Agile Independent Financial Advice Ltd
Agile Independent Financial Advice Ltd provides independent financial advice, specializing in wealth management, retirement planning, and estate planning for individuals, families, and businesses.
- Estate Planning
- Family Protection
- Wealth Management
- Cashflow Modelling
- Retirement Planning
- Business Financial Planning
Locations
Digital Popularity
Social Media
LinkedIn31 Followers
Competitors
HEB Wealth and Employee Benefits is a financial advisory firm that provides tailored financial planning and employee benefits solutions.
Dickinson Wealth Management Ltd is a Partner Practice of St.
Orion Financial Management Ltd is a financial advisory firm that focuses on building and maintaining long-term trusted relationships with clients.
Company Details
Agile Independent Financial Advice Ltd is operated by Agile Independent Financial Advice Ltd and is a Active company incorporated on 28 December 2016 with the registered office located in Leeds, West Yorkshire. Agile Independent Financial Advice Ltd was registered 8 years ago.
Status
Active
Size
Micro
Directors
1
Age
8 years old
Employees
3
Turnover
Unreported
Total Assets
£223.57K
Cash in Bank
£123.88K
Total Liabilities
-£71.39K
Teams
3
Founder & Chartered Financial Planner • Joined Feb 2018
Financial Planning Assistant • Joined Nov 2024
Financial Planner • Joined Jul 2023