Who we are

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.

Financial Advisor Leeds - Chris Thorpe

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

Professional background

I’ve been helping my clients plan their financial lives for the past 12 years and it gives me a great amount of job satisfaction!

I started my career at a large insurer, giving advice in local building societies,  before moving to a national advice firm. It was here where I decided the best way to help clients is to be completely independent.

I’m pleased to say I’m well qualified, having taken every opportunity to progress my knowledge. I’m a Fellow of the Personal Finance Society, Chartered Financial Planner and have a Master’s degree Financial Planning and Business Management. This puts me well above the average and helps me to add value to the service I provide.

I believe it’s my job to make things simple, straightforward and easy to understand and this is what my clients tell me I’m good at.

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