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Who we are
What we do
How we work
Why work with us
What it costs
Case Studies
Insights
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- Blog
- Guides

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Guides

0113 873 0202

advice@agileifa.co.uk

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Guides

Intergenerational wealth planning: Your options when passing on wealth to the next generation

Remortgaging: The essential steps you should take when your mortgage ends

Guide: How to manage the harmful effects of inflation on your wealth

Guide: 10 really fab things the Beatles can teach you about successful financial planning

Your guide to pension consolidation: The pros and cons you need to know

The essential guide to ISAs

The 2022/23 end of tax year guide: 7 allowances to make use of before 5 April 2023

10 new year resolutions that could boost your financial wellbeing

12 of the best Christmas markets to enjoy in the UK and Europe in 2022

Financial wellbeing: 6 ways to help you make better financial decisions

10 valuable ways we can help you enjoy the lifestyle you want in retirement

Building a nest egg – How to create financial security for your children and grandchildren

Leaving an inheritance vs gifting during your lifetime

The guide to later-life planning and care

10 simple but effective ways to create a better you

The history of investing and what you can learn from the past

Your retirement choices: how to generate an income in later life

10 things that could increase the value of your property

Behavioural biases, and how they affect your financial decisions

The 2020/21 end of the tax year guide

Testimonials

"Chris has been a key financial advisor to me and my partner for several years now and on more than one occasion has gone the extra mile in helping us to deal efficiently with our finances. With the ability to draw upon state pension being extended by several years, it was important that I started to look at this early on. Chris has been fundamental in helping me to determine my risk factor and has shown me considerable respect when explaining the ins and outs of my finances, advising me on the options available. Being able to pull my finances together means I can more easily manage them and I now feel in a much stronger position to plan my retirement."

C Kelsey | Batley | Retirement Planning

Registered in England & Wales, company number: 10541420.

Registered office: Airedale House, 423 Kirkstall Road, Leeds, LS4 2EW.

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Agile Independent Financial Advice Ltd is entered on the Financial Services Register https://register.fca.org.uk/ under reference 789159. Click here to see our entry. If you wish to register a complaint, please write to or telephone: Agile Independent Financial Advice, Airedale House, 423 Kirkstall Road, Leeds LS4 2EW. Tel: 0113 8730202. Email: admin@agileifa.co.uk. A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4 567. The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.