Director and owner, Simon Humphrey, is a Chartered Fellow of the Chartered Institute of Securities and Investments. He has many years’ experience owning and running a financial advice Practice.

Agile Life Financial Planning works as a Partner Practice of one of the UK’s leading wealth management companies, St. James's Place. This gives our clients the reassurance of the St. James's Place suitability of advice guarantee.

Utilising the benefits of this relationship, Simon is growing his Practice by training and developing new reliable and friendly Advisers for the future.

Our Purpose – Is to empower you to live a more confident and fulfilling life by making smart, informed financial decisions.

Our Vision - To be the reliable and friendly partner that helps people end financial uncertainty and enjoy more security through expert advice.

Our Mission - To provide expert and personalised financial advice to achieve clarity, confidence and certainty through each stage of clients’ lives.