"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
If you want a better life and/or more money, I'm sure you will agree that you need a plan to get you there. Well that's what this website is all about. We call it, the GAME Plan! Learn
how to create your plan for life and money. We show you how.
“There should be a wall, between advice and products, between advice and large institutions, and between our regulators and large institutions. We need an integrity that is impeccable.
Until we actually institute a way of bringing good heart, great integrity and a fiduciary relationship that is sustainable into the industry, we are going to fail.
We have to make this change, and we have to make it now.”
- George Kinder,
father of the financial life planning movement, 2019.
Watch AoLP founder Steve Conley talk to George Kinder about Your Money or Your Life on Facebook --> CLICK HERE
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 specified 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 financial plans.
That's how we act as fiduciaries. We always put the client best interest first. The firm caters for the 95% of the population who have limited access to financial
intermediation and are underserved on account of holding investable assets below regulated financial intermediary thresholds (typically £100,000).
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.