We recognise that if you do not have a plan for life, then you don't have order. We also
recognise that the mass disintermediation of the financial marketplace since the turn of the century has left a huge advice gap. Our goal is to remove intermediation from the advice process and fill
the advice gap with plans for life through our virtual, global home service community.
At the Academy of Life Planning, we provide global non-intermediating financial planners and their firms
with all the resources and support they need to run a successful non-regulated advice business, working from anywhere. As the whole world plans towards a post-pandemic "new normal" for
life and money, we are your go-to experts for global online financial planning, without the financial intermediation.
Place a wall between advice and product and there is no need for
regulation.
Whether you are a consumer or
adviser, you can book an initial hour online consultation with Steve Conley by visiting our SHOP.
"Great advice." "Have your life transformed." "That trusted relationship." "Life changing." "Really does
add great value to real lives." - Money
Marketing
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 sold. No personalised advice or
recommendations are 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,
or cause dematerialised instructions relating to any investment business. We do not advise borrowers about liquidation of debt. We simply offer personal financial plans.
With the absence of financial intermediation from our financial planning process, this life & money planning can be delivered from anywhere globally to anywhere
globally, and remain compliant with rules and regulations of all relevant regions and territories.
That's how our advisers act as fiduciaries with global mass-market appeal and without conflict of interest. We always put our client's best interests first. We cater
for everyone. We cater for the 5% who have access to financial intermediaries on account of their wealth. 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 represent the best interests of the general public whatever their age
group, wealth-segment, lifestyle, values, preferences or country of residence.
The Academy may refer customers, with client consent, to registered and regulated financial intermediaries in appropriate territories where appropriate. Since the
Academy of Life Planning Limited is not a financial intermediary firm, or a provider of financial products, it is not regulated by the UK's Financial Conduct Authority.
The Academy of Life Planning Limited operates as an international financial planner support group. The company offers non-intermediating, compliance, research and
technical, personal development, technology support, practice development, introducer, recruitment, marketing support, testimonials, and exit/succession planning services for its members and their
firms. In addition, the company offers solutions for consumers, such as retirement planning, investment planning, protection planning, inheritance tax planning, long-term care planning, mortgage
planning, and insurance planning. It serves a globalised marketplace through non-intermediating financial planners, advisers, and brokers throughout the world. The Academy of Life Planning Limited
was founded in 2012 and is based in Lincolnshire, United Kingdom.
Founded: 2012
CEO: Steve Conley
Chairman: Steve Conley
The Academy of Life Planning is registered in England and Wales, registration number 8016568.
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