Truly Independent – and proud of it!
We originally met Chris when he worked in the building society. He listened to us carefully and seemed to understand that we had lost faith in financial advisers and that we were very cautious investors. We had accrued cash ISA’s with various providers and Chris advised us to consolidate them into stocks and shares ISA’s on various platforms with different suppliers to spread the risk, he also arranged an income from these. This consolidated our accounts to simplify things for us. During our first meeting with Chris we felt comfortable with his approach to our financial requirements, he took the time to understand our unconventional lifestyle and because of this understanding we have followed him to his new independent venture and wish him all the best with this and look forward to a lasting and informative relationship in the years to come.
A & S Marshall | Pudsey, Leeds | Wealth Management
Personal, Friendly, Open & Honest
You are not a number. Personal service, tailored to you, is at the heart of Agile.
Straightforward, cost effective, future proof
Experience tells us that many advice firms are stuck in the past. Whether it’s the piles of paper or just an old way of thinking, what that may mean for you is higher cost and more lost time.
Protection for you
Agile is authorised and regulated by the Financial Conduct Authority. In order to give advice, it’s important that we adhere to the strict rules and regulations set out by them.
Click here to see our entry on the FCA register.
We are committed to ensuring that you get the best service possible. To help ensure this, Agile works closely with Compliance First, who are part The SimplyBiz Group. They are the largest provider of support services for financial advisers in the UK and provide Agile with guidance and audit services to ensure that you continue to get the best.