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Adroit Financial Planning

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Why choose us?

Our financial consultants are recognised throughout the legal industry as experts in advising injured clients, both prior to and following settlement of their case, and providing ongoing advice and management of the personal injury compensation.

All our financial consultants are highly trained and have many years’ experience working with solicitors and injured claimants and our business is solely focused around providing advice for clients just like you. In fact, combined, the team has around 80 years’ experience in personal injury and over 125 years’ experience in financial planning and wealth management.

Our financial consultants have been involved in advising the government on the structuring of personal injury awards and several members of the Adroit team form part of an expert panel that regularly advise and serve the personal injury legal community.

Adroit staff gave us great ideas and investment opportunities and we’re now planning for, and looking forward to, the rest of our lives ahead

Mr and Mrs B, Adroit Clients, Manchester

Putting you first

  • Adroit’s independent financial planning experts offer a tailored service to suit all your needs. Not only can they ensure that any compensation award together with any entitlement to means-tested benefits are protected, but can also offer expert financial and investment advice to increase the real value of the award to provide long-term financial security.
  • Many people who receive compensation for a spinal cord injury don’t realise that the amount of compensation they received was based on the assumption that they would seek proper financial advice to set up a diversified portfolio of investments. By not doing so, there’s a good chance your compensation will run out before it’s supposed to.
  • We can help you plan for a fulfilled life after injury, which includes long-term financial security.
  • When advising you on investment matters, Adroit’s aim is to take as little risk as possible to provide the returns required to ensure that your personal injury awards lasts as long as it’s required.

What we do

You’re entitled to choose whichever financial adviser you wish to, but please do get in touch and let us explain how we’re different to other IFAs.

Simply give us a call and we’ll be very happy to meet with you at a location and time that best suits you or, if you prefer, will arrange an online video consultation. Once we’ve had our initial meeting, if you decide to go ahead, we’ll work with you to map out a budget and help you to understand how much capital you should be able to spend now on things such as property adaptations, prosthetics a car or even a much-needed holiday.

We’ll then help you work out a sustainable budget that can meet your day to day needs going forward by using sophisticated financial forecasting software that maps out your income and expenditure on a year by year basis. This software enables us to work out how much return we need  to make on your investment to ensure it lasts.

We’ll review this regularly and a member of the Adroit team will always be there to advise and assist you with financial matters and will meet with you regularly to carry out ongoing financial reviews to ensure that your needs continue to be catered for.

Due to the nature of our work, many of our clients are in receipt of state benefits. Our consultants are experts in state benefits and will be happy to advise you on these and ways to protect them upon receipt of  your award.

For more information, please get in touch with us on 0800 884 0006, email us at [email protected] or visit our website

Success stories

At Adroit, we represent a vast number of people who have all kinds of injuries, in addition to supporting many clients who are SCI. For example, we represented Catrin Pugh who suffered 96% burns when the coach she was travelling on through the Alps crashed and caught fire.

Here Catrin talks about her experiences with Adroit Financial Planning and how they’ve helped her with her future.

Meet the team

Neil Jefferies

head of financial planning

I began my financial services career in banking in 1986 and in 1987 moved over to advising clients on life assurance and pensions. I became an independent financial adviser in 1990 and have continued in that career ever since. As a result, I have an extensive amount of experience in the field of financial planning.

I became the UK Head of Financial Planning for Adroit in December 2015 and have since grown the business significantly. I work with a team of extremely talented, specialist financial consultants, paraplanners and administrators.

During my career, I have specialised in a full range of financial planning and wealth management services for individuals and Trustees. I now concentrate fully on ensuring that Adroit continues to offer a market leading service to clients, colleagues and other professionals.

More information.

Neil Brownhill

senior financial consultant

I’ve worked in financial services for almost 30 years, and specifically Personal Injury and Clinical Negligence for the last 20 years. I’m one of the few nationally recognised experts in Personal Injury and Clinical Negligence claims where a financial adviser is required.  This advice includes expert witness reports for the Court as well as investing, managing and safeguarding  compensation awards following the settlement.

The most rewarding aspect of my career is to look after clients once their claims have settled, and then to look back and see how their lives have been enhanced and improved because of their settlement.  Many of my clients have been with me for many decades and I see this as an endorsement of my commitment to them throughout their claim and afterwards.

More information.

Paul Rosson

principal financial consultant

Paul has specialised in financial services for over 30 years, providing independent financial advice to clients. Paul has a vast amount of experience in representing those who’ve suffered personal injury or medical negligence and has specialist expertise in pension loss calculations, periodical payment order analysis, personal injury trusts and ongoing management of compensation awards.

Andrew Taylor

senior financial consultant

Andrew has been working in financial services providing financial advice for over 10 years. He specialises in the field of personal injury and medical negligence and works closely with people impacted and their legal teams, aiming to ensure his clients receive a truly holistic financial planning experience both before and after their case settles.

Stan Coupe

senior financial consultant

Stan has been working in the financial services industry for over 35 years, over 20 of which have been within the personal injury and medical negligence sector. He advises his clients who’ve been affected by personal injury or medical negligence on a range of matters, both before and after settlement of the case, such as periodical payments and pension loss as well as investment advice and trusts.

Natasha Hellewell

financial consultant

Natasha has been working in the financial services sector for over 10 years. She’s one of the few financial advisers to hold a degree in Financial Planning in addition to being fully qualified to provide advice in line with the standards set by the Financial Conduct Authority (FCA). She’s also accredited by the Society of Later Life Advisers as an expert in later life planning which includes specialising in pensions, inheritance tax and care fees.