Who we are

Hi I’m Chris. I can help to plan your financial future.

Why Agile?

Because life changes and sometimes it’s completely unexpected. We should be able to quickly and easily adapt your financial plan to reflect that. It’s your life, not ours.

Chris Thorpe, Agile Financial

Having been made redundant at the age of 58 and facing an uncertain future I thought long and hard about my next career move. I have always wanted to renovate property for profit so I decided to seek out some financial advice. After meeting with Chris to discuss my options of releasing equity in order to buy another property, he suggested we explore the possibility of transferring my Company Pension into a Flexi Drawdown Pension. This allowed me to benefit by releasing a tax free lump sum to purchase my first property. I have not looked back since and I am now on my third renovation project and about to start my own company in Property Development. I would not hesitate in recommending Chris Thorpe for any financial advice or planning.

S Flynn | Garforth, Leeds | Retirement Planning

A message from Chris...

Welcome to Agile. If you’ve decided to take control, pull all your financial pieces together and plan for your future, you’ve found the right place. I believe that great financial planning should be centred around your life. If you choose to work with me, I’ll help you to plan for life’s key moments and importantly I will be here for you throughout, helping you make great decisions. I’ll tell you like it is from the outset, not what I think you want to hear.

Over the past 14 years, the many financial plans I’ve helped to create have given me some great experience and many clients who are with us for life. Your guarantee from me is that I will always have your best interests at heart and I will always be looking at how I can improve what we do for you. I take this responsibility very seriously, because what we do directly affects your quality of life. Your future is our future and if it’s not good enough for me or my own, it’s not good enough for you either.

What I will never do is make our service all about how much you have to invest and nothing else. Your money is yours to spend and the truth is that money is just a tool that allows you to live your life.  You should plan to save, spend and pass on whatever amount allows you and your family to live life to the full. I can help you do that.

Our most satisfied clients see us as their financial guide for life. That’s because I ensure we are here to give you answers to important financial questions when you need them. The biggest threats to your financial freedom are your emotions. So, when your life is changing or when markets are falling, I will be your objective sounding board to help get you through it without damaging your future prosperity.

I hope you’ve got a good feeling from our site. I would love us to have a chat about your financial journey and how you can become our newest client. I promise the time will be worth it.

Chris Thorpe   |    Founder & Chartered Financial Planner

The Agile Team

Sam Ferrington ACII

Paraplanning Consultant

Sam is a Chartered Financial Planner who works alongside Chris to produce financial planning reports for our clients. Her role is to analyse complex financial situations, research financial solutions and ensure that the advice we give continues to meet our high standards.

Suzy Consterdine

Administration Support

With her organisational and administrative abilities, Suzy ensures that our operations run smoothly. She work primarily in client liaison, ensuring that our clients are kept informed of progress at all times. As well as this, her role involves working with the various policy providers to ensure that all transactions are dealt with timely and accurately.

Lucy Norton

Client Manager

Lucy ensures our clients get the great experience they have come to expect. She works primarily in client liaison and engages in day-to-day communications, answering questions and keeping you up to date. She will support your journey from when you join as as our newest client and throughout your future financial planning.