The Adeptli Podcast is a space for honest, experience-led conversations about financial advice.
We speak with advisers, industry experts and business leaders about the challenges facing advice firms today, from technical planning and regulation to running and growing a business.
The focus is simple: clear thinking, practical insight, and conversations that help advisers with the things that are currently on their mind.
Budget 2026: What Actually Matters for Financial Advisers?
Budget 2026 may have been described as bland, dull and ineffective, but beneath the newspaper headlines there are still changes that will affect the advice given to particular groups of clients. In this special edition of The Adeptli Podcast, Jamie, Julia and Dave look beyond the immediate Budget reaction and focus on what financial advisers need to know. They discuss everything from the reversal of the planned Cash ISA restriction and the new Pension Tax Allowance, to higher taxation of savi...
9 Oct 2026
What Makes a Business Ready to Buy or Sell?
In this episode of The Adeptli Podcast, Jamie and Julia are joined by Brian Swanson, M&A specialist and co-founder of Avantum Partners, to explore what really makes a financial advice business ready to buy or sell. Brian shares his perspective on the changing M&A market, the growing influence of private equity and why many advice firms are far less sale ready than their owners realise. The conversation covers valuations, deal structures, founder dependency, advice quality, file stan...
15 Sept 2026
Everything Has Changed. Nothing Has Changed: 50 Years in Financial Advice
In this episode of The Adeptli Podcast, Jamie and Dave are joined by Ian Price, who reflects on almost 50 years in financial services and how the advice industry has changed along the way. Ian discusses the shift from product-led advice towards financial planning and long term client relationships, as well as his own experience of retirement and why purpose, health and having something meaningful to do matter just as much as the financial plan. The conversation also covers cashflow planning, ...
25 Aug 2026
How to Grow an Advice Firm Without Breaking It
What does it take to grow a financial advice business without losing control of the people, processes and client experience along the way? In this episode of The Adeptli Podcast, Jamie and Dave are joined again by Sian Matheson, Managing Director of Meta, and Thomas Kelly, Director of Operations at William James, to explore what it really takes to grow a financial advice firm without breaking the business around it. From business planning and acquisitions to recruitment, outsourcing and advis...
4 Aug 2026
What Clients Never See: Inside the Engine Room of an Advice Firm
Jamie and Julia are joined by Thomas Kelly, Director of Operations at William James, and Sian Matheson, Managing Director of Meta, to explore what really happens inside the engine room of a financial advice firm. The conversation looks beyond the client meeting to examine the people, processes, systems and communication needed to deliver good advice consistently. From handovers, client segmentation and operational risk to AI, MI and the traditional one-client, one-adviser model, this is a pra...
14 Jul 2026
Growing Without Losing the Personal Touch: Building a Financial Advice Business
How do you grow a financial advice business without losing the personal touch? In this episode of The Adeptli Podcast, Jamie and Dave are joined again by Alex Kell, Principal of Quayside Wealth Management, to explore what it really takes to grow a financial advice business. Alex shares the story of building Quayside from an academy start up into a growing, multi-adviser, multi-office advice firm, and reflects on the decisions, challenges and trade offs that come with growth. The conversation ...
23 Jun 2026
Earning Trust and Building Relationships: What Clients Really Want from Advice
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, client trust, handling difficult conversations, and why good financial planning often starts lo...
9 Jun 2026
Pensions & IHT in 2027: Why There Isn't a Right Answer
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 reality is far more nuanced. The discussion explores what is actually changing, which clients are most likel...
18 May 2026
Pensions, Purpose and the Reality of Retirement
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 explores the human and technical realities of retirement, including identity, purpose, tax f...
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