MBA FPFS CMgr
Adeptli Co-Founder & Chartered Financial Planner
Jamie draws on more than 15 years of experience in both financial advice and technology to deliver meaningful impact for advisers, firms, and networks. His expertise sits at the crossroads of strategy, operational design, and modern efficiency helping clients build systems that are both scalable and future-ready.
A forward-looking thinker, Jamie focuses on aligning long-term strategic planning with real-world execution. Whether it’s refining advice delivery frameworks, optimising firm operations, or integrating AI-driven tools that enhance performance, Jamie ensures change is practical, context-led, and client-first.
Known for translating tech innovation into everyday value without the jargon he works collaboratively to shape solutions that align with business objectives, while complying with regulations, and ultimately delivering better outcomes for both firms and their clients.
Consultant focus
Expert consultancy designed to make mergers, acquisitions, and integrations smoother, more efficient, and focused on long-term success.
Practical, strategic input across business planning, profiling, and recruitment - helping firms grow with purpose and pace.
A fresh pair of eyes to assess suitability, spot gaps, challenge assumptions, and help ensure advice meets regulatory expectations.
Tailored support to upskill advisers and paraplanners, boost confidence, and improve the quality and consistency of advice.
From positioning to propositions, we bring clarity and challenge to help you grow in a way everyone understands and can get behind.
Choosing, setting up, or embedding new tech? We make sure your systems actually solve problems – and get used.
Need help redesigning how you operate? We help build clear target operating models and efficient processes that work in the real word, and not just on paper.
Supporting delivery after the deal is signed - embedding change, retaining advisers, and keeping operations running smoothly.
Designing clear, practical plans to align people, processes, and culture so value is protected and disruption is minimised.
Laying the groundwork for a successful transaction by stress-testing assumptions, identifying risks, and ensuring you’re deal-ready.
Expert technical support for complex or high-value cases, helping advisers navigate challenges while protecting compliance and delivering better client results.
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From strategy and process redesign to leveraging technology and AI - Jamie helps firms streamline operations and plan for long-term growth.
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Specialist support for advisers, firms, and networks
