having established a client's objectives and individual attitude to Investment Risk, we will recommend a diversified investment portfolio to suit their needs. We actively avoid overly complex investment products where the value to the end investor is unclear.

Keeping an investment portfolio under regular review is just as important as the initial investment decisions. We look to build a long-lasting relationship with our clients, and we encourage the use of our regular review process to rebalance the portfolio asset mix and identify funds which may be in need of replacement. This avoids a portfolio developing too much or too little risk over time as funds change in value and helps to ensure the best value return for our clients.

Keeping an investment portfolio under regular review is just as important as the initial investment decisions. We look to build a long-lasting relationship with our clients, and we encourage the use of our regular review process to rebalance the portfolio asset mix and identify funds which may be in need of replacement. This avoids a portfolio developing too much or too little risk over time as funds change in value and helps to ensure the best value return for our clients.

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