Brooks Macdonald acquires Manchester-based Adroit Financial Planning

Deal follows its purchase of Integrity Wealth Solutions

Julia Bahr
clock • 2 min read

Brooks Macdonald has confirmed its acquisition of Adroit Financial Planning, subject to regulatory approval.

With assets under advice of £350m and some 650 clients, the Manchester-based IFA specialises in the personal injury and clinical negligence sector. The acquisition will see the service transfer to Brooks Macdonald with all Adroit's staff moving across - resulting in no redundancies and no impact on their clients, according to the wealth management firm. As part of the transaction, Adroit and S+G will sign a referral agreement to support continued close working between the firms, Brooks Macdonald added. "Alongside the acquisition of Integrity Wealth Solutions earlier this year, Adro...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your Business

All the advice firm acquisitions that have taken place in 2025

All the advice firm acquisitions that have taken place in 2025

Keeping track of the ongoing consolidation of the advice industry

Professional Adviser
clock 11 April 2025 • 1 min read
Professional Adviser TV: Essential tax updates IFAs need to know

Professional Adviser TV: Essential tax updates IFAs need to know

PA sits down with AJ Bell's Rachel Vahey to tackle all things tax

Professional Adviser
clock 11 April 2025 • 1 min read
How a WhatsApp group grew into an advice consultancy

How a WhatsApp group grew into an advice consultancy

The Financial Planning Club co-founders on launching and advisers’ biggest challenges

Jen Frost
clock 10 April 2025 • 6 min read