how we can Help your business

Training & Development


Henry Ford once said: "The only thing worse than training your employees and having them leave, is not training them and having them stay."

One of the greatest investments you can make in a business is in yourself and your people. We have many years’ experience training individuals to the highest level. Whether you want to better your knowledge and understanding, or need to upskill your team to better support you or your clients, we are able to help with tailored training.

our services adeptli by plus group

How we help.


We can design and implement a training programme based on your needs.

Our experience spans many decades and includes bespoke programmes delivered to over 150 paraplanners and administrators. We have also trained 100s of file checkers and advisers on everything from advice suitability, tax calculations, estate planning and regulatory change.

This means, whatever your training needs, we're ready to help. We can create a bespoke training programme to fit exactly what you need and use our years of expertise to not only provide training which is technically correct, but which is practical, relevant and most importantly, repeatable in your business!


Over the years we've provided training across a wide range of areas. Some of the highlights have been:

  • Provided training for a FTSE100 wealth manager to advisers and support staff on Critical Yield analysis, tax calculations and compliance processes

  • Rolled out a new Suitability Letter writing system across the entire adviser and administrator within a FTSE100 wealth manager

  • Developed and delivered the training to embed the launch of a new Advice Framework within a financial advice firm

  • Provided IHT training to over 900 individuals from from beginners to advanced technicians

  • Supported the training and development of over 150 paraplanners and administrators

  • Delivered training for the CISI on the ‘Art of the LoA’

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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