how we can Help your business

Large & Complex Case Support


Got a client situation that feels like a tough nut to crack? Think of us as your expert partner in financial advice, ready to untangle even the most challenging situations. Our goal? To help you deliver outstanding outcomes for your clients, smoothing out complexities with ease and expertise.

We have worked on thousands of complex cases over the years, often for HNW or UHNW clients.

But the service is not limited to these clients. You could have a case that, whilst not meeting the traditional HNW definition, is the largest case you have worked on and you would like some support. Or, it may not be a big case, but a complicated one, which you want some help with.

our services adeptli by plus group

How we help.


We can help create complex and comprehensive financial plans for clients. Alongside creating the plan, we can also help with the delivery of advice by attending meetings and supporting client conversations.

We aren't just here as a one off either, as we understand large and complex planning is often implemented over a number of years, and we can be on hand to continue to support you through this process.

We can be that second pair of eyes, helping you to validate your thinking, or run through options to present to your client. Whatever you may need we are on hand with years of expertise to support you.


Having launched the Large Case Support team for a FTSE 100 wealth manager, we have experience in supporting advisers with some of their clients’ more complex planning requirements:

  • Rewrote and rolled out a new set of advice standards for a FTSE100 financial advice firm

  • Supporting an adviser with time sensitive restructuring of investments tax efficiently following the death of an individual

  • Designing a strategy for an adviser's client to fund an existing whole of life contract tax efficiently

  • Providing an adviser with a strategy to move his client from an investment focussed portfolio to a more Inheritance Tax efficient approach without creating any immediate income tax or capital gains tax liabilities, incorporating cashflow modelling to bring the strategy to life

  • Producing a strategy for an adviser’s client to extract over £1m from his investments to fund a house purchase whilst restricting the tax payable to basic rate tax (through timing and method of extraction)

Ad-hoc Consultancy


Starting from per hour

  • Book in time based on availability

  • Ultimate flexibility

  • No minimum commitment



Starting from per month

  • Guaranteed access to our experts

  • Pre-agreed hours

  • 48-hour response time



Starting from per day

  • Tailored to your needs

  • Transparent pricing model

  • Fixed fee or day rate

learn more about Adeptli

Meet the Consultants

divide (2)

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.

Go to top