ADROIT FINANCIAL PLANNING LIMITED

1. Company facts

Status

active

Lifecycle

🌳 Mature — Long-running with flat or slow growth. Steady cash, limited upside.

Jurisdiction

england-wales

Registered office

40 Leadenhall Street, London, EC3A 2BJ, England

SIC codes

64999 — Financial intermediation not elsewhere classified

Accounts next due

2027-03-31

Confirmation statement next due

2027-03-18

2. Directors (2 active)

LINDSEY, Martin James

director · appointed 2025-11-24 · born 4/1977 (age 49)

MONTAGUE, Andrea Gertrude Martha

director · appointed 2026-02-16 · born 4/1975 (age 51)

3. Shareholders (1 active)

Brooks Macdonald Group Plc

75-100% shares · 75-100% voting · board control

4. Group structure

Brooks Macdonald Group Plc is the ultimate parent — holding 75%+ shares. This company sits inside their group.

Brooks Macdonald Group Plc

Corporate parent · 75-100%

Headline verdict

Opportunity score

69/100 (Strong)

Owner dependency

moderate — 58/100

Red flags

0 high · 1 medium · 1 low