Reviewed for
Insurance and Protection ( 4 )
Pensions ( 16 )
Retirement income (annuities, drawdown) ( 11 )
Investments and Savings ( 12 )
Pension Transfers - Non Specialist ( 6 )
Inheritance Planning ( 4 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 11 )
Financial Mentoring ( 2 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 6 )
£200k - £500k ( 3 )
£100k - £200k ( 2 )
Up to £50k ( 1 )
Review
by a verified client in West Yorkshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Initially my decision to find an IFA was based on needing pension advice. I moved into contract work 5 years ago and singularly failed to sort out ongoing pension arrangements/planning. Additionally I had a few old work pension pots, the performance of which left me with questions. I was also conscious that I needed to sort out my will/estate planning and make my savings work harder so, when selecting IFAs for my shortlist, I was looking for one that could cover all aspects of my finances, competently.
How has Chris Thorpe helped you?
First and foremost, Chris made it really easy for me to choose him as my IFA. I was extremely impressed by Chris from the start in the first face to face meeting, prior to formal engagement. The focus wasn't on selling me his services, it was entirely focused on my financial situation. He got really stuck in and openly discussed his opinions and ideas on my full situation covering pensions, insurances, savings and estate planning - as it stood and what could/should be done differently. Furthermore, when I signed up and got my report through, it was clear he had actively listened to everything I had discussed with him. We've sorted out my pension mess, savings, put appropriate insurances in place and we're just finalising my will.
Have you seen the outcome you were hoping for?
Yes, I feel everything is in hand now. I feel much more organised. More than that, I actually feel I have found the support my family and I need going forward. Chris has exceeded my expectations in terms of responsiveness, knowledge and ideas. He is a fantastic sounding board for thoughts and concerns surrounding my finances which I feel is really important.
What could they have done better?
Nothing! The whole team at Agile have been great.
Review
by a verified client in South Yorkshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Having worked for 40 & 31yrs respectively, my husband and I were planning for our retirement. One of us had received bad advice from the administrators of our employers pension scheme & as such our retirement financial planning & tax implications had become disorganised & costly to us. We desperately needed someone we could trust to assist us through the complexities of our pensions, tax & investments. We were fortunate enough to meet Chris just before he started up his own independent company.
How has Chris Thorpe helped you?
Chris takes the time to get to know you, what your current needs are & your plans for the future. He assessed our appetite for risk & tailored everything to suit us as individuals. He is extremely patient, explaining everything in simple terms, including the various implications of each decision. He advised on the most efficient & profitable options, allowing us to make informed decisions on our finances. Chris has simplified everything to do with our pensions, tax & investments. He has taken a weight off our minds. He, and now also his team, are always available, we have regular update meetings & email updates. The finance portal, available as an app, gives immediate access to all up to date information, valuations, etc, all in one place. On a personal level, Chris is a gentleman, he is patient, understanding and ‘knows his stuff’. We have already recommended Chris to our friends & would not hesitate to recommend him to anyone in need of financial planning advice.
Have you seen the outcome you were hoping for?
The initial and ongoing advice & support from Chris has enabled us to exceed our expectations.
What could they have done better?
There is nothing that we could suggest that Chris could do better.
Review
by a verified client in West Yorkshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Being made redundant and also wanted to look at my pension to see what options were available to me.
How has Chris Thorpe helped you?
Reviewed all my pensions and given advice on what to do with them. Full financial review to help me decide on my future plans. Wills & estate planning.
Have you seen the outcome you were hoping for?
Definitely - pension transferred and my pots increased in value. Wills & POA’s now in place.
What could they have done better?
Nothing. Great service - so glad I reached out, as this was the first time using a financial advisor.
Review
by a verified client in West Yorkshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Having never utilised a financial planner before, but nearing retirement, I decided to explore if a tight Yorkshireman, with some commercial acumen would benefit from investing in the advice and management a planner could deliver.
How has Chris Thorpe helped you?
The first part a general but very detailed discussion exploring what value Agile could potentially deliver to me, followed by an audit of my spending, investments and pension pots. This was followed up with another long meeting, this was presented information, including some very impressive modelling, to decide if I would engage their services. I did as it was clear, even to a tight Yorkshireman that the benefits far outweighed the cost. Aside of cost, Chris and his team handle all the communications with my investments. I also have a dashboard where I can track everything. Lastly, a big thing for me, I trust them to act in my best interests and they are nice people!
