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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 2021-12-31, the company has a Turnover of £2M, Cash of £529,850.00 while the Total-Assets is £3M. Compared with the previous year, the company reported a Turnover increase of 17.0%, which is an equivalent of -366964. At the same time, the Cash went down by -19.43%, or by 102925.



Consolidated A/cs

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Turnover 2021

£ 2.2 million

  • Consolidated A/cs

    N

  • Reporting period

    12

  • Working Capital

    £ 2.6 million

  • Profit after Tax

    £ 739524

Reporting period Full financial info

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

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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


100

Middle

×
Employee Job Title Email Phone Country
Neil Jefferies Head Of Financial Planning
-
- GB
Helena Roberts Director
-
- GB
Alison Wilford Director
-
- GB
Paul Rosson Director
-
- GB
Neil Jefferies Director
-
- GB

Get in touch with 13 of contacts working at ADROIT FINANCIAL PLANNING LIMITED

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ADROIT FINANCIAL PLANNING LIMITED Ownership and Group Structure

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ADROIT FINANCIAL PLANNING LIMITED is a subsidiary of SLATER & GORDON ************** which holding company is ANCHORAGE ILLIQUID OP*******************, with the following registration number 07980535. The holding group consists of a total of 39 companies, including SLATER AND GORDON C******************, SLATER & G*********, SLATER & GORDON **************, SLATER AND GORDON U******************, SLATER & GORDON TRUST********************.


ADROIT FINANCIAL PLANNING LIMITED Shareholders

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There are currently 2 people with significant control at ADROIT FINANCIAL PLANNING LIMITED. One of of major shareholders of ADROIT FINANCIAL PLANNING LIMITED is SLATER & GORDON (UK) 1 LIMITED, which owns 24000 ORDINARY A shares, with a total value of 24,000 GBP and SLATER & GORDON (UK) 1 LIMITED, which owns 96000 ORDINARY B shares, with a total value of 96,000 GBP.


Name Quantity Share Type Value
SLATER & GORDON (UK) 1 LIMITED 24000 ORDINARY A 24000 GBP
SLATER & GORDON (UK) 1 LIMITED 96000 ORDINARY B 96000 GBP

ADROIT FINANCIAL PLANNING LIMITED competitors:

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Top 5 similar companies of ADROIT FINANCIAL PLANNING LIMITED are SAUNDERSON HOUSE LIMITED, ORBIS INVESTMENT ADVISORY LIMITED, RAYMOND JAMES INVESTMENT SERVICES LIMITED, HELM GODFREY PARTNERS LTD, FIRST CAPITAL FINANCE LIMITED. View and export all the competitor list of ADROIT FINANCIAL PLANNING LIMITED by upgrading your account here.


SAUNDERSON HOUSE LIMITED


Revenue
32,481,340.0
Age
54 years
Employees
182
Industry
View Foreign Insurance Companies Service Offices
Website
View http://www.saunde***************

ORBIS INVESTMENT ADVISORY LIMITED


Revenue
34,203,426.0
Age
36 years
Employees
141
Industry
View Financial Services
Website
View http://orbisstockpi******************

RAYMOND JAMES INVESTMENT SERVICES LIMITED


Revenue
67,240,726.0
Age
23 years
Employees
157
Industry
View Financial Services
Website
View http://www.**********

HELM GODFREY PARTNERS LTD


Revenue
11,874,976.0
Age
32 years
Employees
50
Industry
View Financial Services
Website
View http://www.hel************

FIRST CAPITAL FINANCE LIMITED


Revenue
2,424,000.0
Age
22 years
Employees
10
Industry
View Financial Services
Website
View http://www.firstcap*****************

ADROIT FINANCIAL PLANNING LIMITED news & activities:

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Turnover

ADROIT FINANCIAL PLANNING LIMITED has submitted new account statements and has reported a turnover of £2M, a 17.0% decrease year-over-year.

uk.globaldatabase.com

2021-12-31

EBITDA

The ADROIT FINANCIAL PLANNING LIMITED-based company said the adjusted EBITDA is now £739,337.00, compared with the previous year of 1.2 million.

uk.globaldatabase.com

2021-12-31

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

2021-12-31

Frequently Asked Questions regarding ADROIT FINANCIAL PLANNING LIMITED


Where is ADROIT FINANCIAL PLANNING LIMITED registered office?

ADROIT FINANCIAL PLANNING LIMITED is located at 58 MOSLEY STREET MANCHESTER, 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.

How much revenue does ADROIT FINANCIAL PLANNING LIMITED make?

Based on the latest financial accounts submitted on 2021-12-31, the company made £2M for 2021, which went up by 17.0%.

What is ADROIT FINANCIAL PLANNING LIMITED EBITDA?

For 2021, ADROIT FINANCIAL PLANNING LIMITED has reported an EBITDA of £739,337.00, which went up by 66.66% compared to previous year.

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 ANCHORAGE ILLIQUID OP******************* of ADROIT FINANCIAL PLANNING LIMITED is available when you order a business credit report.

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