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