Independent Fee-Only Online Chartered Financial Planner

Debt Free

Mortgage Free

Retire Early

At the ACADEMY OF LIFE PLANNING, our financial planning services appeal to a wide variety of people here in the UK and abroad, to help them sort their finances, save money and achieve meaningful goals for life. Brought to you online direct by video conferencing, real-time messaging and content sharing - you can work with us from your home or workplace. Whatever your age, wealth bracket, lifestyle, preferences or location - we tailor-make a detailed and personal financial plan that's just right for you. We are non-intermediating, which means we sell plans not products.

Book Your 30-Minute Financial Consultation

For your initial no obligation consultation to review your financial planning requirements, please book via our Shop. The price is £49.99. Place your order today and we will contact you within two-working-days by phone or email to arrange an appointment at a time that is convenient for you.

 

Fee-only Financial Planning: Unlike most other financial advisers, our fee isn't based on the amount of money you have. We offer clients the option of paying an hourly rate for advice or to agree a set fee for an agreed amount of work.

Life Plans are Financial Plans for Your Life

 

Since 2012, the Academy of Life Planning Limited has offered comprehensive financial planning services and personal wealth management guidance direct to hundreds of clients across a variety of sectors, online using video conferencing - with a difference!

 

Non-intermediating: Our clients trust us because we never sell products. There are great online investment products available to you direct - you don't need to lose a chunk of your life savings to a financial intermediary. We cut out the middlemen by offering planning, generic advice and financial education, without intermediation.

 

Multi-dimensional: Personal wealth is not what you have in your bank account. Our service puts the financial architecture in place to support goals in every area of your life.

 

Values-based: We work in a respectful and sensitive way with different values and perspectives. Our approach is people-centric, rather than money-centric, and is respectful of diversity. 

 

You may need one-off advice on a particular topic such as retirement, or a comprehensive plan for your overall finances with ongoing support. We use the global market leading lifetime cash flow software to deliver a comprehensive personal financial plan.

 

FREE GUIDE - Your Plan B

The first step to financial planning is to set goals in every area of your life. Here is a free simple 8-step formula for defining the goals for your personal financial freedom. 

 

Download your free guide - 8 Steps to Your Plan B - when you join our free mailing list.

 

How to save money on your savings

 

Use our vast experience and expertise to help avoid paying needless charges. Learn the secrets the baffling bankers didn't want us to share. Save literally hundreds-of-thousands of pounds over your lifetime. We provide empirical evidence from leading academic researchers that exposes the trickery and deceptions hidden in financial industry conniving that's costing you a big chunk of your life savings. 

 

We offer you the money-saving, comprehensive financial planning services that the cheats would prefer we didn't - direct, on-line, via video to you, to your home or workplace, wherever and whenever.

 

Hear how an expert on-your-side, who has no vested interest in the products you use, provides expert and impartial planning, generic advice and financial education. We provide the plans you can trust; you choose the products.

 

 Investment Planning

 Retirement Planning

 Risk and Insurance Planning

 Tax Planning

 Inheritance and Estate Planning

 School Fees Planning

 Needs analysis and cash flow forecasting

 Life Planning - financial plans for life!

 

 

Why Choose Us?

 

Investment Expertise - Steve Conley, your personal financial planner, is the former Head of Investments at HSBC. Steve shares the secrets the banks didn't want him to share.

Qualified and experienced - Steve has been a Chartered financial services professional for over 30 years, qualifying with multiple industry awards in 1989. 

Personal Service - Steve has been a Master Life Planner with the world-famous Kinder Institute since 2012. He plans the client before planning the money. This is recognised globally as the most trusted financial planning approach and is often referred to as 'proper financial planning'.

Fiduciary Service - Because we are non-intermediating (we don't sell products) you are assured that we will act in your best interest at all times without conflict of interest: We place a wall between advice and product sales.

 

Founder Steve Conley is the author of the Amazon best seller "Your Money or Your Life: Unmask the highway robbers - enjoy wealth in every area of your life."

 

If you'd like to know more about non-intermediating financial planning (plans without products) and why it's better for you and your family - when compared to financial intermediation (plans with products) - check out this website and book a 30-minute no-obligation consultation with us today.

 

"If you’re considering working with Steve and you’re not sure whether to take that first step, all I can tell you is it changed my life and now I am living a dream life that I never thought was possible." - Emma P  - More Testimonials

 

Book your 30 Minute Financial Consultation - Today!

For your initial no obligation consultation to discuss your financial planning requirements, please book via our Shop. The price is £49.99. Place your order today and we will contact you within two-working-days by phone or email to arrange an appointment at a time that is convenient for you. 

 

For Consumers

For Planners

For Employers

"If you don't have a plan of life, you'll never have order!" - Saint Josemaria Escriva

Appeared in the media and at major conferences.

 

We believe that the greatest value is added for personal financial consumers through financial planning, rather than financial intermediation.

 

The services on offer from the Academy of Life Planning Limited are classed as generic advice and financial education. No financial products are ever sold. No personalised advice or recommendation is ever given in relation to the buying or selling of specific investments. Without exception, we do not arrange or bring about deals, make arrangements with a view to transaction, deal, or cause dematerialised instructions relating to any investment business. We do not advise borrowers about liquidation of debt. We simply offer personal financial plans.

 

That's how we act as fiduciaries with mass-market appeal. We always put our client's best interests first. We cater for the largest number of people possible. We cater for the 5% who have access to financial intermediaries and we cater for the 95% who have limited access to financial intermediation and remain underserved on account of holding investable assets below regulated financial intermediary thresholds (typically £100,000). We appeal to a wide variety of consumers. We represent the best interests of the general public market, consisting of consumers belonging to various age groups, wealth-segments, lifestyles and preferences.

 

The Academy may refer customers, with client consent, to registered and regulated financial intermediaries where appropriate. Since the firm is not a financial intermediary, or a provider of financial products, it is not regulated by the Financial Conduct Authority.

 

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