The Academy Of Life Planning

Fast Track Your Advice-only Financial Planning Success Story

We provide management consulting, personalised mentorship, training, webinars, open resources, and networking opportunities.

Investment Adviser To Advice-only Financial Planner In Three Months

 

We are a fast-growing global online community of hundreds of advice-only financial planners. We operate from Lincolnshire, England. We provide mentorship and membership support services to advice-only financial planners for a fixed annual fee.

 

Our mission is to provide advice-only financial planners with business development services that have them running a successful advice-only financial planning practice in as short a time as possible, at as low a cost as possible.

 

We are part of a collaborative campaigning community aiming to restore trust and confidence in the financial services industry. We do this by placing a wall between advice and product.  Our core values are transparency, integrity, fairness, honesty, and reliability.

 

We have helped many members painlessly and quickly transition from regulated investment advisers to successful advice-only financial planners. We remove the pain, cost and burden of distribution rules and regulations.

 

We help facilitate the sale of your investment advice business. During your transition, we provide revenue and financial planning service continuity for you, your staff, and your clients.

 

Picture this. This time next year, you no longer sell investments; you sell advice-only financial plans. 

 

As duties and markets pressure traditional business models, our members have successfully switched from asset-based fees to plan-based fees. We have nailed the advice-only financial planning service offering for clients, so you don't have to start from scratch. Your new proposition is all prepared for you, tried and tested, and ready to go.

 

Working with us saves time, money, and stress and boosts your firm's future value with rising plan-based revenues.

 

Build Your Advice-only Financial Planning Success Story

Immediate access to exclusive license-free resources to build your advice-only financial planning business. Our content includes a unique planning process, The GAME Plan, market first fintech app - HapNav, Templates, Curated Content, Vibrant Learning Community Network, Monthly 1-to-1 Mentorship, 3-Month Fast Track, Weekly Town Halls, Guest Speaker Webinars, Day-to-Day Support And Much More ...

We Learnt How To Transition From Adviser To Planner So You Don't Have To!

 

Amazingly, many regulated investment advisers still don't know being an advice-only financial planner is possible.

 

Suppose you have been offering a financial planning service. In that case, you can continue offering a financial planning service, exit the regulated investment business, and sell your regulated investment assets under advice.

 

We cut out a decade of experimenting and mistakes for you to find a profitable and seamless way to transition from a regulated investment adviser to an advice-only financial planning firm. We have done the work for you.

 

We have packaged a proven business transformation programme in a box for you to take, implement, and make your own. It's ready to go. No licensing issues apply as our materials are open source. It's low cost. Full coaching and implementation support are provided. We can have your new business up and running in twelve weeks. We support you through the period of selling your assets under advice and seamlessly transition your client service proposition to the new model.

 

We offer highly qualified and experienced support from seasoned practice principals and marketing professionals. You get the tools, the templates, peer group community support, a twelve-month one-to-one mentorship, and much more.

FREE AMAZING GIVE AWAY - TO GET YOU OFF TO A FLYING START!

 

We offer you a free Advice-only Financial Planner start-up pack to help you set up your own Advice-only Financial Planning firm. Sign up for our mailing list, and we will send you the pack for free TODAY!

 

This starter pack consists of FIVE e-books delivered when you register on our mailing list.

 

Stand & Deliver: Discovering Your Money and Your Life

The Significant STORIES System

The Ikigai (Reason for Being) Proposition Development Framework

HapNav Tech Spec

The Advice-only Financial Planner Start-up Checklist

 

So, go ahead right now. Start today. No bank details are required. It's free!

Two World First's Rolled In To One Groundbreaking Idea

New Advice Paradigm plus Consumer-Centred App.

Advice-only Financial Planning places a wall between advice and products.

World's first advice-only financial planning network. Our initial assumption is that consumers can self-educate on every aspect of personal finance and financial planning. They need self-help tools, templates, and the lightest touch of coaching and support.

Customer-centred Open Banking-integrated financial planning app.

World's first consumer-centred financial planning app integrated with open banking. Our initial assumption is most of the time, people should do things for themselves with the right support. That's all consumers need in a commoditised investment market. 

"Thank you, Steve Conley, You have played a huge part personally in helping to usher in this new era!"

For Individuals

"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.

 

[Full Story On Testimonial Page]

For Planners

“We experienced it with Steve as clients first and then bought the product. Steve has been a champion for and with us in mentoring and training us so effectively that we are in many ways the embodiments of what the Kenwell GAME Plan is.”

- Kenwell FLP

 

About Us

"Steve has done an amazing job leading the Market Integrity Team, bringing together professional bodies, trade bodies and standards boards from all across the financial services industry." - Transparency Taskforce

The Academy of Life Planning Limited's service is generic advice, financial information, and financial education. The services offered to planners contain management consulting, coaching, training, mentorship, events management, and ongoing service support.

 

The information on this website is the opinion of the individual authors based on their observations, research, and years of experience. The publisher and its authors are not registered investment advisers, attorneys, licensed accounting professionals, or other financial service professionals. They do not render legal, tax, accounting, investment advice, or other professional services. Neither the author nor the publisher assumes any liability or responsibility for any errors or omissions and shall have neither liability nor responsibility to any person or entity for damage caused or alleged to be caused directly or indirectly by the information on this site. Use at your own risk. The author and its publisher disclaim responsibility for updating information and for third-party content, products, and services, including when accessed through hyperlinks or advertisements on this site.

 

Financial planning is generic advice and is therefore regulated by general consumer law in the UK, including the Consumer Protection from Unfair Trading Regulations 2008 and the Consumer Protection (Amendment) Regulations 2014, and is regulated by the Competition and Markets Authority. We place a wall between financial planning and advice relating to a particular investment. We do not give advice relating to a particular investment. Where financial planning is given in the course of or in preparation for an activity regulated under s22 of the Financial Services and Markets Act 2000, such as advice relating to a particular investment, it is regulated by the Financial Conduct Authority. This distinction is why we are regulated by the Competition and Markets Authority, not the Financial Conduct Authority. Without exception, we do not arrange or bring about deals, make arrangements with a view to a transaction, or cause dematerialised instructions relating to any investment business. We do not advise borrowers about the liquidation of debt. Our planning services are designed as a stand-alone service. If you want financial products, these can be accessed either directly from the market or via financial intermediaries. If you are looking for a personal recommendation for an investment product, you should consult a licensed investment adviser.

 

In plain English, we sell plans, not products.

 

The Academy of Life Planning Limited is a service sector trading company regulated by the Competition and Markets Authority and Registered in England and Wales number 8016568. Registered office address 9 Franklin Way, Spilsby, Lincolnshire, PE23 5GG, United Kingdom. Information Commissioner's Office reference number ZA502687.

 

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