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ADROIT FINANCIAL PLANNING LIMITED Active

Financial Services


Contact information


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Financial statements of ADROIT FINANCIAL PLANNING LIMITED

According to ADROIT FINANCIAL PLANNING LIMITED latest financial report submitted on 2025-06-30, the company has a Cash of £732,083.00, Total-Assets of £2M while the Working-Capital is £620,223.00. Compared with the previous year, the company reported a Cash increase of 46.72%, which is an equivalent of -342034. At the same time, the Total-Assets went up by 15.39%, or by -272415.


Year:
2024 Not available
2023 Not available
2021 Not available
2020 Not available

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  • Reporting period

    12

  • Consolidated A/cs

    N

  • Profit after Tax

    £ -

  • Working Capital

    £ 620223

Profit after Tax

ADROIT FINANCIAL PLANNING LIMITED Business Credit Report

A Business Credit Report for ADROIT FINANCIAL PLANNING LIMITED is available for instant download. The report will provide you with a credit score and credit limit recommendation for ADROIT FINANCIAL PLANNING LIMITED, payment trends, if the company pays their Invoices on time, whether or not the company has any court judgements, ownership and group structure, up to 5 years of financial statements and much more. When you buy a Credit Report from Global Database, you will also have a 7 days free trial to our B2B Sales Platform.


Overall Credit Risk for

ADROIT FINANCIAL PLANNING LIMITED

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Key features

  • Credit Score and Credit Limit
  • Financial accounts for the past 5 years
  • Credit Officers
  • Document Filing history
  • Corporate Ownership
  • Outstanding & Satisfied Mortgages
  • Shareholder Information
  • Company Identity

ADROIT FINANCIAL PLANNING LIMITED Directors and key executives

ADROIT FINANCIAL PLANNING LIMITED currently employs 16 people. Compared with the previous year, the company has reported a staff increase of 7%, which is an equivalent of 1 employees.
In order to view contact information, including emails and phone numbers for all the employees working at ADROIT FINANCIAL PLANNING LIMITED and to export them in XL or to your existing CRM, you can subscribe to our platform here.


Total Employee Count

Total employees

16

107%

1y growth

100%

2y growth

Management Level


83

Middle

17

Operational

Employee Job Title Email Phone Country
Neil Jefferies Head Of Financial Planning
**************@adroitfp.co.uk
+447753****** GB
Zenab Bukhari Paraplanner
*****@adroitfp.co.uk
- GB
Neil Brownhill Consultant
**************@adroitfp.co.uk
- GB
Stan Coupe Financial Consultant
**********@adroitfp.co.uk
- GB
Angela Wright Welfare Benefits Advisor
*************@adroitfp.co.uk
- GB

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ADROIT FINANCIAL PLANNING LIMITED Ownership and Group Structure


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ADROIT FINANCIAL PLANNING LIMITED Shareholders and Ultimate Beneficial Owners (UBO)

There are currently 2 people with significant control at ADROIT FINANCIAL PLANNING LIMITED. One of of major shareholders of ADROIT FINANCIAL PLANNING LIMITED is BROOKS MACDONALD GROUP PLC, which owns 96000 ORDINARY B shares, with a total value of 96,000 GBP and BROOKS MACDONALD GROUP PLC, which owns 24000 ORDINARY A shares, with a total value of 24,000 GBP.


Name Quantity Share Type Value
BROOKS MACDONALD GROUP PLC
96000 ORDINARY B 96000 GBP
BROOKS MACDONALD GROUP PLC
24000 ORDINARY A 24000 GBP

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ADROIT FINANCIAL PLANNING LIMITED competitors:

Top 5 similar companies of ADROIT FINANCIAL PLANNING LIMITED are PUMA VCT 13 PLC, DEVELOP NORTH PLC, OCTOPUS AIM VCT PLC, MOORHOUSE GROUP LIMITED, VALU-TRAC INVESTMENT MANAGEMENT LIMITED. View and export all the competitor list of ADROIT FINANCIAL PLANNING LIMITED by upgrading your account here.


PUMA VCT 13 PLC


Revenue
9,704,000.0
Age
10 years
Employees
58
Industry
View Real Estate Investment Trusts
Website
View https://www.pumainvestments.***************************

DEVELOP NORTH PLC


Revenue
2,380,000.0
Age
10 years
Employees
2-10
Industry
View Real Estate Investment Trusts
Website
View http://www.devel**************

OCTOPUS AIM VCT PLC


Revenue
3,412,000.0
Age
29 years
Employees
22
Industry
View Financial Services
Website
View Not available

MOORHOUSE GROUP LIMITED


Revenue
7,392.0
Age
27 years
Employees
82
Industry
View Foreign Insurance Companies Service Offices
Website
View http://www.moorho***************

VALU-TRAC INVESTMENT MANAGEMENT LIMITED


Revenue
8,373,718.0
Age
37 years
Employees
98
Industry
View Finance & Insurance
Website
View https://www.va************

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ADROIT FINANCIAL PLANNING LIMITED news & activities:


Employees

ADROIT FINANCIAL PLANNING LIMITED number of employees has increased by 7% compared with previous year and now represents a total number of 16.

uk.globaldatabase.com

2025-06-30

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Frequently Asked Questions regarding ADROIT FINANCIAL PLANNING LIMITED


Where is ADROIT FINANCIAL PLANNING LIMITED registered office?

ADROIT FINANCIAL PLANNING LIMITED is located at 40 Leadenhall Street, United Kingdom.

How can I contact ADROIT FINANCIAL PLANNING LIMITED?

You can call ADROIT FINANCIAL PLANNING LIMITED at the following number +441618******

What is the website of ADROIT FINANCIAL PLANNING LIMITED?

ADROIT FINANCIAL PLANNING LIMITED website is http://adroitfp.co.uk/

How many people work at ADROIT FINANCIAL PLANNING LIMITED?

According to the latest account statement, there are currently 16 of employees working for ADROIT FINANCIAL PLANNING LIMITED.

What is the Business Credit Score of ADROIT FINANCIAL PLANNING LIMITED and how reliable is the company?

In order to check the business credit score of ADROIT FINANCIAL PLANNING LIMITED, you can request a credit report. You will view the latest credit limit information, ownership, group structure, court judgements and much more.

Does ADROIT FINANCIAL PLANNING LIMITED pay their invoices on time?

By requesting a Business Credit Report for ADROIT FINANCIAL PLANNING LIMITED, you will be able to gain more insights about the ADROIT FINANCIAL PLANNING LIMITED payment trends.

Who is the Ultimate Parent of the ADROIT FINANCIAL PLANNING LIMITED?

Information about the ultimate beneficial ownership BROOKS MACDONA************ of ADROIT FINANCIAL PLANNING LIMITED is available when you order a business credit report.

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