welcome to adeptli by plus group
The Heart of Adeptli
Meet the minds that make Adeptli exceptional. Our consultants are more than just professionals; they are pillars of expertise, each with a unique story, impressive qualifications, and specialised skills. From diverse backgrounds to industry-leading certifications, they embody the very essence of Adeptli’s commitment to excellence.
learn more about our team
Learn more about our team of consultants
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.
Holistic financial planning support
Advice quality
Integrating tax efficiencies
Compliance reviews
Identifying business opportunities
Dave Lardner
Dave has worked in Financial Services for over 25 years and has an extensive background supporting Financial Advisers and providing technical guidance to them, their businesses, and their clients. Having worked for a FTSE100 for nearly two decades, he is experienced in delivering upon advice solutions and their design, processes and procedures, training and compliance and technical support. With a critical eye, Dave can be found perusing the detail most seek to avoid and turning that into easy-to-understand language.
Holistic financial planning support
Advice quality
Integrating tax efficiencies
Compliance reviews
Identifying and delivering on advice opportunities
Advice design and delivery
Dave Lardner
DipPFS
Jamie Ponting
MBA FPFS
Jamie Ponting
Meet Jamie who, despite being the youngest in the team, brings over 15 years industry experience across both advice and technology. He’s passionate about long-term strategic planning, streamlining processes, and AI's transformative role in financial services.
Process optimisation
Advice quality
AI (Artificial Intelligence)
Advicetech & Fintech implementation
Scott Daniels
Scott has worked in financial services for over 15 years. He holds a degree in Business and Finance from Liverpool John Moores University, as well as being a Chartered Financial Planner and Fellow of the Personal Finance Society.
As well as co-founding Adeptli, Scott is a co-founder of Plus Group, providing outsourced support to Advisers throughout the UK and beyond. He is passionate about raising the bar of professionalism in the financial advice industry and inspiring the next generation to consider financial planning as a rewarding career.
Having worked closely with over 1,500 financial advisers, Scott brings a wealth of experience to the table. He excels at understanding the challenges faced by firms, both big and small, and offers innovative solutions to help them thrive.
Scott Daniels
FPFS
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