Expert support, real people

Meet your consultants

Adeptli Co-Founder & Chartered Financial Planner

Adeptli Co-Founder

Jamie Ponting

MBA FPFS CMgr

Adeptli Co-Founder & Chartered Financial Planner

Scott Daniels

Adeptli Co-Founder & Chartered Financial Planner

Mark Lamb

Adeptli Co-Founder

Rich Ross

DipPFS, EFA, ACSI, Cert SMP

Technical Consultant

Technical Consultant

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See yourself here?

We’re always looking for talented consultants to join Adeptli. If you’ve got expertise to share and want the freedom to focus on delivery - with the backing of a supportive team - we’d love to hear from you.

Find out more

Need to know more

Frequently Asked Questions

Browse our FAQs to learn more about our support and services.

01
Can you create a bespoke solution for my firm?
02
Do you only work with large firms or networks?
03
How does the onboarding process work?
04
Can you help with services not listed on your website?