The Academy of Life Planning Limited was established on 2nd April 2012 in Chorley, Lancashire.
The founder, Steve Conley, was previously Head of Investments at HSBC, he lived and worked in Canary Wharf London. He was a multiple and
international award-winner. Six times market leader. Chairing the industry steering group at the British Banker's Association. 8 out of 10 investors still use his ideas. According to the World Health
Organisations one of his products contributed to saving the lives of 5 million children.
Steve had discovered how investment advisers could become trusted. He used the #1 world-best-practice planning model. The key was
planning the client, before planning the money. He trained a dozen advisers who became the most trusted advisers in the bank. But, what mattered most to customers, mattered least to the bank.
And, according to world leading PR firm Edleman, banks are the least trusted of all industries globally.
So, he left, and set up the Academy to share the secrets the banks didn't want him to share. You see, people in a mess with life and
money are very profitable for a bank. And, all the UK banks preferred to sack all their financial advisers rather than fix the problem.
Steve became a master Life Planner with the Kinder Institute of Life Planning. Over the years Steve has adapted the #1
world-best-practice planning model to make it even better. He has helped hundreds of people escape the rat race, overcome mid-life crisis, find a new direction, come together with their significant
other and set up a life of their dreams - as you can see from our many client stories.
He adapted the Goals setting so that it wasn't just about financial goals, it was about personal goals too. He also added a Financial
Freedom Forecaster so the clients could plan the means to freedom. The result is The GAME Plan.
The GAME Plan is undoubtably now the best planning model, anywhere. The results for clients, and for advisers who have trained to deliver
it, speak for themselves. And, the best news is, the Academy offers this as a do-it-yourself planning tool - for the 95% of the population who now, as a result of the banks' decision to place profit
before principles, are underserved by advisers on account of them having savings of less than £100,000.
Steve is an award-winng Ambassador for global TRANSPARENCY in financial services, and recently presented to British parliamentarians as
part of a collaborative campaigning community to bring about the All-party-parliamentary-group on Financial Stability - looking at what lessons have been learnt 10 years on from the Global Banking
Crisis. It may take a couple of decades to restore trust and confidence in the financial industry.
In the meantime, the GAME Plan is your route to freedom!
The benefits of joining our Facebook community are you will:
- Have access to FREE tips and resources posted by the academy.
- Exchange thoughts and ideas with other like-minded people on similar journeys.
- Be notified of up and coming events and deals.
- See client and adviser testimonials, as others tell their stories.
- Be able to share your own journey and ask questions of like-minded people.
- Be able to begin to network with others on the same journey.
The services offered by the Academy of Life Planning Limited are classed as generic advice and financial education. No financial products are sold. The firm caters for unserved and underserved
people, who do not have significant wealth or income and existing supply and demand barriers significantly limit take up of regulated financial intermediation services. The firm may refer its
clients, on their request, to approved regulated financial intermediaries well versed in the GAME Plan methodology where appropriate.