95% of financial planners are intermediating in a heavily regulated market where investment returns are commoditised. Liberate yourself. Be part of a trusted community
surrounded by like-minded financial planners, all sharing ideas and knowledge to create a commercially viable and sustainable future. Join the 5%.
The Academy of Life Planning is a multi-award winning global digital
non-intermediating financial planner network. We have provided training, business development, and assistance since 2012, and our heritage goes back much further.
A community of financial planning firms and their advisers are at the
heart of our business. Backed by multi-award-winning experience and expertise in financial services, we have the knowledge and capability to deliver a top-quality home for financial
Offering a range of digital support services to financial planning
firms, financial planners, and customers around the world, we take pride in what we do.
Whether you’re an intermediary looking to transition to a futuristic
business model, a planner seeking new planning opportunities, or an individual in need of professional financial planning, we can help.
“We are the future of financial planning. Unlike financial planners of the past, we are completely independent, with no affiliation, agencies, holdings, or ties
with product providers ... no conflicts of interest whatsoever. Our only loyalty is to our clients. We work for the buyer, not the seller, which puts us in the business of placing client best
The Academy of Life Planning Limited operates as an international non-intermediating financial planner support group. We are faith neutral and faith friendly.
We work with different values and perspectives in a respectful and sensitive way. The company offers a license free business blueprint, compliance guidance, research and technical help, personal
development, technology support, practice development, introducer recruitment, marketing support, testimonials, and exit/succession planning services for its members and their firms. It serves a
marketplace of non-intermediating financial planners, advisers, and brokers throughout the world.
We restrict our service so we can guarantee impartiality. Our service is productless. The services on offer from the Academy of Life Planning Limited are classed as
generic advice, factual information or financial education. There can be no risk of mis-selling. No financial products are sold. There can be no bad advice. 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. 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, it is NOT regulated by the UK's Financial Conduct Authority.
We work to protect consumers. We protect customers by providing impartial generic advice and financial education. We educate consumers on how financial markets work
so that they get a fair deal and can deal confidently with market participants. We undertake a fiduciary standard of obligation. We believe this is required for all institutions (corporations,
non-profit, and governmental) to place the interests of all stakeholders, of humanity, democracy, and the living planet that sustains us, first above their own self-interest.
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. Telephone +44 (0)7850 102070.