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
The global economic emergency disrupts money, the global medical emergency disrupts life. Which do you
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.
What will your PLAN A be like when restrictions on movement are lifted? We are here to help you create Your PLAN B.
"Great advice." "Have your life transformed." "That trusted relationship." "Life changing." "Really does
add great value to real lives." - Money
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.