The Academy Of Life Planning

Fast Track Your Advice-only Financial Planning Success Story

We provide membership support, mentorship, training, and access to tools, templates, and professional development opportunities.

Transform Your Financial Planning Business: Learn How To Become An Expert Advice-only Financial Planner in Just 12 Weeks

 

Welcome to the Academy of Life Planning, where we help independent financial planners reach their full potential. Our global community of experts specialises in empowering clients to take control of their finances and achieve their goals. Join us and enjoy comprehensive financial planning, support, and training to enhance your skills, stay current, and grow your business. Our low annual fee grants access to mentorship, discounted services, cutting-edge tools, and a unique financial planning app, all aimed at lowering start-up costs, saving time, reducing risk, and driving growth. Empower your clients with the best and become a part of our mission to elevate the financial planning industry.

 

Are you ready to be an advice-only financial planner?


What does it take to be a successful advice-only financial planner? Are you ready? How might you improve? Take this quiz. It's free. It takes 4 minutes to complete. A customised report is instantly delivered to your inbox.

What is the beautiful work of a certified life planner?

We make a deep enquiry into knowing ourselves. We discover what we are good at, what we love to do, and what the world needs and will pay us for. We know this to be an optimum strategy for leveraging economic opportunities, year by year, to create a sustainable livelihood.

Transform Your Financial Planning Practice with Our Proven Method: Connect, Simplify, and Save.

 

At our community, we strive to restore trust and confidence in the financial services industry by promoting advice-only financial planning and plan-based revenue models. Our core values include transparency, integrity, fairness, honesty, and reliability.

 

By joining our community, you'll have access to a wealth of resources and support to help you painlessly and quickly transition from a regulated investment adviser to a successful advice-only financial planner. We remove the burden and cost of distribution rules and regulations, and provide absolute clarity and confidence in your regulatory compliance. We even spread the cost of legal counsel and service development amongst our members, so you don't have to re-invent the wheel.

 

For members looking to sell their investment advisory business, we provide continuity of revenue and financial planning services during the transition, ensuring peace of mind for you, your staff, and your clients.

 

Imagine, this time next year, you no longer sell investments; you sell advice-only financial plans, securing similar or higher fee revenues, while de-risking your business model. Our members have successfully switched from asset-based to plan-based fees, and we have perfected the advice-only financial planning service offering for clients. We offer a "business in a box" solution where your new proposition is prepared, tried, tested, and ready to go.

 

You'll save time, money, and stress by working with us while boosting your firm's future value with rising plan-based revenues. We're here to help you succeed.

 

Build Your Advice-only Financial Planning Success Story

Immediate access to exclusive license-free resources to build your advice-only financial planning business. Our content includes a unique planning process (The GAME Plan), a market-first fintech app - HapNav, Templates, Curated Content, Vibrant Learning Community Network, Monthly 1-to-1 Mentorship, 3-Month Fast Track, Weekly Town Halls, Guest Speaker Webinars, Day-to-Day Support And Much More ...

Effortlessly Transition to an Advice-Only Firm: Let Us Show You How

 

Our service makes it easy for regulated investment advisers to transition to an advice-only financial planning firm. We've done the research and development, so you don't have to. Our business transformation program is a ready-to-go solution, complete with legal opinions, open-source materials, and low-cost implementation support. In just 12 weeks, you can have a new, compliant business up and running without the stress and uncertainty of starting from scratch. Our team of experts provides ongoing support, mentorship, and resources to help you grow your business and serve your clients better. Say goodbye to the hassle and uncertainty of navigating the regulated investment world and hello to a more profitable and sustainable advice-only financial planning firm.

 

FREE AMAZING GIVE AWAY - TO GET YOU OFF TO A FLYING START!

 

We offer you a free Advice-only Financial Planner start-up pack to help you set up your own Advice-only Financial Planning firm. Sign up for our mailing list, and we will send you the pack for free TODAY!

 

This starter pack consists of FIVE e-books delivered when you register on our mailing list.

 

Stand & Deliver: Discovering Your Money and Your Life

The Significant STORIES System

The Ikigai (Reason for Being) Proposition Development Framework

HapNav Tech Spec

The Advice-only Financial Planner Start-up Checklist

 

So, go ahead right now. Start today. No bank details are required. It's free!

Two World First's Rolled In To One Groundbreaking Idea

An Academy Exclusive: New Advice Paradigm plus Consumer-Centred App.

Advice-only Financial Planning places a wall between advice and products.

World's first advice-only financial planning network. Our initial assumption is that consumers can self-educate on every aspect of personal finance and financial planning. They need self-help tools, templates, and the lightest touch of coaching and support.

Customer-centred Open Banking-integrated financial planning app.

World's first consumer-centred financial planning app integrated with open banking. Our initial assumption is most of the time, people should do things for themselves with the right support. That's all consumers need in a commoditised investment market. 

"Thank you, Steve Conley, You have played a huge part personally in helping to usher in this new era!"

For Individuals

"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.

 

[Full Story On Testimonial Page]

For Planners

“We experienced it with Steve as clients first and then bought the product. Steve has been a champion for and with us in mentoring and training us so effectively that we are in many ways the embodiments of what the Kenwell GAME Plan is.”

- Kenwell FLP

 

About Us

"Steve has done an amazing job leading the Market Integrity Team, bringing together professional bodies, trade bodies and standards boards from all across the financial services industry." - Transparency Taskforce

The Academy of Life Planning Limited's service is generic advice, financial information, and financial education. The services offered to planners contain management consulting, coaching, training, mentorship, events management, and ongoing service support.

 

The information on this website is the opinion of the individual authors based on their observations, research, and years of experience. The publisher and its authors are not registered investment advisers, attorneys, licensed accounting professionals, or other financial service professionals. They do not render legal, tax, accounting, investment advice, or other professional services. Neither the author nor the publisher assumes any liability or responsibility for any errors or omissions and shall have neither liability nor responsibility to any person or entity for damage caused or alleged to be caused directly or indirectly by the information on this site. Use at your own risk. The author and its publisher disclaim responsibility for updating information and for third-party content, products, and services, including when accessed through hyperlinks or advertisements on this site.

 

Financial planning is generic advice and is therefore regulated by general consumer law in the UK, including the Consumer Protection from Unfair Trading Regulations 2008 and the Consumer Protection (Amendment) Regulations 2014, and is regulated by the Competition and Markets Authority. We place a wall between financial planning and advice relating to a particular investment. We do not give advice relating to a particular investment. Where financial planning is given in the course of or in preparation for an activity regulated under s22 of the Financial Services and Markets Act 2000, such as advice relating to a particular investment, it is regulated by the Financial Conduct Authority. This distinction is why we are regulated by the Competition and Markets Authority, not the Financial Conduct Authority. Without exception, we do not arrange or bring about deals, make arrangements with a view to a transaction, or cause dematerialised instructions relating to any investment business. We do not advise borrowers about the liquidation of debt. Our planning services are designed as a stand-alone service. If you want financial products, these can be accessed either directly from the market or via financial intermediaries. If you are looking for a personal recommendation for an investment product, you should consult a licensed investment adviser.

 

In plain English, we sell plans, not products.

 

The Academy of Life Planning Limited is a service sector trading company regulated by the Competition and Markets Authority and Registered in England and Wales number 8016568. Registered office address 9 Franklin Way, Spilsby, Lincolnshire, PE23 5GG, United Kingdom. Information Commissioner's Office reference number ZA502687.

 

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