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Buckinghamshire
Welcome to Agility Financial Solutions Ltd. Alan Drysdale is an independent financial adviser who is experienced in advising both individuals and companies on a wide range of financial matters, but is particularly focused on pensions and investments. His experience of providing face to face financial planning advice now spans over 30 years and has included time working in London for a large bank, a major insurance company as well as a very large independent financial adviser.
Angela Simpkins
Alan has looked after our pensions and investments for several years. We receive fantastic service, with regular reviews and updates on how our pensions and investments are performing. Alan is down-to-earth and his advice has been impeccable over the years. We receive a consistently high level of service from Alan and would not hesitate to recommend him and the team at Agility Financial.
Rated Excellent on TrustPilot - https://uk.trustpilot.com/review/nickhooper.co.uk I'm a friendly, fully independent financial adviser who specialises in Ethical and 'Green' portfolios for pensions and ISAs, as well as protecting young families and ensuring they have adequate cover in place. I have qualifications in Investment Management, Mortgages, Trust planning as well as experience of advising individuals as well as businesses.
I am committed to establishing and nurturing long-term relationships and ensuring that the financial solutions I deliver are with a high degree of professionalism and integrity. I am passionate about empowering my clients to achieve their own personal financial objectives. My core focus is developing bespoke strategies to help build and preserve the wealth of my clients. I do this using financial modelling software to create tailored plans designed to improve and strengthen the long-term financial position of my clients.
Buckinghamshire
Kingdom Wealth Management, an Associate Partner Practice of St. James's Place Wealth Management provides holistic Wealth Management services to Private Clients, Business Owners, Charities and Trustees on many different aspects of financial planning helping to achieve client’s financial goals and objectives. Our services areas includes - Pensions, Investments, Protection, Mortgages, Trust & IHT Planning
Buckinghamshire
Incredibly valuable financial advice at a fantastic fair price. Our clients are typically 45+ who are looking to get serious about their retirement. They are perhaps confused about all the options and what sort of income their pensions and investments can give them. They basically want to know they are going to be OK. We also help young business owners who have made a success of their business and are now making serious money which is being lost to the tax man. The first meeting is always at our expense and we do not talk about financial products during this meeting. Until we get to know you and what you want we don't feel we can talk to you about your money or tell you what to do with it. By the end of our second meeting (also at our expense) you will have a draft financial plan prepared and will know with absolute certainty whether you are going to be OK and if not, what you need to do. Our financial planning, investment, pension and tax advice is all provided by fixed monthly fees which work on a pay as you go basis. No initial fees and no tie in. Our prices start from just £37 per month.
I love making a massive difference to people's lives and helping them live the lifestyle they want, without stress or money worries. I know from experience I have been the difference to some clients retiring much earlier than they ever thought possible.
I also love the fact we are different to most financial advisers and are really changing the way advice is delivered.
I have worked in financial services for over 10 years and whilst working for other people I could never run things the way I wanted. I always had plenty of ideas to provide financial planning advice differently e.g. fixed fees, low cost, 24/7 meetings, using technology to provide information to the client instantly. But because most financial advisers have run an old fashioned business model fr some time it is very hard for them to change.
Quite frankly we are not going to rip clients off with percentage based charging. Our fees are fixed and paid on a pay as you go basis. We have no products to sell, only financial plans and solutions that will deliver what you want. For most clients that meet us we don't need to transfer their pensions or investments as we can help them manage what they already have by making a few tweaks here and there.
