Sustainable advice support
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.
GoodStock is a community focused on the future of financial planning, bringing together people who care about sustainability, long-term impact, and the continued evolution of the profession.
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.
Request a Call
Paraplanning
Client Servicing Administrator
About
I have worked in financial services as an administrator for 3.5 years, during which time I have focused on building my technical knowledge and developing a strong understanding of industry processes. I enjoy supporting advisers and colleagues, contributing to efficient client servicing. I grew up in Cornwall and now live in Warwickshire.
Likes
I enjoy cooking, watching films and travelling in my free time.
Dislikes
Spiders - especially when they crawl across the floor unexpectedly!
Consultant at Supportd
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.
Book a call
Back office support for financial advisers, firms and networks
