Brooks Adroit

Financial services for trustees and deputies

We take a comprehensive approach to financial planning providing independent advice, tailored to those who have suffered serious injury.

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Why choose Brooks Adroit

Our financial consultants collectively have in excess of 100 years’ experience of working in this highly specialised area, providing a personalised financial planning service to many to many individuals, trustees, and deputies across the United Kingdom.

Our advisers not only understand the complexities of serious injury awards—they also understand and help quantify damages, ensuring you receive expert guidance and the highest standard of service in this highly specialist area of financial advice.

How we can help you

We offer holistic financial planning that considers every aspect of your financial life—not just your investments. This means we look at your income, expenditure, savings, pensions, tax position, insurance needs, and estate planning to build a complete picture of your financial future. Our goal is to help you take just enough risk to ensure your capital can support your lifestyle throughout your lifetime, while minimising unnecessary exposure.

As independent advisers we are not restricted to any specific products or providers. We can access the entire marketplace to find the most suitable solutions to recommend for your needs. This begins with an initial consultation and detailed fact-finding meeting, followed by thorough risk profiling and cash flow modelling. We then recommend a tailored financial structure that aims to reduce the impact of tax in a cost-effective and sustainable way.

This is reinforced by regular reviews at which we go through the same process, reviewing the strategy and checking that the plan remains on track to achieve your objectives.

Additional services

Our services go beyond financial planning advice. Our welfare benefits team support advisers to ensure clients continually receive all the state benefits they’re entitled to, helping to ease financial pressures. We also have extensive experience in calculating Periodical Payment revaluations, ensuring accuracy in ongoing compensation payments.