Adeptli Co-Founder & Chartered Financial Planner
Julia Kiff
Julia’s career in financial services spans four decades. She has gained a wealth of technical knowledge and experience through varied roles with some of the UK’s largest financial services providers. She is renowned for her meticulous eye for detail and innate ability to navigate complexities with finesse.
Professional Background
Most recently, Julia has used her experience to support wealth managers in addressing the intricate planning needs of their multi-millionaire clients – both in designing and delivering holistic, intergenerational planning strategies and in providing ongoing servicing support with a particular focus on tax efficiency.
She also has experience in process design, training, technical support, compliance, product launches, complaint resolution and media relations.
She had a very short stint in local commercial radio before moving to the world of financial services.
Educational Background
Having had an interest in finance from a young age, Julia combined that with her other passion of media to obtain a Higher National Diploma in Business and Finance with Media and Communications. She achieved Chartered Financial Planner status and became a Fellow of the Personal Financial Society in 2010, a real accomplishment after a final flurry of exams in the same year as becoming a Mum. She was recognised as The Insurance Institute of Cheltenham & Gloucester’s PFS Student of the Year but collection of the award was delayed by the early arrival of her son.
Areas of Expertise
Holistic financial planning support
Advice quality
Compliance reviews
Identifying business opportunities
Integrating tax efficiencies
Personal attributes and interests
Julia is down-to-earth, grounded and authentic. She is known for her straightforward approach with an exceptional level of patience, a genuine inclination to assist others, and an unwavering commitment to identifying pragmatic solutions and making continuous improvements.
She is a keen genealogist who has recorded a detailed ancestry dating back to the 18th century. As a mum and wife of avid cyclists, she’ll tag along on the odd bike ride (when the route is flat, the weather is fine and the itinerary includes a pub lunch!)
