how we can Help your business
Compliance Support
One thing is certain in the world of compliance, things change and you need to ensure you remain at the forefront of these changes. That’s where our ongoing compliance support comes in.
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How we help .
Compliance is a key aspect for any business, not least for ones operating in such a regulated environment as financial services.
Whether driven by corporate or industry requirements, we will help to either design new processes or update existing ones. We'll then embed any changes, which can include training your teams and reviewing documentation.
All with the sole aim of keeping you, and your business, safe and profitable.
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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