how we can Help your business
File Assessments & Reviews
It’s vital to ensure that the standards set within your advice policy continue to be met so you can evidence how you're delivering great client outcomes. That’s where our ongoing file assessments and reviews come into play.
We'll review your advice documentation for each case and provide you detailed feedback on our observations and findings.
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How we help .
Our team of experts have years of file checking experience behind them. They know what good looks like and what doesn’t. So whether you need support checking files, providing second line of defence or even checking the work of your checkers, we can help.
What's more, we can use the knowledge we've gained from reviewing your files to help upskill your existing team, providing a bespoke training programme and ongoing support.
Ad-hoc Consultancy
£150
Starting from per hour
Book in time based on availability
Ultimate flexibility
No minimum commitment
Monthly
Retainer
£1,000
Starting from per month
Guaranteed access to our experts
Pre-agreed hours
48-hour response time
Bespoke
Project
£TBA
Starting from per day
Tailored to your needs
Transparent pricing model
Fixed fee or day rate
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Meet the Consultants
Meet the driving forces behind Adeptli – A team with unrivaled knowledge and diverse expertise in financial services, wealth management, marketing, and technology. It's this unique blend of professional skills that enables us to provide quality solutions to help your business thrive.
We're here to make a difference, combining our knowledge and enthusiasm to drive your success.
Julia Kiff
Adeptli Co-Founder & Chartered Financial Planner
Dave Lardner
Adeptli Co-Founder
Jamie Ponting
Adeptli Co-Founder & Chartered Financial Planner
Scott Daniels
Adeptli Co-Founder & Chartered Financial Planner
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Request a Call
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