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Company · London

Adroit Financial Planning Limited

Financial intermediation not elsewhere classified

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Official record Companies House · updated 27th September 2026 · Sources

Network

The large node is Adroit Financial Planning Limited. Red nodes are organisations, white nodes are people. Sign in free to explore further.

Who leads it

Previous officers 24

  1. Robin Thomas Eggar 2023-2026 Director View profile
  2. Paul Edward Rosson 2021-2026 Director View profile
  3. Alison Louise Wilford 2021-2022 Director View profile
  4. Clair Louise Mcnicol 2020-2021 Director View profile
  5. Matthew Paul Jarvis 2020-2022 Director View profile
  6. Martyn Joseph Beauchamp 2018-2020 Director View profile
  7. Alison Powell 2018-2019 Director View profile
  8. Helena Roberts 2018-2022 Director View profile
  9. Alicia Alinia 2018-2019 Director View profile
  10. David John Ludlow Whitmore 2018-2018 Director View profile
  11. Kenneth John Fowlie 2018-2019 Director View profile
  12. Simon Barry Prew 2018-2018 Director View profile
  13. Neil Arthur Jefferies 2015-2026 Director View profile
  14. Geoff Robert Drake 2014-2015 Director View profile
  15. Veronica Mary Gavin-Mcnulty 2012-2014 Director View profile
  16. John George Cotton 2012-2015 Director View profile
  17. Barry O'Neill 2012-2015 Director View profile
  18. Steven Richard Grant 2012-2014 Director View profile
  19. Emma Elizabeth Holt 2012-2018 Director View profile
  20. Laura Anne Morgan 2023-2026 Secretary View profile
  21. Elizabeth Comley 2021-2022 Secretary View profile
  22. Emma Louise Humphrey 2019-2021 Secretary View profile
  23. John Webber 2015-2019 Secretary View profile
  24. P & P Secretaries Limited 2012-2014 Corporate-secretary View profile

Directors and secretaries as filed at Companies House.

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About

What it does
Financial intermediation not elsewhere classified
Incorporated
07/03/2012
Registered office
London

Ownership

Owned by (2) iOwned byIndividuals and companies registered as having significant control over this company, from the Companies House PSC (persons with significant control) register. People whose ownership could not be confirmed to one individual are not listed as confirmed owners.

Group

  1. Adroit Financial Planning Limited is controlled by Brooks Macdonald Group PLC
    Evidence
    active 75-100% shares, 75-100% voting, appoints directors · notified 2022-12-14 · source: Companies House PSC register

Ultimately controlled by Brooks Macdonald Group PLC.

18 other companies in this group

Ownership paths are calculated from Companies House persons-with-significant-control filings. Each step shows the filed nature of control and dates; a step marked "ceased" is historical, not current.

Board analysis

Board DNA

How this board is put together, from the Companies House officer record and Charity Commission trustee records - deterministic, no AI.iBoard compositionCounted from the dated Companies House officer record: the current directors only, past directors excluded.

2 directors on the board

0.5y median 0.5y
average tenure
0.6y
longest tenure
0
directors past 6 years

First-time vs portfolio directors

Portfolio (2)

0
also govern a charity

Left in the last 12 months

Where else this board sits iWhere else this board sitsThe charitable fields these directors govern in elsewhere, by Charity Commission classification. Excludes this company and any charity it is the legal face of.

Finance 15Professional services 3Other services 1

The sectors these directors govern in elsewhere. This company, and any charity it is the legal face of, are excluded - counting them would just tell you what you are already looking at.

Sources

Official record from Companies House. Governance Register calculates the connections.

Record details
Company number
07980535
Status
Active
Type
Private Limited Company
Accounts next due
31/03/2027
Edition
Register edition compiled 27th September 2026
Labels
Official record from Companies House · Calculated derived by Governance Register.

Contains public sector information licensed under the Open Government Licence v3.0. Report an issue · How we handle data