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.

Website, phone number and address

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.

In the full report: 3 background checks

  • When agilityfinancial.co.uk first appeared online, and whether it can receive email
  • What kind of line 01494 680848 is
  • Who else gives the postcode HP6 5BW
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Other names (7)

If you were contacted under any of these names, it is this firm.

  • Agility Financial Trading name
  • Agility Financial Advisers Trading name
  • AGILITY Wealth Management Trading name
  • AGILITY Workplace Solutions Trading name
  • Agility Independent Financial Management Ltd Former name
  • Agility Employee Engagement Solutions Former trading name
  • Arrange My Pension Former trading name

FCA permissions and consumer protection

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

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

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)

Directors and company secretaries

Name Role Born Appointed Other companies
Alan Jack Drysdale Director Mar 1959 7 Jan 2009 2 other companies
Alan Jack Drysdale Secretary Not published 7 Jan 2009 –

Other companies run by its director

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
2
closed down
1
still active
1

In the full report: all 2 companies, named

  • What each company does, and whether it is still trading
  • Which of its director sits on each board, and since when
  • Any that went into liquidation or administration
  • All 2 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 January 2025Small company accountsNot audited

Net assets

£109k

−23% from £141k

Cash at bank

£141k

−3.4% from £147k

Employees (average)

4

−20% from 5

Assets and liabilities

In the full report: all 6 years of accounts

  • Every year from 2020 to 2025
  • The chart, over every year
  • Every filed figure, year by year
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About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

There is no turnover or profit: small companies do not have to publish them.

Accounts filed at Companies House for company 06785682. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

AGILITY Financial Solutions’s history from the FCA register and Companies House, newest first.

Key events (6) All events (20)

2016

6 April 2016

  • Alan Jack Drysdale took control (75–100% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

16 January 2013

  • Changed its registered name from "Agility Independent Financial Management Ltd"

FCA register

2009

9 April 2009

  • Regulated by the Financial Services Authority from this date
  • Became authorised by the FCA

FCA register

7 January 2009

  • Incorporated at Companies House

Companies House

In the full report: all 20 events

  • All 20 events in its history (6 shown here)
  • Every director appointment and resignation: 3
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Firms like AGILITY Financial Solutions

Other firms of the same type (financial adviser), nearest first.

In Amersham

Cansdales LimitedAmershamAuthorisedBespoke Wealth ManagementAmershamAppointed representativeImpact Finance Director LimitedAmershamAppointed representativeIntelligent Financial Planning LimitedAmershamAppointed representativePlanit Wealth LimitedAmershamAppointed representative

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on AGILITY Financial Solutions

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 2 other companies its directors have run, named
  • 3 background checks on its contact details
  • 6 years of accounts, charted
  • All 20 events in its history

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Frequently asked questions about this firm

Is AGILITY Financial Solutions Ltd FCA authorised?
Yes, AGILITY Financial Solutions Ltd (FRN 496257) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since April 2009 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is AGILITY Financial Solutions’ phone number and website?
The FCA register lists the phone number 01494 680848 and the website agilityfinancial.co.uk for AGILITY Financial Solutions. If you were given different contact details, use these to check with the firm before going any further.
Is AGILITY Financial Solutions a scam or clone?
AGILITY Financial Solutions is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with AGILITY Financial Solutions?
Its FCA permissions do not allow it to hold or control client money. 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.
Who owns AGILITY Financial Solutions?
Companies House lists one person with significant control of AGILITY Financial Solutions: Mr Alan Jack Drysdale (75–100% of shares).
Who runs AGILITY Financial Solutions?
Companies House lists one director of AGILITY Financial Solutions: Alan Jack Drysdale.
How long has AGILITY Financial Solutions been in business?
The company was formed on 7 January 2009, and has held its current FCA authorisation since April 2009.
What do AGILITY Financial Solutions’ latest accounts show?
Its latest accounts, to 31 January 2025, show net assets of £109k (−23% from £141k) and cash at bank of £141k (−3.4% from £147k).
Does AGILITY Financial Solutions use any other names?
It trades as Agility Financial, Agility Financial Advisers, AGILITY Wealth Management and AGILITY Workplace Solutions. It has previously used 3 other names: Agility Independent Financial Management Ltd, Agility Employee Engagement Solutions and Arrange My Pension.

Sources and links

The full report on AGILITY Financial Solutions Ltd

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