Have you seen the outcome you were hoping for?
So far yes, all requests speedily and professionally implemented.
What could they have done better?
To be honest, nothing.
Chris:
Stephen, thanks for such a fantastic review. It's been a pleasure doing business so far and I look forward to our chats as you move into a happy retirement. I'm glad we cater for 'Tight Yorkshiremen'. I'm sure I could class myslef as one of those! Best regards ChrisReview
by a verified client in West Yorkshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I formerly had a large national IFA and was unhapppy with their prices and service. I found Chris through an online finder and set up an initial meeting. I was attracted to Chirs becauase he is local to me, straightforward and competitive.
How has Chris Thorpe helped you?
Initially, Chris negotiated a better platform deal for my investments and produced an initial report preparing for my last few years before retirement. At the outset, I challenged him to demonstrate that he could save me money over my previous IFA - a test he passed with flying colours! Chris has continued to help me over the last 6 years, during which time I have fully retired.
Have you seen the outcome you were hoping for?
I am happy with how Chris has structured my retirement planning and has been very responsive to my requests. He is always very accessible.
What could they have done better?
I am fully satisfied with Chris Thorpe and the staff at Agile.
Chris:
Geoff, thanks so much for the great review. It means a lot to myself and the team. Our meetings are always a pleasure - and I'm glad we met and continue to meet the initial challenge! Looking forward to catching up next time. Best regards ChrisReview
by a verified client in Cheshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had a growing business and I wanted to make sure I planned for my financial future. I had fairly limited knowledge of the ins and outs of long term financial planning, so I wanted to find a professional adviser who could look after this stuff for me, for the long term.
How has Chris Thorpe helped you?
Chris has helped me with numerous aspects of my personal finances, including business-related insurances, my private pension and other general finance advice.
Have you seen the outcome you were hoping for?
Yes. Chris is exactly the sort of person I was looking to work with.
What could they have done better?
No.
Chris:
Thanks for the fantastic review Phil. It's been great to work with you as your businesses have gone from strength to strength. Always great to work with other business owners, hear how things are going and catch up on your future plans. All the best. Cheers ChrisReview
by a verified client in West Yorkshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed help with my finances for a safe, secure future
How has Chris Thorpe helped you?
Chris has looked at my situation thoroughly, understood my needs and goals and made a package to suit them.
Have you seen the outcome you were hoping for?
Yes I have, not withstanding the market difficulties.
What could they have done better?
Nothing that I know of.
Chris:
Thanks for the great review Diane. Both myself and the team really appreciate you taking the time to let us know that you're happy. It has been a pleasure to work with you over the last few years and I look foward to meeting at our next review. Best regards ChrisReview
by a verified client in Buckinghamshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I am very pleased to be able to write this review for Agile IFA, my wife and I were approaching early retirement and after a 'not so good experience' with a large corporate company, we decided to search around for someone that would treat us as individuals. I came across Agile IFA and we liked the website and the information provided. We contacted Agile and found everyone helpful and pleasant to talk to. I have, in the last couple of years, contacted them many times, you immediately get a response, and
How has Chris Thorpe helped you?
Chris and the team have helped us through the complexities of Pension planning for our retirement and much more. They will do everything to help you in the most helpful and efficient way possible. Contacting the Agile team was one of the best moves I have ever made, very much so that I have promoted Chris and his team to my family, friends and past colleagues, they often speak about the best decision they ever made was to contact Agile too. If you need financial advice, a personal appraisal individual to you and someone that you can talk to and trust, that listens and has the time to understand your needs, than I recommend Agile IFC as the company to share your financial needs with.
Have you seen the outcome you were hoping for?
Absolutely, nothing is too much trouble, Chris listens to your needs and plans accordingly, our financial planning has progressed has planned and we are in a comfortable financial position moving forward. Chris explains things clearly and gives you plenty of time to ask questions and to understand the complexities.
What could they have done better?
