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...

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