A new consultancy service built around you
Having worked with 1000’s of SJP Practices and IFAs, it’s fair to say we have seen it all. We
know what separates the best, from the rest and our experience and expertise in advice,
business strategy and technology, means we can offer a unique insight into how to
transform and support your Financial Advice business.
Register your interest in Adeptli
ABOUT THE SERVICE
Our ethos is to do whatever we can to support you, in whatever way you need us, meaning
our range of services can be tailored specifically to your business.
Whether you are new to the industry, looking to take your business to the next level, need
help with a specific client scenario or just need a sounding board on a specific task, we’re
here to help.
Some of the services available include:
- Training and development for you and your staff
- Process review and implementation throughout your business
- Business planning and strategy development
- Back book reviews to help you uncover those missed opportunities
- BSP support, helping you make the most out of your BSP and identifying opportunities
- Large and Complex case support for high-net-worth individuals and private clients
- Support helpline providing-direct access to industry experts in all things financial planning
- Effective implementation of legislative changes such as Consumer Duty
- Ongoing support, webinars, and access to a financial planning community
Register your interest and be the first to find out when Adeptli goes live!
Whether you are an existing user of Plus Group services, or looking to level up your practice, click the button below to register your interest.