Proud to be fully independent
We won’t ever be influenced by a wealth manager or product provider and when we recommend a strategy for you it’s always after a fair analysis of the market. We aren’t conflicted by having our own investment products or funds. Our only product is great financial planning, relevant to your circumstances.
Working in this way means we can always be on your side. If circumstances require us to change your strategy, we are able to arrange that for you as part of your review service. The products we recommend wouldn’t usually have any exit fees.
Personal, Friendly, Open & Honest
Your life can’t be placed on a template. Personal service, tailored to you, is at the heart of what we do.
We will work in partnership with you to understand your dreams and what you want to achieve in life, helping you make great financial decisions to get there. That means ‘telling you like it is’.
We won’t allow you to make costly mistakes without first making things absolutely clear. It’s our job to highlight the benefits of your actions but it’s also important for us to explain the risks.
Straightforward, cost effective, future proof
We hate piles of paper and wasted time. This just costs you more money.
We use technology to create an efficient and engaging service for you, such as giving you access to your very own personal finance portal, containing all of your investments and our recommendations. We also use cutting edge lifetime cash flow modeling tools to bring your financial planning to life.
- This ensures we spend your precious time concentrating on what matters most – discussing your future.
Protection for you
If you wish to register a complaint, please write to or telephone:
Agile Independent Financial Advice, Airedale House, 423 Kirkstall Road, Leeds LS4 2EW.
Tel: 0113 8730202. Email: email@example.com
A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4 567.
The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.