0330 038 8938
Based in Amersham
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: January, 2025
4.9 out of 5
Checks carried out by VouchedFor
FCA Regulated
Alan and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 13 April 2025
Alan and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
22
Recent Client Reviews
Alan has received 22 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Alan has received 22 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
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.
Last checked: 13 December 2024
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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Alan has not yet added their qualifications to their profile
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Alan has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA Regulated
Alan and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 13 April 2025
Alan and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
22
Recent Client Reviews
Alan has received 22 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Alan has received 22 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
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.
Last checked: 13 December 2024
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.
Qualifications Uploaded
Alan has not yet added their qualifications to their profile
Qualifications not yet added
Alan has not yet added their qualifications to their profile
Transparent Fees
Alan has not yet added their fees to their profile
Fees not yet added
Alan has not yet added their fees to their profile
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, travelling the world (I’m particularly fond of the US and its incredible national parks), unwinding with a nice dry white wine and after a long break, I have recently made the decision to re-engage with the game of golf. Whether you’re planning for retirement, managing investments, or simply looking to build a brighter financial future, I’d love to help you get there.
Offers available through VouchedFor
Contact Alan through VouchedFor and your initial 30 minute meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Alan's clients
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Adviser Disclaimer
AGILITY Financial Solutions Ltd. is authorised and regulated by the Financial Conduct Authority (FCA). FCA No: 496257. Registered office: Oakridge House, Wellington Road, High Wycombe, Buckinghamshire, HP12 3PR. Registered in England and Wales No: 06785682. The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses are not able to resolve themselves. To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk.