Partner spotlight
Through our partnership with GoodStock, we support advisers who specialise in ESG and sustainable investing - producing reports that reflect your clients’ goals, your advice process, and every regulatory requirement.
Advisers in the GoodStock community are building something bigger than financial plans.They’re helping clients invest with purpose - creating wealth that supports both personal goals and a positive impact on the world.
We’re here to make that easier.
Through our partnership with GoodStock, we provide dedicated paraplanning support tailored to advisers who specialise in ESG and sustainable investing. Our team understands the depth of research, clarity, and documentation required when clients want their money to do good - not just grow.
What this can look like
We provide comprehensive support for Independent financial advisers and financial advisers across all networks, tailoring our approach to each firm's structure, systems, and compliance frameworks.
Working with you
Our team fits straight into your advice process - handling the technical and compliance detail behind every ESG recommendation so you can focus on clients.
This service is trusted by advisers and networks who deliver sustainable and values-aligned advice but need high-quality paraplanning support to back it up.
Because responsible investing still needs robust evidence. We blend technical precision with a deep understanding of ESG advice - helping advisers show clients the impact of their choices and meet every compliance test with confidence.
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Paraplanning
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Paraplanner
About
I began my financial career in 2010 as a Banking Adviser with Santander. In 2019, I joined SJP and in 2022 achieved the CII Level 4 Diploma in Regulated Financial Planning. I have since worked closely with a number of advisers and was the main paraplanner for the Director of a Senior Partner Practice. I enjoy working across all types of cases, with a particular interest in Inheritance Tax planning.
Likes
Outside of work, I’m an avid reader and enjoy travelling with my husband and children making memories together.
Dislikes
The cold and people with no manners!
Consultant at Supportd
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Here are some of the most common questions about our ESG paraplanning support:
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Do you capture ESG objectives and fund rationale in reports?
Can you integrate with our templates and systems?
How do you ensure reports align with Consumer Duty?
Whether you need hands-on support or want to explore joining Adeptli as a consultant – we’re ready when you are.
Need to know more
Browse our FAQs to learn more about our support and services.
We’ll turn your ESG recommendations into clear, compliant reports that make responsible investing easy to understand and simple to evidence.
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