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Adroit Direct - Online Investment Platform

Adroit Direct is an online investment platform which provides portfolio management services to investors.

Most people think you need thousands of pounds to be able to invest. We believe that every potential investor should have access to actively managed, diversified investment portfolios regardless of their level of wealth.

It's a completely non-advised, self-service investment solution, which works similarly to online banking, in that once you have your account and portfolio set up, you can access and track your investments at anytime, anywhere and on any device.

There are lots of different reasons why you might want to invest, such as buying your first property or simply building a nest egg for retirement. Whatever your reason for investing, this platform is flexible and allows you to invest from £1,000 to under the threshold of £150,000 without having to pay for bespoke financial planning services.

Your money will be invested by carefully selected fund managers who have been thoroughly researched and are constantly monitored. Once you’ve chosen the portfolio option that's right for you, the investment managers will work behind the scenes to maximise your return on investment.  

The security of your money is taken very seriously and as a result, your investments are held on your behalf with Pershing Securities Limited which are part of The Bank of New York Mellon Corporation (BNY Mellon), one of the world’s largest and strongest financial institutions. They have over 600,000 clients with assets in excess of $1 trillion US Dollars and offer some of the highest levels of protection available in the industry.

Before using any investment partners, Adroit Direct undertakes significant research and has a robust due diligence process. The suitability of our all our investment providers is monitored on a regular basis.

Watch this video in which Neil Jefferies, head of Adroit Financial Planning, welcomes you to Adroit Direct, the digital investment platform.

Ready to set up an account?


We advise that you read all the information available before you set up your account so you fully understand how the platform and your investment portfolio will work. Please therefore watch the video below on 'Things to Consider' and visit our Adroit Direct information and FAQs page.


Once you have all the information you need, you'll be ready to set up an account.

Setting up an account is quick and easy. Just click on the link below and follow the instructions.

Set up an account here. 


If you have any further questions, please complete the form below and someone will contact you as soon as possible.

If you already have an account, please visit our Adroit Direct account login page.


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