We will discuss your future lifestyle and maintaining the cashflow to support it. You should enjoy life and understanding your financial position is key to making that happen.
To support your financial life, we specialise in advice in the following areas;
There are literally thousands of investment options to choose from and that’s why Agile is independent. Most people want to be assured that their adviser searches the whole market before recommending the right mix, whatever the aim of the investment.
Some of the main investment types we deal with are Pensions, ISA’s, Unit Trusts, Investment Bonds, Enterprise Investment Schemes and Venture Capital Trusts.
What does the perfect retirement look like?
Have you done enough?
Agile is a pensions and retirement planning specialist and can give advice on the more complex aspects of retirement planning.
“It will never happen to me.”
Whatever ‘it’ is, sometimes ‘it’ does. Can you be sure that if the worst happens your family will be left in the right place financially? If this is important to you then it’s important that we have a chat about it.
Quite simply, getting your wealth to your loved ones as easily and as tax efficiently as possible.
Whether it’s ensuring that you have minimised your inheritance tax bill or if you want to make sure that your loved ones are looked after financially when you’re gone, Agile can set you on the right track.
We will work with solicitors in relation to your wills, powers of attorney and trust planning to ensure you have the peace of mind you need.