Adeptli's Podcast

In this episode of the Adeptli Podcast, we’re joined by Alex Kell, Chartered Financial Planner and Principal of Quayside Wealth Management, to explore what it really takes to build trust with clients. Alex shares his journey into financial advice, the lessons he learned from changing careers, and why client relationships should be built around people, not products. Together, we discuss credibility...

In this episode, Jamie is joined by Adeptli co-founder Dave and retirement planning expert Andrew Stokes to explore one of the most significant upcoming planning changes facing advisers and clients. From April 2027, unused pension funds and death benefits will form part of an individual's estate for Inheritance Tax purposes. While the headlines have focused on the tax implications, the realit...

Episode description - In this first episode of the Adeptli Podcast, Jamie and Julia are joined by Andrew Stokes, who spent over 40 years in retirement planning, including around three decades as Head of Pensions at St. James’s Place.   Andrew has recently retired himself, giving him a rare view of retirement planning from both sides: as a technical expert and as a retiree.   The conversation explo...