Chris and his team really do so much to look after their clients and I couldn't ask for any more. Family, friends and previous colleagues I have introduced are all very satisfied. What more could anyone ask for?
Review
by a verified client in North Yorkshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had many pensions and wanted to consolidate but also understand how to maximise my pension
How has Chris Thorpe helped you?
Yes, Chris helped enormously. Not just with my pension but also practical advice to boost overall financial position etc.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I haven’t experienced anything so far
Review
by a verified client in Yorkshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Our reasons and circumstances for looking for an advisor were that we had not used one for many years but were increasingly conscious that our portfolio was increasing as we got older and into our 70's. We became more aware, particularly, of the need to obtain advice about inheritance planning. We began by looking at a number of advisors online, but the Agile website stood out by being so well presented with plain language, clear information and good references.
How has Chris Thorpe helped you?
Chris and his team promptly contacted us and an initial meeting was arranged. This was followed by two further meetings over the next two months as our financial details and objectives were explained and examined, including our approach to risk. From these meetings Chris and his team prepared a detailed written report of the options we might consider. There were no surprises in this as it had been fully discussed already. During this process Chris and his team answered any ad hoc queries we had outside of the meetings and were very prompt, helpful and professional in ensuring that our queries were not only answered but fully understood by ourselves.
Have you seen the outcome you were hoping for?
Absolutely. Everything that we had hoped for regarding our initial objective has been achieved. In addition to being very professional all members of the team have been very friendly and a good working relationship was quickly established. Also additional advice, over and above the original brief, has been received for which we are very grateful. We will be acting upon this in due course, again through Agile.
What could they have done better?
Nothing, they have exceeded our expectations.
Review
by a verified client in West Yorkshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I visited Chris as I required some assistance in sorting out my retirement plans. I also needed help with some investment advice after receiving a redundancy payout a few years ago.
How has Chris Thorpe helped you?
Chris talked me through all the options for my future pesion income and suggested a good portfolio for my savings.
Have you seen the outcome you were hoping for?
Chris has helped me to successfully navigate my way through all the stresses and and worries involved with making financial choices. Helping me with all the form filling and paperwork has been an enormous benefit to me. I now have a good pension and can let Chris look after the rest.
Review
by a verified client in West Yorkshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Looking to move from our existing advisor to manage our stocks ans shares isa
How has Chris Thorpe helped you?
Created long term financial plan covering all of our finances ( not just products we would put with chris) and gave confidence in how much we need to invest to deliver our retirement goals.
Have you seen the outcome you were hoping for?
Yes very good and clear financial plan delivered on time. Investments and pensions executed quickly and efficiently
What could they have done better?
Nothing. Very happy with service.
Chris:
Thanks so much for your fantastic review Pritesh! Its been really great to work with you both and I look forward to working with you in our future financial planning meetings. Best regards ChrisReview
by a verified client in West Yorkshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We had several different pension pots and was unsure what to with them.
How has Chris Thorpe helped you?
Chris guided us through the options available, set up our wills, gave us advice regarding our house and overall gave us a much better understanding of our retirement income and options for our wills.
Have you seen the outcome you were hoping for?
Yes, so far everything is going to plan.
What could they have done better?
Nothing that I’m aware of
Chris:
Thanks for your fantastic review Hazel. It's been a pleasure to hep the two of you plan for your retirement! I look forward to meeting at your next planning meeting. Best regards ChrisReview
by a verified client in West Yorkshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to transfer a defined benefit pension into an investment with flexible access
How has Chris Thorpe helped you?
Chris facilitated the transfer, provided advice on investments available and now is my ongoing advisor iro those investments
Have you seen the outcome you were hoping for?
Yes the pension was transferred and an income is being provided
Chris:
Thanks for the great review Karen. I really appreciate your feedback. I look forward to helping with your retirement income and investments at our future meetings! Best regards ChrisReview
by a verified client in West Yorkshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
After taking early retirement I needed help in planning my future finances. I found the big banks services to be impersonal and restrictive.
How has Chris Thorpe helped you?
Chris has helped me to understand investments and savings and make decisions to enable my investments to grow within a level of risk that I am willing to accept.
Have you seen the outcome you were hoping for?
