About Adeptli

Decades of expertise, delivered your way

Providing advisers, firms, and networks with practical, flexible support - focused on results.

What we do

Specialist support for advisers, firms, and networks

We help financial services businesses access the expertise they need, exactly when they need it. From technical case checks to strategic growth projects, our consultants bring a wealth of hands-on experience and a deep understanding of the industry.

Our role is to solve complex problems, streamline processes, and help you deliver outstanding results for your clients - without adding unnecessary noise to your business.

A timeline of our journey

2018.

The Beginning

Good Folks agency was founded with a mission to redefine marketing, starting with a small but dedicated team in a shared workspace

2020.

Our First Big Leap

We launched our first international campaign, breaking records and solidifying our reputation for delivering impactful results.

2023.

 Expanding Horizons

To meet growing demand, we introduced performance marketing and analytics services, enhancing our ability to drive measurable success.

2025.

Industry Recognition

Our innovative approach earned us recognition as a leader in creative and results-driven marketing, marking a new chapter of growth and influence.

Julia Kiff
FPFS

Adeptli Co-Founder & Chartered Financial Planner

Dave Lardner
DipPFS

Adeptli Co-Founder

Jamie Ponting
MBA FPFS CMgr

Adeptli Co-Founder & Chartered Financial Planner

Brian Swanson

Technical Consultant

Meet the team

Real people. Real experience. Real results.

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A few things we’re proud of

Trusted by over 50 firms to strengthen their business and advice process

50+

Trained and developed more than 250 advice professionals in 2024 alone

250+

Supported firms with over £500 million of HNW and UHNW client advice

£500m+

Every client surveyed said they would refer us to similar firms

100%

Giving back

How we're making a difference

Using Adeptli to create positive change and support the causes that matter most to us.

Community Involvement

Supporting Grassroots Cricket in Tetbury

We’re proud sponsors of Tetbury Cricket Club, a registered charity at the heart of one of our co-founders’ local communities.

Our support covers training wear for every team - from tiny tots through to under-15s, senior men’s, ladies’, and veterans - helping make cricket more accessible for all.

We also back the club’s Summer Camps, giving young people the chance to stay active, develop skills, and enjoy the benefits of team sport during the school holidays.

Community Involvement

Backing Rising Sporting Talent

We believe sport is a powerful driver of personal growth, discipline, and community spirit. That’s why we support young athletes aiming to compete at the highest level.

In 2025, we helped aspiring runner and long jumper, Oli, by sponsoring his kit for County competition.

By investing in future talent, we’re proud to play a part in helping individuals reach their potential - while highlighting the wider benefits of sport for health, confidence, and resilience.