The Academy of Life Planning is the Best Financial Adviser Support Network and Outstanding Contributor to Finance

We help financial advisers around the world build a future-ready non-intermediating financial planning business.

We are an award-winning SME that builds SMEs to create even more SMEs

 

We empower our members to help their communities build wealth in every area of their lives.  We operate our firm in socially responsible and environmentally sustainable ways and work with our clients to address societal challenges intentionally. We do this by including plans to create rare, authentic SME firms of endearment that act in powerfully positive ways that stakeholders recognise, value, admire and even love. They make the world better by the way they do business, and the world responds.

 

For Individuals

"Our vision is of people enjoying significance, clarity, and freedom in a digital world." - Kepaga

For Planners

"Your ongoing support and guidance has also been fantastic, and I can’t thank you enough." - Katalyst Coach

 

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

Our commitment to making a difference in society is embedded in everything we do

We provide personalised one-to-one mentorship, coaching, training, open resources, and networking opportunities.

Best Financial Adviser Support Network & Award for Outstanding Contribution to Finance in 2020 & 2021

Excellence! Commitment! Dedication!

SME News has again awarded these prizes to the Academy of Life Planning during their 2021 Finance Awards, adding, "After a tough year (and more!), it is a testament to your perseverance and dedication to have triumphed despite the many difficulties and pressures brought on by the pandemic, and we at SME News are delighted to have been able to recognise your unique contribution to the financial industry's thriving business community". This is a repeat of the Academy's success in 2020.

Build An Endearing SME

Our 'Annual Mentorship & Membership' programme includes access to 'open resources',  our global community, our exclusive lifetime wealth forecasting software, and monthly one-hour one-to-one practice development sessions with Steve Conley. 

LIFE        PLANNING

A repeated cycle of planning the whole-person - physical, mental, emotional, spiritual.

 

 

FINANCIAL PLANNING

Creating and maintaining the financial architecture to support your life plan.

 

 

WEALTH CREATION

The job for life has been  replaced by multiple asset creation events requiring business planning.

 

 

Our purpose as a firm is to help create positive, enduring change in the world

Building endearing SMEs is an integral part of our financial planning process and creates wealth in a post-covid economy.

We Plan For Wealth, Health, & Happiness

When you remove product intermediation, the financial planning process changes, you no longer plan finances for the sake of the product. You plan for happiness. Unconditional happiness must be the goal of any financial plan. When you plan for delight, you put in place the financial architecture to make your client happy.

 

The time horizon for achieving happiness is a year or two, whilst at the same time checking that happiness is sustainable for life. How do we do that? We look at saving plans to fill the inevitable short-term valleys of reimagining self. We look at endearing SME business plans to create recurring income-producing assets for the long term.

 

We build Small & Medium Enterprises (SMEs). We combine life planning, financial planning, business planning, and wealth creation.

 

"We need to be in a constant state of reimagining, thinking through the next phase of every aspect of our lives. You can start that process at any time if you are committed to true change. Why not reimagine yourself before someone or something "reimagines" your life for you?"

 

- Michael Clinton is the author of ROAR into the second half of your life (Before It's Too Late), published in 2021.

 

Your best days are ahead of you, and financial planning practices must change forever as artificial intelligence, robotics, nanotechnology and other socio-economic factors replace the need for human workers. Creating your own SME portfolios diversifies income streams and reduces risk.

 

"The traditional life required only the lightest planning touch and little in the way of reflection since it had certainty and predictability baked into it."

 

- Lynda Gratton & Andrew J. Scott are the authors of The 100-Year Life - Living and Working in the Age of Longevity, published in 2017 & 2020.

 

Our unique approach to financial planning we call - the Game Plan. We show financial advisers how to build non-intermediating financial planning SMEs that create endearing SMEs for their clients. We are highly skilled at helping businesses build businesses.

 

Non-Intermediating

Financial Planning Does Not Have To Be A Regulated Activity.

Be Part Of Our Network

We Show You How To Split Planning And Advice. Business In A Box. Ready To Go!

What Makes Us Different?

We Sell Plans, Not Products. Because Plans Create Wealth, Not Products.

The services on offer to consumers from the Academy of Life Planning Limited are classed as generic advice, financial information, and financial education. The services offered to planners contain coaching, training, mentorship, and ongoing support on the services. We call these services non-intermediating financial planning.

 

There can be no risk of mis-selling when no financial products are ever sold. There can be no bad advice when 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.

 

Our planning services are designed as a stand alone service. If you want financial products, these can be accessed either on a DIY basis using Direct to Consumer (D2C) platforms or via financial intermediaries. If you are looking for a personal recommendation relating to an investment product you should consult a licensed investment adviser. Since the Academy of Life Planning Limited is NOT a financial intermediary firm, or a provider of financial products, or conducting any activities regulated by the UK's Financial Conduct Authority, we are NOT licensed with or regulated by the UK's Financial Conduct Authority.

 

The Academy of Life Planning is registered in England and Wales, registration number 8016568. Registered office address 9 Franklin Way, Spilsby, Lincolnshire, PE23 5GG, United Kingdom.

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