Steve Conley, Founder & CEO
Steve Conley, Founder & CEO
Academy of Life Planning is Open For Business
Academy of Life Planning is Open For Business

Remote Financial Advice, Financial Planning & Life Planning

Uniquely Balancing wealth & wellbeing: Online Financial Planning You Can Trust -  brought to you safely in your home!

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.

Emergency

Global economic and medical emergency.

Your Money

Impacts on your income and long-term savings.

Your Life

By choosing health you may be choosing hardship.

Rebalance

In times of imbalance create the GAME Plan.

The global economic emergency disrupts money, the global medical emergency disrupts life. Which do you prioritise?

 

Your Money or Your Life  

 

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.

Book Your 60-Minute Online Financial Consultation

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.

FREE GUIDE - 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. 

 

Why We Are Different?

faith neutral and faith friendly. We work in a respectful and sensitive way with different values and perspectives.

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 Steve Conley FCII, APFS, RLP

Why Choose Us?

 

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!"

 

The Perfect Read When Self-isolating!

 

"NOW it is time to learn the real rules of the GAME and become the grandmaster rather than the pawn."

 

FIND OUT MORE

 

Earn Extra Income From Home

Online Course:  Become a Remote Life & Money Planner!

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.

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

For Consumers

For Advisers

For Employers

Book your 60 Minute Online Financial Consultation - Today!

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. 

"How Steve Changed My Life!": Published testimonial, Advice From A Client’s Perspective!

By

 

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

REad What The Press Have To Say About Us!

'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

Media Brands Famous 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 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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