His advice has proved to be sound and overall my investments have grown steadily over a period of time even though their have been many ups and downs in the world of finance,
What could they have done better?
He could have made me a millionaire - but I suppose to do so I would have had to accept a lot more risk!!!!!!!
Chris:
Thanks for your review Trevor. I really appreciate your great feedback.... and don't worry - we can still make you a millionaire. Let's have a chat about that next time we meet! Best regards ChrisReview
by a verified client in West Yorkshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had various pensions. I needed advice on which to lump together. Which to draw and plan for the future. I aslo required advice on investing an inheritance.
How has Chris Thorpe helped you?
He advised me on where I maybe best putting ones that I no longer contribute to. What I may choose to do as I get nearer to retirement age.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing. Happy with the service and advice.
Chris:
Thanks for your great review Steve. It's been a pleasure to meet you both and help with your financial plans. I look forward to catching up at our next meeting. Best regards ChrisReview
by a verified client in Surrey
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We're an unmarried couple nearing retirement with ten unmanaged pensions between us.
How has Chris Thorpe helped you?
Chris came recommended to us and he and the team took us through and enacted a plan that serves us brilliantly for our retirement. No question was too stupid.
Have you seen the outcome you were hoping for?
We now have peace of mind over all of our financial matters. We'd hardly spent any money on financial advice in the past and working with Chris and the team ended up being a no-brainer. I've already recommended our friends to Agile.
Chris:
Thanks for your review, your kind words and for recommending me to your friends Pete. It's been pleasure working with you both and I've really enjoyed our meetings. I look forward to working together in the future. Best regards ChrisReview
by a verified client in West Yorkshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Recently retired and needed financial advice on funds to provide me with an income for retirement;
How has Chris Thorpe helped you?
He explained various options and benefits in a clear concise manner and was non-pushy but very calm. Always made sure I understood clearly what we were discussing.
Have you seen the outcome you were hoping for?
Yes. Everything that was discussed has been put into practice.
What could they have done better?
As a company - Chris Thorpe and his staff are all very professional and extremely helpful.
Chris:
Thanks very much for your review Lesley, we're all delighted that you felt comfortable throughout the process and that you find us professional and helpful. It's always a pleasure to catch up with you and I'm looking forward to your next review meeting. All the best ChrisReview
by a verified client in North Yorkshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension and Retirement Planning advice.
How has Chris Thorpe helped you?
Chris has been my financial adviser for many years, specifically helping myself and my Husband plan for our retirements. Chris is knowledgeable and trustworthy, and you can rely on him to provide the right advice.
Have you seen the outcome you were hoping for?
Yes, absolutely. As someone who understands the job Chris does, having worked in Financial Services for over 20 years, I am a tough critic, yet I would not hesitate to recommend Chris, and have done so on many occasions.
What could they have done better?
They couldn’t!
Chris:
Thanks for your fantastic review and kind words Michelle! It's always a pleasure to catch up and discuss your financial plans... and to be kept on my toes! Looking forward to catching up with you next time. Best regards ChrisReview
by a verified client in Yorkshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I left my corporate role and needed primarily to understand my pension options on leaving service after 25 plus years.
How has Chris Thorpe helped you?
Chris helped me navigate the various retirement schemes I already had in place and suggested consolidating them into one place to make them easier to track and minimise charges. He has also helped us with our parents situation as they reach their later years and his help and support has been invaluable.
Have you seen the outcome you were hoping for?
I'm now in a relaxed place with my financial future in every respect rather than being slightly anxious initially. I believe my pensions are in safe hands given the advice Chris gave me initially plus the ongoing service he offers each year. He spends quality time with us and helps us to understand our current situation and where we are above or below expectation - It's really reassuring to know we're in safe hands.
What could they have done better?
No feedback - He tailored his approach to my needs and helped me to understand. He dealt with my challenges with knowledge and confidence and where he didn't know the answer (once!!) he didn't blag it, he went away and researched the answer. I like that a lot!
Chris:
Thanks for your great review Colin. It's always a pleasure to meet and catch up with you both. It's great that you've engaged in the financial planning process and have the peace of mind that you're going to be OK! I look forward to catching up for our planning meeting this year! Best regards Chris