Adroit Financial Planning Limited

Reference number: 579324

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

In the full report: 3 background checks, 1 thing worth a closer look

  • When adroitfp.co.uk first appeared online, and whether it can receive email
  • What kind of line 020 7499 6424 is, and the 3 other firms that give it
  • Whether EC3A 2BJ is a shared office: 49 other firms give it
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Other names (5)

If you were contacted under any of these names, it is this firm.

  • Adroit Direct Trading name
  • Brooks Adroit Trading name
  • Brooks Benefits Trading name
  • Brooks Financial Trading name
  • Pannone Financial Planning Former trading name

FCA permissions and consumer protection

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (5 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Making arrangements with a view to transactions in investments
  • Providing basic advice on stakeholder products

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
07980535
Company status
Active
Company type
Private limited company
Incorporated
7 March 2012 (14 years old)
Registered office
40 Leadenhall Street, London, EC3A 2BJ, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Martin James Lindsey Director Apr 1977 24 Nov 2025 5 other companies
Andrea Gertrude Martha Montague Director Apr 1975 16 Feb 2026 20 other companies

Other companies run by these 2 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
21
closed down
3
went insolvent
1

In the full report: all 21 companies, named

  • What each company does, and whether it is still trading
  • Which of these 2 directors sit on each board, and since when
  • The one that went into liquidation or administration
  • The 8 on the FCA register, including one no longer authorised
  • The 4 companies these 2 directors run together
  • All 21 people who have ever been directors, with their dates
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Key dates in its history

Adroit Financial Planning’s history from the FCA register and Companies House, newest first.

Key events (9) All events (60)

2022

14 December 2022

  • Brooks Macdonald Group PLC took control (75–100% of shares)
  • Slater & Gordon (UK) 1 Limited gave up control

Companies House

2019

17 December 2019

  • Slater & Gordon (UK) 1 Limited took control (75–100% of shares)
  • Slater & Gordon (UK) LLP gave up control

Companies House

2016

6 April 2016

  • Slater & Gordon (UK) LLP took control (75–100% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2012

7 November 2012

  • Regulated by the Financial Services Authority from this date
  • Became authorised by the FCA

FCA register

7 March 2012

  • Incorporated at Companies House

Companies House

In the full report: all 60 events

  • All 60 events in its history (9 shown here)
  • Every director appointment and resignation: 40
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Firms connected to Adroit Financial Planning

Other FCA-listed firms that share a director, phone number or address with Adroit Financial Planning. A link shows who the firm is tied to, not whether either can be trusted.

connected firms
7
share a director
7
share its phone number
3

In the full report: all 7 connected firms, named

  • How each is linked: shared directors (7), the same phone number (3), the same postcode (4)
  • Who links each one: the named directors, with dates
  • 1 past link through former directors
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Firms like Adroit Financial Planning

Other firms of the same type (financial adviser), nearest first.

In London

Ernst & Young LLPLondonAuthorisedGallagher (Administration & Investment) LimitedLondonAuthorisedGallagher Risk & Reward LimitedLondonAuthorisedKroll Securities LtdLondonAuthorisedCambridge Mercantile Risk Management (UK) LtdLondonAuthorisedCapita Pension Solutions LimitedLondonAuthorised

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Adroit Financial Planning

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 21 other companies its directors have run, named
  • 3 background checks on its contact details, 1 flagged
  • All 60 events in its history
  • 7 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Adroit Financial Planning Limited FCA authorised?
Yes, Adroit Financial Planning Limited (FRN 579324) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since November 2012 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Adroit Financial Planning’s phone number and website?
The FCA register lists the phone number 020 7499 6424 and the website adroitfp.co.uk for Adroit Financial Planning. If you were given different contact details, use these to check with the firm before going any further. The same number is also given by 3 other FCA firms.
Is Adroit Financial Planning a scam or clone?
Adroit Financial Planning is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Adroit Financial Planning?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Adroit Financial Planning to the Financial Ombudsman Service, free of charge.
Who owns Adroit Financial Planning?
Adroit Financial Planning is owned by Brooks Macdonald Group PLC, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 14 December 2022. Before that, it was controlled by Slater & Gordon (UK) LLP and Slater & Gordon (UK) 1 Limited.
Who runs Adroit Financial Planning?
Companies House lists 2 directors of Adroit Financial Planning: Martin James Lindsey and Andrea Gertrude Martha Montague.
How long has Adroit Financial Planning been in business?
The company was formed on 7 March 2012, and has held its current FCA authorisation since November 2012.
Does Adroit Financial Planning use any other names?
It trades as Adroit Direct, Brooks Adroit, Brooks Benefits and Brooks Financial. It has previously used the name Pannone Financial Planning.

Sources and links

The full report on Adroit Financial Planning Limited

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