When you remove product intermediation, the financial planning process changes, you no longer plan finances for the sake of the product. You plan for happiness. When you plan for joy, you put in
place the financial architecture to make your client happy.
The time horizon for achieving happiness is a year or two, whilst at the same time checking that happiness is sustainable for life. How do we do that? We look at savings to fill the inevitable
short-term valleys of reimagining. We look at business plans to create recurring income-producing assets for the long term.
We build Small & Medium Enterprises (SMEs). We combine life planning, financial planning, and wealth creation.
"We need to be in a constant state of reimagining, thinking through the next phase of every aspect of our lives. You can start that process at
any time if you are committed to true change. Why not reimagine yourself before someone or something "reimagines" your life for you?"
- Michael Clinton is the author of ROAR into the second half of your life (Before It's Too Late), published in
"The traditional life required only the lightest planning touch and little in the way of reflection since it had certainty and predictability
baked into it."
- Lynda Gratton & Andrew J. Scott are the authors of The 100-Year Life - Living and Working in the Age of
Longevity, published in 2017 & 2020.
This unique approach to financial planning we call - the Game Plan. We show financial advisers how to build non-intermediating financial planning SMEs that create SMEs for their clients. We are
skilled at helping businesses build businesses.
The services on offer to consumers from the Academy of Life Planning Limited are classed as generic advice, financial information, and financial education. The
services offered to planners contain coaching, training, mentorship, and ongoing support on the services. We call these services non-intermediating financial planning.
There can be no risk of mis-selling when no financial products are ever sold. There can be no bad advice when 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.
Our planning services are designed as a stand alone service. If you want financial products, these can be accessed either on a DIY basis using Direct to Consumer
(D2C) platforms or via financial intermediaries. If you are looking for a personal recommendation relating to an investment product you should consult a licensed investment adviser. Since the Academy
of Life Planning Limited is NOT a financial intermediary firm, or a provider of financial products, or conducting any activities regulated by the UK's Financial Conduct Authority, we are NOT licensed
with or regulated by the UK's Financial Conduct Authority.
The Academy of Life Planning is registered in England and Wales, registration number 8016568. Registered office address 9 Franklin Way, Spilsby, Lincolnshire, PE23
5GG, United Kingdom.