Why work with us

You are at the centre of everything we do.

Our Values

Agile Financial - We are truly independent

Truly Independent – and proud of it!

Agile has no affiliation with any product or provider. Our belief is that you should have exactly the right product for you, wherever that’s from. Unless you use an independent adviser, you can’t be sure.

Financial Advisor Leeds - Agile Financial - Why Work With Us

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

Agile Financial - Open & Honest

Personal, Friendly, Open & Honest

You are not a number. Personal service, tailored to you, is at the heart of Agile.

You should be treated fairly and looked after both now and in the future. That’s what we’ll do.

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Agile Financial - Straightforward

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.

Agile has invested in the latest technology to ensure that you get the best service without breaking the bank. If anything can be made better for you in the future, it will be.

Agile Financial - Protection for You

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.

Personally, in order to continue to advise my clients I hold a mandatory statement of professional standing from the Chartered Insurance Institute.

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