Agile Independent Financial Advice Ltd - Leeds

Cheryl Morton

Having worked for 40 & 31yrs respectively & one of us receiving bad advice from the administrators of our employer’s pension scheme, our retirement & financial planning 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.
Chris takes the time to get to know you, what your current needs are & your plans for the future.
He assesses your appetite for risk & tailors everything to suit you as an individual. He is extremely patient, explaining everything in simple terms, including the various implications of each decision. He advises on the most efficient & profitable options, allowing you to make informed decisions on your finances.
Chris has simplified everything to do with our pensions, tax & investments. He has taken a weight off our minds.
He, & 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 up to date information & valuations, all in one place.
On a personal level, Chris is a gentleman, he is patient, understanding & ‘knows his stuff’.
We have already recommended Chris to our friends and would not hesitate to recommend him to anyone in need of financial planning advice.

D G

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 Chris and the team 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. Thank you to Chris and the team.

Christine Taylor

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.
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.
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

Phil Storey

Chris and the team are an integral part of my financial life. I've been working with them for years and trust them implicitly. If you're looking for assistance like I was (as a small business owner) with things like pensions, insurances and long term financial planning, I highly recommend you speak with Agile IFA.

Michelle Biesty

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. 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.

Helen Padwick

Chris at Agile has been our financial adviser for several years. We have always found him to be reliable and trustworthy and he makes our money work well for us. In addition, he is very good at explaining complicated things in a way that we can understand! I have no hesitation in recommending him and his company for financial advice.

Alex Merson

I highly recommend Chris to anyone looking for an independent financial advisor. He has been my financial advisor for many years and always provides a very professional and friendly service. I am very thankful for Chris' trustworthy advice and expertise when managing my finances. (He even helped me when I had to submit my UK financial records for my US tax return.) He is always very clear and it is very easy to follow what he is saying. Chris is very personable and it is always a pleasure to talk with him. Thank you Chris!

Pritesh Mistry

In short I would highly recommend Chris as an independent financial advisor.

We found Chris through a Google search along with a few other ifas. We chose him due to the transparency over his fees and his modern tech driven approach and  of focus on the long term plan rather than selling you a product.

Chris ticks all the boxes we were looking for in an ifa.  Trustworthy, clear simple explanations and good sounding board for ideas beyond isas and pensions.

The initial fact find is free and during the first 2 meetings he made it clear how he would be able to add value to us. He and his team have been patient and helpful through the onboarding process and the long term financial plan has given us confidence about having enough money to meet all our needs at retirement.

Would strongly reccomend any one looking for an IFA in the Leeds area.