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Protection for your finances and your future

To request a call back from one of our specialists email us at or call us on 0330 995 6838

Welcome to Adroit Financial Planning. We’re a firm of fully independent financial planners specialising in a wide range of financial services such as financial planning for individuals, Trustees and families, investment services and wealth management and expert witness services for law firms and their clients. 

We believe in delivering to all our clients a personal service, taking considerable time to understand their individual needs and ensuring financial security and growth.

Our team of financial planning experts offer a truly holistic and personal financial planning service. As we are independent financial planners, we’re able to provide completely unbiased advice when recommending solutions to all your financial needs.

Our financial planning experts work with solicitors, accountants and individual clients across the UK, offering a range of expert witness and financial planning services. 

Adroit Financial Planning is part of the Brooks Macdonald Group which, through its various subsidiaries, provides leading wealth management services in the UK and internationally.

Our Customer Experience 

At Adroit, we pride ourselves on the outstanding customer experience we provide. Watch the video below from one of our clients, Catrin Pugh. 


Want to know more about what our clients think? Visit our testimonials page.

Investment Market Updates

Visit our Investment Market Updates hub for all the latest market updates


Our Awards