Adroit Financial Planning Limited

Independent Financial Adviser  58 Mosley Street, Manchester, M2 3HZ
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FCA authorised
Last authorised 20th June 2022
We are a firm of professional, fully independent, financial planners. Please visit our website for further information.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Unit trusts
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Lump sum
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Group Pension/Stakeholder
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Group Protection/Life Insurance
Meet our advisers
MR Barry O'Neill APFS
Chartered Financial Planner
MR John Cotton DipPFS
Head of Financial Planning
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)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

58 Mosley Street, Manchester, M2 3HZ

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