The Academy of Life Planning - Financial Freedom Direct

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Plan Your Ideal Future Before You Plan Your Finances

FREE GUIDE - Your Plan B

The first step to financial freedom is to set goals in every area of your life. Here is a free simple 8-step formula for defining the goals for your personal financial freedom. 

 

Download your free guide - 8 Steps to Your Plan B - when you join our free mailing list.

Freedom is doing what you love, anytime anyplace anywhere.

 

Looking for financial planning? We offer personal financial planning - on-line direct to your home, wherever you may live.

 

The Academy of Life Planning Limited has offered comprehensive personal financial planning services since 2012 - direct to your home and online using video conferencing - with a difference!

 

We are unique in that we are multi-dimensional and non-intermediating financial planners.

 

Multi-dimensional meaning planning for you and your family to enjoy wealth in every area of your life, mind, body, heart, spirit and bank account. Most other financial planners treat the money as the customer, not the client. We plan you before putting in place the financial architecture.

 

Non-intermediating meaning unmasking the highway robbers through fraud prevention, asset tracing and asset recovery services - plus not selling you products so that there is a wall between advice and products with no conflict of interest. We act in your best interest always, under our fiduciary duties. Most other financial planners are just financial intermediaries, paid 'adviser fees' contingent on making a product sale (previously known as commission).

 

Use our vast experience and expertise to help you plan your financial freedom, we offer the following comprehensive financial planning services - direct, on-line, via video to you in your home, wherever that might be globally:

  •  Investment Planning
  •  Retirement Planning
  •  Risk and Insurance Planning
  •  Tax Planning
  •  Estate Planning
  •  School Fees Planning
  •  Needs analysis and cash flow forecasting
  •  Life Planning

 

We offer the plans for your financial freedom - without selling you any products whatsoever. All planning, no products sold.

 

Founder Steve Conley is the author of "Your Money or Your Life: Unmask the highway robbers - enjoy wealth in every area of your life."

 

If you'd like to know more about non-intermediating financial planning (plans without products) and why it's better for you and your family - when compared to financial intermediation (plans with products) - check out our website and book a 30-minute consultation today.

 

"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  - More Testimonials

 

Book your 30 Minute Consultation

For your 30-minute consultation to discuss your financial planning requirements, please order via our Shop. The price is £49.99. Place your order today and we will contact you within two-working-days to arrange an appointment at a time that is convenient for you. 

 

What is Non-Intermediary Financial Planning?

For Consumers

For Planners

For Employers

"If you don't have a plan of life, you'll never have order!" - Saint Josemaria Escriva

Appeared in the media and at major conferences.

 

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 our client's best interests 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.

 

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