Email ► info@aolp.co
Email ► info@aolp.co

The 'Academy of Life Planning' is the Adviser Support Network for Non-Intermediating Financial Planners

Advice Without Product is Advice Without Hassle

We are experts at providing quality support and business development solutions to non-intermediating financial planning firms. Get your new business up and running in a few weeks. How can we help your firm?

For Advisers

For Consumers

About Us

Be Part Of Our Network

We show you how

We have the toolbox, framework, system, and client journey. We train, mentor, and support online non-intermediating financial planners around the world. Your first client covers the cost! Earn while you learn. For just £45 per month, you could run your own business from anywhere, wherever that may be. Interact with other planners, exchange information and develop a fast-growing, professional and profitable business.

Why Non-Intermediatng?

Financial planning is not a regulated activity

We created a wall between financial planning and financial intermediation. The result is a non-regulated activity we called non-intermediating financial planning. Our goal is to remove intermediation from financial planning, and in so doing ease the regulatory burden on financial planners to help them successfully plug the advice gap and improve wealth equality for our world.

What Makes Us Different?

Our Members Sell Plans Not Products

With over 35 years’ experience of providing expert advice to many thousands of financial planners, we know what it takes to help planners and their customers achieve their goals.

As the world’s first non-intermediating financial planning network, we help individuals and businesses seeking unbiased general advice and financial education through our community of global financial planners.

Book Your One-Hour Online Video Appointment 

For your initial no obligation consultation, 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.

We are highly skilled at providing Non-Intermediating Financial Planners and their firms around the world with a helping hand and reassurance.

The Academy of Life Planning is the online international non-intermediating financial planner adviser support group. Our adviser network has been providing award-winning support in the financial planning community since 2012, and our heritage goes back much further.

 

A multinational community of non-intermediating financial planning firms and their advisers are at the heart of our business. Backed by experience and expertise in the worldwide financial services industry, we have developed the knowledge and capability to deliver a top-quality home for non-intermediating financial planners. Offering a range of support to financial planning firms, financial planners, and customers, we take pride in what we do.

  

Ground-breaking services.

The thing that stands us out from the crowd is that we give you the non-intermediating financial planning business model that suits you and your clients. Whether you’re a financial planning firm looking to transition from an intermediating to a non-intermediating business model, a planner seeking new opportunities or an individual customer in need of professional financial planning, we can help.

 

Our business consultancy experts will help you elevate your non-intermediating financial planning business to the next level through our unique range of workshops, tools, and training.

 

If you’re a planner looking to boost your career in the non-regulated global arena then joining our network offers a fantastic opportunity to develop, feel valued, and gain the rewards you deserve.

 

And, for general advice and personal financial planning, whether you’re looking for greater financial security for you and your loved ones, striving for financial freedom or looking to create a more lasting legacy, our global network of professional planners are here to help.

 

Our planners provide generic advice and financial education on wealth creation, preservation, management, and succession.

 

We offer a range of programmes provided by some of the world’s prominent life and financial planning experts. Partnering with these innovative leaders means we can offer our advisers and customers the best deals and services.

 

A unique approach.

At the Academy of Life Planning we like to do things differently. For instance, the GAME Plan Generator is a purpose-built financial planning framework for non-regulated, non-intermediating financial planners that is available exclusively to our advisers and clients around the world. We place a wall between advice and product, so clients can trust that our advisers will place their best interest first.

 

During these exceptional times, it's still business as usual for us. We are still able to offer you the same quality service which is remote, secure and easy to receive. Get in touch with us today to find out how we can help.

 

Nowhere else in the industry will you find such a trusted, varied and unique financial planning network.

“Unlike their competitors our member firms are completely independent, with no affiliation, agencies, holdings or ties with product providers ... no conflicts of interest whatsoever. Our firms only loyalty is to their clients. Unlike Financial Intermediaries, our firms work for the buyer, not the seller, which puts them in the business of placing client best interest first.”

Steve Conley

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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 entrants worldwide aged 18+. Winner chosen weekly at random. Closing date 6pm on Sunday 28th June 2020. 

Media Brands As featured in the media and at major conferences.

The Academy of Life Planning Limited operates as an international non-intermediating financial planner support group.  We are faith neutral and faith friendly. We work with different values and perspectives in a respectful and sensitive way. The company offers compliance guidance, research and technical help, personal development, technology support, practice development, introducer recruitment and marketing support, testimonials, and exit/succession planning services for its members and their firms. It serves a globalised marketplace through non-intermediating financial planners, advisers, and brokers throughout the world. 

 

The services on offer from the Academy of Life Planning Limited are classed as generic advice, factual information or financial education. No financial products are 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. 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, it is NOT 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. Telephone +44 (0)7850 102070.

 

Copyright 2020 Academy of Life Planning Limited. All rights reserved.

We are members of the Association of Non-Intermediating Financial Planners. For further details of our trade association visit www.anifp.com.

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