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.

Identity

Check their details

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.

Also trades as 4 other names
  • Adroit Direct
  • Brooks Adroit
  • Brooks Benefits
  • Brooks Financial

Company details

From the company's Companies House record.

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)

Current directors and secretaries

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

Check on the FCA register → Report a scam →

Activities and protection

What they can do, and how you are protected

  • 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.

    Check your FSCS cover →

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

Complaints: You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

Track record

FCA actions and complaints

No FCA disciplinary action, and no complaints recorded with the Ombudsman.

Names it no longer trades under

This firm has retired 2 trading names. If you were contacted under one of these, the name did belong to this firm, but check the current details above before going ahead.

Show the retired names
  • Brooks-Financial
  • Pannone Financial Planning

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Common questions

Frequently asked questions

Is Adroit Financial Planning Limited FCA authorised?
Yes, Adroit Financial Planning Limited (FRN 579324) is authorised by the FCA to carry out regulated activities.
Is my money safe with Adroit Financial Planning?
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.
Is Adroit Financial Planning a scam or clone?
Adroit Financial Planning is a genuine FCA-listed firm. However, scammers sometimes clone authorised firms. Always check that the contact details you were given match those on the FCA register before sending money or sharing information.
What is Adroit Financial Planning's Firm Reference Number (FRN)?
Adroit Financial Planning's FRN is 579324. You can verify it on the FCA register.