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!
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
learn more about Adeptli
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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