FCA verified
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
    • Corporate pension
    • Group pensions
    • Group protection
    • Wealth management
    • Investing for income
    • ISAs
    • OEICs
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Lump sum
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
adviser-person
Barry O'Neill APFS
Chartered Financial Planner
adviser-person
John Cotton DipPFS
Head of Financial Planning
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.

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

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