18th September 2017

Adroit Financial Planning Limited

Independent Financial Adviser 58 Mosley Street, Manchester, M2 3HZ

We are a firm of professional, fully independent, financial planners. Please visit our website for further information.

We can advise you on

Business
- Corporate pension
- Group pensions
- Group protection
Financial planning
- Wealth management
Investments
- Investing for income
- ISAs
- OEICs
- Unit trusts
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
Savings
- Lump sum
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning

Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

Meet our advisers

Barry O'Neill APFS

Chartered Financial Planner

Qualifications & Accreditations Hide qualifications

CF3 - Financial Protection (CII)

This examination assesses a knowledge and understanding of financial protection plans.

CF4 - Retirement Planning (CII)

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

J01 - Personal Tax (CII)

At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.

J02 - Trusts (CII)

At the end of this unit, candidates should be able to demonstrate an understanding of the: legal principles associated with the creation and management of a trust; main types of trusts that are common in the UK; taxation considerations relevant to trusts.

R04 - Pensions and Retirement Planning (CII)

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

AF5 - Financial Planning Process (CII)

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

Chartered Financial Planner (CII)

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

PIC - Professional Investment Certificate (IFS)

This qualification assesses the knowledge and understanding to advise clients on specialised financial products.

APFS - Associate, Personal Finance Society (PFS)

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

CF9 - Pensions Simplification (CII)

This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.

IMC - Investment Management Certificate (CFA)

This qualification assesses a knowledge and understanding of portfolio investment management. If passed before September 2010 QCF 3 after then QCF 4

John Cotton DipPFS

Head of Financial Planning

Qualifications & Accreditations Hide qualifications

J01 - Personal Tax (CII)

J02 - Trusts (CII)

Dip PFS - Personal Finance Society Diploma (PFS)

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

CF2 - Investment and Risk (CII)

This examination assesses a knowledge and understanding of investment products and the risks involved.

J06 - Investment Principles, Markets and Environment (CII)

At the end of this unit, candidates should be able to demonstrate an understanding of: how the economic environment and individual company performance affects investment performance and investment decision making; how risk is measured and managed; the main principles governing how to construct an investment portfolio; the range of investment management services, how their performance is evaluated and their regulatory environment.

Where to find us

About us

Adroit Financial Planning was founded by a group of advisers that had worked in-house at a solicitors practice for a number of years. We therefore have significant expertise in dealing with referrals from solicitors. Our client base is extensive and loyal. We manage investments of around £90m and hold much more on deposit. We have an excellent investment track record that we would like to share with you. Our website will give you full details of the services we offer, so please visit and take a look at what we can offer.

Our services

We offer a very personal, relationship focused service. Our advisory staff have all been with us long-term. The adviser that you see at your initial meeting will be the person that primarily deals with you on an ongoing basis, resulting in them having an excellent understanding of your circumstances and goals.

Compliance

Authorised and regulated by the Financial Services Authority

Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

We can advise you on

Business
- Corporate pension
- Group pensions
- Group protection
Financial planning
- Wealth management
Investments
- Investing for income
- ISAs
- OEICs
- Unit trusts
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
Savings
- Lump sum
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning

Preferred clients

Minimum wealth (income/assets)

£50,000

Minimum pension value

£50,000

Minimum mortgage value

£0

Compliance

Authorised and regulated by the Financial Services Authority

Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

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