AGILITY Financial Solutions Ltd

Reference number: 496257

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Identity

Check their details

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

Also trades as 4 other names
  • Agility Financial
  • Agility Financial Advisers
  • AGILITY Wealth Management
  • AGILITY Workplace Solutions

Company details

From the company's Companies House record.

Company number
06785682
Company status
Active
Company type
Private limited company
Incorporated
7 January 2009 (17 years old)
Registered office
Lexham House, 14a Hill Avenue, Amersham, Buckinghamshire, HP6 5BW, England
Nature of business
  • Other business support service activities not elsewhere classified (SIC 82990)

Current directors and secretaries

Name Role Born Appointed
Alan Jack Drysdale Director Mar 1959 7 Jan 2009
Alan Jack Drysdale Secretary Not published 7 Jan 2009

Check on the FCA register → Report a scam →

Activities and protection

What they can do, and how you are protected

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.

    Check your FSCS cover →

Show FCA detail (5 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Making arrangements with a view to transactions in investments

Complaints: You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

Track record

FCA actions and complaints

No FCA disciplinary action, and no complaints recorded with the Ombudsman.

Previously registered as

The FCA register holds one earlier registered name for this firm. A registered name changes when a firm rebrands, and a partnership's changes whenever its partners do.

  • Agility Independent Financial Management Ltd

Names it no longer trades under

This firm has retired 2 trading names. If you were contacted under one of these, the name did belong to this firm, but check the current details above before going ahead.

Show the retired names
  • Agility Employee Engagement Solutions
  • Arrange My Pension

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Common questions

Frequently asked questions

Is AGILITY Financial Solutions Ltd FCA authorised?
Yes, AGILITY Financial Solutions Ltd (FRN 496257) is authorised by the FCA to carry out regulated activities.
Is my money safe with AGILITY Financial Solutions?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about AGILITY Financial Solutions to the Financial Ombudsman Service, free of charge.
Is AGILITY Financial Solutions a scam or clone?
AGILITY Financial Solutions is a genuine FCA-listed firm. However, scammers sometimes clone authorised firms. Always check that the contact details you were given match those on the FCA register before sending money or sharing information.
What is AGILITY Financial Solutions's Firm Reference Number (FRN)?
AGILITY Financial Solutions's FRN is 496257. You can verify it on the FCA register.