AGILITY Financial Solutions Ltd

Reviews

1. Debbie Falce ★★★★★

   I decided to increase my salary sacrifice for my company pension and as I was investing more in this I decided to get more personalised advice to make my money work more efficiently for me. Alan Drysdale at Agility has taken the time to explain the investment process behind pension schemes and has listened to what I want and need and has acted accordingly. He has advised me on the type of investments I should be looking into based on my expectations. As a result my investments have grown considerably compared to the standard company scheme I would have been enrolled in. I am very happy with the returns and service provided.

   almost 8 months ago
2. Karl Marshall ★★★★★

   I highly recommend Alan Drysdale as a Financial Advisor based on my own experience of consolidating my multiple pensions into a single pot for him to manage on my behalf. In the 2 years that I have worked with Alan, the growth of my pension fund has far exceeded the performance of my previous pensions, and I also benefit from his proactive management and communication which keeps me updated on any developments.

   almost 8 months ago
3. Jane ★★★★★

   My husband and I have been Alan's clients for more than a decade now, since we decided we needed help to consolidate our various pension plans and focus on building a decent retirement fund. He and his team are professional, friendly and efficient, and monitor the investments regularly. Alan takes time to understand our needs and explains everything with great clarity. His ongoing service has removed the bewilderment of potential investment choices and I am confident that he will continue to act in our best interests in the future as our needs change.

   1 year ago

1. Random Bloke ★★★★★

   Alan Drysdale and Agility have been looking after my pension for almost 20 years. The service always comes with a smile, a raft of experience and expertise. Everything is always explained fully in understandable language. I’m not able to offer a more detailed review because most of the work goes over my head. That’s fine though, I have every confidence Alan knows what’s going on and my pension is in very safe hands. I’d highly recommend Agility and Alan. In fact, I have to many people. I can honestly say that my retirement plans are far more optimistic than they would be without Alan.

   1 year ago
2. 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.

   almost 2 years ago
3. 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.

   more 6 years ago

1. Steve Binder ★★★★★

   I suspect I am not alone in having neglected my pension for years while I tried to focus on developing my career. I had always assumed that "someone" was taking care of things. Thank goodness I found Agility in time to take an active role in managing my investments to our mutual benefit. Alan took great care to help me develop a good understanding of the various risk/reward models and to arrive at a profile that I am comfortable with. I like the idea that his (reasonable) charges provide motivation for Agility to work on my behalf, allowing me to get on with enjoying my life, knowing I'm in safe hands.

   more 7 years ago
2. Nigel Turner ★★★★★

   I met Alan through a former employer and was impressed by his ability to understand my requirements in terms of my financial future. My wife and I decided that we would transfer my pensions and other investments under Alan's management an we have never regretted our decision. Through Alan's careful management and our open attitude to risk and reward we have seen amazing growth in the value of our assets. We meet with Alan once a year to review the previous year and the next 12 months and these sessions are very helpful in planning our future. Alan and his staff are very reactive and helpful and we would recommend Agility to anyone looking for a proactive financial manger.

   more 8 years ago
3. A 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.

   more 8 years ago

1. Pauline Lucas ★★★★★

   I had a review with Alan when I needed advice on investing a final pension payment from my employer in 2015. He reviewed all my investments very clearly and set out how Agility could help me consolidate them and gain a much better managed return with a risk level suitable to my circumstances. I have now been with Agility for two years and have been very satisfied with the progress my funds have made and the contact level, which is not intrusive but available when I want it. Both Alan and Sharon, the practice manager, are approachable and pleasant to deal with and I would recommend them.

   more 8 years ago

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