Fee-only Financial Advice, Financial Planning & Life Planning

Welcome to the Academy of Life Planning

 

AoLP has been a resource centre for non-intermediating financial planners since 2012. An independent UK based organisation, AoLP offers support, information and training.

 

Here are some of the services we provide:

 

  • Non-intermediating financial planning (NIFP)
  • Home Study NIFP Courses
  • NIFP Community

 

Our NIFP Courses are offered with personal tuition via video conferencing. Suitable for personal exploration or as an introduction to becoming a NIFP practitioner. 

 

This community resource website has free resources and information for anyone interested in NIFP including: NIFP Practitioner listings, Event listings, Book reviews and information, details of our private NIFP chat group, plus our Blog.

 

Debt Free

Mortgage Free

Retire Early

Financial Planning Without Muddling Relationships With Commissions

 

At AoLP, our "goal-based" financial planning services appeal to a wide variety of people from around the world.

 

We help them sort their finances, invest sensibly, avoid cons, save money and achieve their goals.

 

Our financial advice is brought to you online direct by video conferencing, real-time messaging and content sharing - you can work with us from your home or workplace.

 

We are fee-only and non-intermediating, which means we sell plans not products. FIND OUT MORE.

 

Advice From An AoLP Client’s Perspective

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As a profession, financial planners spend a lot of time talking about the value they add to clients. But what does it actually feel like to be on the receiving end of great advice? To have your life transformed by the discussions you’ve had? To see your hopes and aspirations come true thanks to that trusted relationship? See what Money Marketing had to say about AoLP - SEE TESTIMONIALS

Initial Consultation

£49 for one hour

On-line via video-link advice, taster session and basic financial plan.

Full Financial Plan

Fixed fee from £995

We offer the GAME Plan over four or more two-hour sessions to  deliver fast, high quality results.

Ongoing Service

£49 per month

Quarterly meetings, personal wealth app and unlimited access to our highly skilled team of professionals.

Book Your 60-Minute Initial Financial Consultation

For your initial no obligation consultation to review your financial planning requirements, please book via our Shop. The price is £49. 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.

 

"Sign Up To Newsletter" By Downloading Free Guide

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. 

 

By submitting your download request you will be entered into our weekly draw for a free copy of the book "Your Money, or Your Life!"

 

T&Cs: Open to UK residents aged 18+. Winner chosen at random. Closing date 6pm on Sunday 1st March 2020.

 

Last week's winner was Carol-Ann Stirmey from Kettering.

 

 

How To Accumulate And Preserve Wealth:

 

 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!

 

Read more about our SERVICES FOR CONSUMERS.

 

 

Why Choose Us?

 

Investment Expertise

 

Qualified and Experienced 

 

Personal Service 

 

Fiduciary Service

 

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."

 

FIND OUT MORE

 

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

 

Multi-dimensional

 

Values-based

 

Book your 60 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. 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 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 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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