March 2024 by Adam Hay
Investing through Agility Financial Solutions has been the best financial decision I ever made by a long way. Initially they consolidated all the bits of pensions I had in multiple places. Since then they have invested and managed the funds in one of their portfolios. Alan Drysdale, and his supporting staff, have been excellent throughout. Very knowledgeable and efficient always, and friendly too. Investment performance has been very good and the funds have grown significantly whenever market conditions allow and even otherwise. I thoroughly recommend them.
February 2024 by Silke Bergmann
I feel that my investment is in safe hands with Agility, with the regular reviews and annual check-in. Defintely recommend if you don't have the knowledge to manage your fund yourself.
February 2024 by Shree Mohan
We appreciate the personal touch from the AGILITY team and their insight into the future financial challenges. Thank you to the team.
February 2024 by andrew cheshire
It is now ten years since Alan started looking after our pensions and other financial arrangements and it has proved to be an excellent arrangement. Alan is professional, knowledgable and very good at explaining the intricacies of markets, funds etc. He has managed our investments and provided very good returns, all with a cheery and patient disposition. His support staff too are a pleasure to deal with.
February 2024 by Alison Singleton
Alan is very knowledgeable about how to invest in order to make the most of retirement.
June 2023 by Chris Speakman
Excellent tailored advice from a trusted company. Very happy with portfolio performance and service provided
December 2019 by Andrew Lemon
I contacted Alan approximately three years ago as I had funds with four fund providers, wanted to consolidate into one fund and was in need of assistance. Alan was very thorough in describing the options available, explained why my existing funds were underperforming and I've not looked back since. My funds are now better managed with easy access via Alan to change my portfolio. Regular updates from Alan are a constant theme and most importantly he breaks through the jargon. I'd happily recommend Alan and Agility to anyone.
November 2019 by Doug Pickup
We've known Alan since he worked at our local bank nearly 30 yrs ago. We've kept in touch over those years and have been using Agility, for our financial/pension advice, since he 1st started the business.
October 2019 by Kerry Trigg
I was introduced to Alan Drysdale through a friend who had also been advised by him when I was looking for a trustworthy pension adviser 3 years ago. I have found Alan to be excellent - very knowledgeable, approachable, generous with his time and able to explain a complex subject with clarity and patience. He has also brought to my attention other financial aspects outside the pensions arena, such as estate planning, that I need to take into account. I would have no hesitation in recommending him.
January 2019 by John Hutchinson
We had been so busy running our business that my wife and I had taken very little notice of our pension's performance. After meeting with Alan who took plenty of time to explain everything to us we felt much better informed and felt comfortable letting Alan take control. Since doing so we have been very happy with the way things are going.
January 2019 by Deborah Comer
Just wish we had found Alan sooner! As is often the case we had neglected our pensions during 20+ years of self-employment. Luckily Alan was able to rescue the situation. Alan takes the time to fully review our requirements and explain everything in layman's terms. I would recommend Alan and his team at Agility Financial Solutions Ltd to anyone looking to maximise their finances.
January 2019 by Steve Binder
I suspect I am not alone in having neglected my pension for years while I tried to focus on developing my career. I had always assumed that "someone" was taking care of things. Thank goodness I found Agility in time to take an active role in managing my investments to our mutual benefit. Alan took great care to help me develop a good understanding of the various risk/reward models and to arrive at a profile that I am comfortable with. I like the idea that his (reasonable) charges provide motivation for Agility to work on my behalf, allowing me to get on with enjoying my life, knowing I'm in safe hands.
January 2019 by Nigel Turner
I met Alan through a former employer and was impressed by his ability to understand my requirements in terms of my financial future. My wife and I decided that we would transfer my pensions and other investments under Alan's management an we have never regretted our decision.
January 2019 by A Simpkins
Alan has looked after our pensions and investments for several years. We receive fantastic service, with regular reviews and updates on how our pensions and investments are performing. Alan is down-to-earth and his advice has been impeccable over the years. We receive a consistently high level of service from Alan and would not hesitate to recommend him and the team at Agility Financial.
January 2019 by Simon Cordingley
Very happy with the service provided by Alan and the team, and have recommended Agility to several family members and friends.
