how we can Help your business

Legislation Review & Implementation


Keeping up with new legislation like Consumer Duty might seem daunting, but that's where we come in. We dive into the nitty-gritty of both the legislation and your business to make sure you're always on the right track.

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How we help.


We can help you understand legislation changes, cutting through the often reams of jargon and getting right to the heart of what it means for you, your business, and your clients.

But we don’t just leave it there, we can support you in embedding any changes into your business. whether that is evolving your processes, updating your advice policy or even more fundamental changes like overhauling your entire business approach (such as required by many following the introduction of Consumer Duty).


Given the constant evolution of financial services in the UK, we've helped support numerous legislation developments over the years:

  • Supporting the implementation of actions for Consumer Duty compliance in a FTSE100, particularly the design of, and processes for, Distribution and Target Market application

  • Designed and implemented necessary business submission changes required for a FTSE100 to adapt to the evolution of Defined Benefit pension regulation

  • Supported the design of a new process to improve the identification of vulnerable clients within a large financial advice firm

  • Created a new approach to Suitability Letters for a wealth manager by reviewing FCA guidance and best practice and putting the client experience at the forefront of the conversation

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

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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.

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