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Brooks Macdonald announces Acquisition of Adroit Financial Planning Limited
Based in Manchester, and specialising in the Personal Injury and Clinical Negligence sector, Adroit is a successful and rapidly growing Independent Financial Adviser (“IFA”) firm with Assets Under Advice of c.£350m and c.650 clients. The transaction will see the service seamlessly transfer to Brooks Macdonald with all Adroit’s staff moving across – resulting in no redundancies and no impact on their clients. As part of the transaction, Adroit and Slater and Gordon will sign a referral agreement to support continued close working between the firms.
Alongside the acquisition of Integrity Wealth Solutions, announced earlier this year (subject to regulatory approval), Adroit will bring further scale to Brooks Macdonald’s Private Clients business, adding distinctive expertise in their specialist area. The transaction builds on Brooks Macdonald’s success to date in executing selective high-quality acquisitions that are a good strategic and cultural fit to support the Group’s ambitious growth plans.
The transaction forms part of S+G’s recent strategic reorganisation; creating two separate yet collaborative parts of the business – Essential Legal Services and Specialist Legal Services. Adroit will continue to work closely with S+G to ensure clients have the support they require.
Clients will see no change to their products and services and, over time, will see the benefits from the support and infrastructure of a larger wealth management firm. Adroit’s Head of Financial Planning Services, Neil Jefferies, will continue to lead the team at Adroit, alongside contributing to the broader Brooks Macdonald business.
Enquiries to:
Brooks Macdonald Group plc
Andrew Shepherd, CEO
Ben Thorpe, Chief Financial Officer
020 7659 3492
FTI Consulting (for Brooks Macdonald)
Ed Berry / Laura Ewart / Katherine Bell
[email protected] 07703 330199 / 07711 387085 / 07976 870961
For Slater and Gordon
Daniel Cochlin, Head of External Communications
[email protected]
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or call us on: 020 7499 6424
or email us at: [email protected]