Adroit Financial Planning Limited
Pannone is able to offer access to Financial Advice through Adroit Financial Planning Limited (Adroit). Adroit is a firm of fully independent and professional financial planners based in Manchester City Centre, located in the same building as Pannone.
They are able to offer advice to individuals, corporates and trustees. Their services include investment management, pension planning and protection.
Adroit believe in offering truly holistic financial planning. Their advisers will take considerable time talking to you to understand your financial needs. Being independent means they will be completely unbiased when recommending solutions to suit you.
We work closely with Adroit as they strongly advocate involving other professionals where it is appropriate to your circumstances, meaning they will work in conjunction with our own solicitors where that is of benefit to you. All of their senior advisers have a background of working in-house for solicitors or accountants and as such, have an excellent understanding of the benefits of doing so.
Financial Planning for You
Adroit has extensive experience when dealing with the investment of personal injury and clinical negligence settlements and continue to look after many of our own clients years after they have reached a financial settlement. They will work hand-in-hand with our private client solicitors should a Compensation Protection Trust also be needed.
They have helped a number of divorcing clients, particularly with the implementation of pension sharing orders. With pensions forming larger than ever portions of a couples assets, it is of the utmost importance to ensure this fund is managed appropriately post-divorce.
Their expert team has excellent knowledge of the obligations of trustees and deputies, managing investments not only for lay persons taking on these duties, but also for our own solicitors carrying out these duties as a professional.
Financial Planning for your Business
Adroit can also provide valuable assistance to our corporate clients, arranging protection of key persons within the business to ensure that the business can continue to run effectively and ownership stay in the right hands should a death or serious illness occur.
Currently managing investments in excess of £120m and also looking after £80m of cash deposits, they have an excellent track record that we are sure they would like to share with you.
You can meet the team and find out more detail about their services by visiting the Adroit website. If you are already dealing with a solicitor at Pannone, they will also be able to give you more information.
0800 840 4929