AGILITY Financial Solutions Ltd

I decided to increase my salary sacrifice for my company pension and as I was investing more in this I decided to get more personalised advice to make my money work more efficiently for me. Alan Drysdale at Agility has taken the time to explain the investment process behind pension schemes and has listened to what I want and need and has acted accordingly. He has advised me on the type of investments I should be looking into based on my expectations. As a result my investments have grown considerably compared to the standard company scheme I would have been enrolled in. I am very happy with the returns and service provided.

I highly recommend Alan Drysdale as a Financial Advisor based on my own experience of consolidating my multiple pensions into a single pot for him to manage on my behalf. In the 2 years that I have worked with Alan, the growth of my pension fund has far exceeded the performance of my previous pensions, and I also benefit from his proactive management and communication which keeps me updated on any developments.

My husband and I have been Alan's clients for more than a decade now, since we decided we needed help to consolidate our various pension plans and focus on building a decent retirement fund. He and his team are professional, friendly and efficient, and monitor the investments regularly. Alan takes time to understand our needs and explains everything with great clarity. His ongoing service has removed the bewilderment of potential investment choices and I am confident that he will continue to act in our best interests in the future as our needs change.

Alan Drysdale and Agility have been looking after my pension for almost 20 years. The service always comes with a smile, a raft of experience and expertise. Everything is always explained fully in understandable language. I’m not able to offer a more detailed review because most of the work goes over my head. That’s fine though, I have every confidence Alan knows what’s going on and my pension is in very safe hands. I’d highly recommend Agility and Alan. In fact, I have to many people. I can honestly say that my retirement plans are far more optimistic than they would be without Alan.

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.