Hi I’m Chris. I can help to plan your financial future.
Why Agile?
Because life changes and sometimes it’s completely unexpected. We should be able to quickly and easily adapt your financial plan to reflect that. It’s your life, not ours.
The Agile Team
Chris Thorpe
Founder
Sam is a Chartered Financial Planner who works alongside Chris to produce financial planning reports for our clients. Her role is to analyse complex financial situations, research financial solutions and ensure that the advice we give continues to meet our high standards.
Sam Ferrington ACII
Paraplanning Consultant
Sam is a Chartered Financial Planner who works alongside Chris to produce financial planning reports for our clients. Her role is to analyse complex financial situations, research financial solutions and ensure that the advice we give continues to meet our high standards.
Suzy Consterdine
Administration Support
With her organisational and administrative abilities, Suzy ensures that our operations run smoothly. She work primarily in client liaison, ensuring that our clients are kept informed of progress at all times. As well as this, her role involves working with the various policy providers to ensure that all transactions are dealt with timely and accurately.
Lucy Norton
Client Manager
Lucy ensures our clients get the great experience they have come to expect. She works primarily in client liaison and engages in day-to-day communications, answering questions and keeping you up to date. She will support your journey from when you join as as our newest client and throughout your future financial planning.
