Academy of Life Planning is Open For Business
We'd like to thank all those who are working to help the nation and we hope you and your loved ones are all keeping well and safe. One day these challenging times will pass. When that time comes, we would like to help you be ready with a plan.
Global economic and medical emergency.
Impacts on your income and long-term savings.
By choosing health you may be choosing hardship.
In times of imbalance create the GAME Plan.
The global economic emergency disrupts money, the global medical emergency disrupts life. Which do you prioritise?
Our priorities are of course our family’s health and wellbeing. But by choosing health, are we choosing lifelong hardship? Don’t assume that once the threat to public health has passed, things will just go back to the way they’d been before the outbreak. Take this opportunity to check things out. Ask us for a virtual security and freedom check.
The Financial Security Check: When markets fail, it's time to sort your finances and put your affairs in order.
The Financial Freedom Check: Review the impact market volatility has had on your lifetime cashflow.
For your initial no obligation consultation to review your financial planning requirements, please book via our Shop. The price is £45. Place your order today and we will contact you within two-working-days by phone or email to arrange an appointment at a time that is convenient for you.
What will your PLAN A be like when restrictions on movement are lifted? We are here to help you create Your PLAN B.
SIGN UP TO NEWSLETTER! Download your free guide -
8 Steps to Your Plan B - and join our mailing list.
By submitting your download request you will be entered into our weekly draw for a free copy of the book "Your Money, or Your Life!" T&Cs: Open to UK residents aged 18+. Winner chosen at random. Closing date 6pm on Sunday 12th April 2020. Last week's winner was Martin Woodhead from Brighton in East Sussex.
A disruptive book written for disrupted times. Those times are now! The GAME Plan is a unique planning system designed to restore balance in Your Money & Your Life!
Award-winning
On-line
Non-intermediating
Multi-dimensional
Values-based
Steve Conley FCII, APFS, RLP
You don't need wealth managers! Former head of investments at HSBC and Chartered Financial Planner, Steve Conley shows you how to manage your own wealth and save hundreds-of-thousands of pounds in unnecessary fees.
Investment Expertise: Qualified and Experienced: Personal Service: Fiduciary Responsibility
Founder Steve Conley is an award-winning global ambassador for transparency and the author of the Amazon best seller: "Your Money or Your Life: Unmask the highway robbers - enjoy wealth in every area of your life."
"A disruptive book written for disrupted times. When I wrote this people were shocked. They're shell-shocked now!"
"NOW it is time to learn the real rules of the GAME and become the grandmaster rather than the pawn."
We train and mentor online life & money planners. For just £45 per month, you could run your own side-line business from home earning over £1,000 per month.
For your initial no obligation consultation to discuss your financial planning requirements, please book via our Shop. The price is £45. Place your order today and we will contact you within two-working-days by phone or email to arrange an appointment at a time that is convenient for you.
As a profession, financial planners spend a lot of time talking about the value they add to clients. But what does it actually feel like to be on the receiving end of great advice? To have your life transformed by the discussions you’ve had? To see your hopes and aspirations come true thanks to that trusted relationship? See what Money Marketing had to say about us - FIND OUT MORE
'You Money or Your Life' really is a book of our times!
'The GAME Plan' is your exit strategy, with authenticity, empathy and compassion.
Money Marketing
Citywire
"Great advice." "Have your life transformed." "That trusted relationship." "Life changing." "Really does add great value to real lives." - Money Marketing
Famous in the media and at major conferences.
@WharfWizard Master of #LifePlanning and #RLP wrote an article for @NewModelAdviser @Citywire about the benefits of not running a #roboadviser, and not having to be regulated by the FCA. #charteredfinancialplanner Steve is able to #workfromhome https://t.co/AlB06A5hbI pic.twitter.com/XzWzxM9PE4
— Kinder Institute (@KinderInstitute) March 24, 2020
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 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.
That's how we act as fiduciaries with mass-market appeal and without conflict of interest. We always put our client's best interests first. We cater for everyone. We cater for the 5% who have access to financial intermediaries on account of their wealth. And, we cater for the 95% who have limited access to financial intermediation and remain underserved on account of holding investable assets below regulated financial intermediary thresholds (typically £100,000). We represent the best interests of the general public whatever their age group, wealth-segment, lifestyle, values or preferences.
The Academy may refer customers, with client consent, to registered and regulated financial intermediaries where appropriate. Since the Academy of Life Planning Limited is not a financial intermediary firm, or a provider of financial products, it is not regulated by the Financial Conduct Authority.
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