Alan Drysdale

Alan Drysdale

AGILITY Financial Advisers

Minimum savings/pensions: Over £250,000

0330 038 8938
Based in Amersham
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Top Rated 2026
Verified since: January, 2025

5 out of 5

45 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 13 October 2026

    Alan and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 12

    Recent Client Reviews

    Verified reviews: 100%

    Alan has received 12 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 10 June 2026

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

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About

I’ve been helping clients save for retirement and achieve their financial goals for over 30 years. I founded AGILITY Financial Advisers in 2009 looking to provide clarity and confidence to the people of Beaconsfield, Amersham and Buckinghamshire whether it’s structuring a tax-efficient income in retirement, managing investments, or making sense of workplace pensions. We provide a range of services including tax-efficient investing, wealth management, workplace pensions, cashflow analysis, Estate planning and Inheritance Tax. I hold a DipPFS Diploma in Financial Planning, which demonstrates my commitment to professionalism and maintaining a high standard of knowledge and trust. I love my job because it allows me to help clients establish a clear financial plan, give them the confidence to feel secure about their future and become a trusted adviser. Outside of work, I enjoy spending time with my family and travelling the world (I’m particularly fond of the US and its incredible national parks), unwinding with a nice dry white wine. Whether you’re planning for retirement, managing investments, estate planning (IHT) or simply looking to build a brighter financial future, I’d love to help you get there.