Case Studies

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Approaching Retirement

Graham and Jan wished to put together a long term plan for a flexible retirement.

Our Second Opinion Service

George wanted an independent view on whether the pension which had been recommended to him was suitable.

Successful Business Owner

David wanted to put in place a tax efficient wealth building strategy.

Already In Retirement

Alan and Laura wanted an adviser to update their investment portfolio and ensure it remains suitable for their retirement plan.

Estate Planning

James and Jill wanted to protect each other and their family in the event of death or loss of capacity.

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.