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

An international community of non-intermediating financial planning firms and their advisers are at the heart of our business. Backed by multi-award-winning 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 professional financial planning firms, financial planners, and customers, around the world, 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 blueprint for a future-proofed, 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 non-intermediating firm looking to transition from 1-2-1 planning to 1-2-many, a planner seeking new opportunities, or an individual customer in need of professional financial planning, we can help.

We recognise that what our members want most in an uncertain world is a certain income. Our business consultancy experts will help you mitigate commercial risk in this unpredictable world, where regulation or a global medical and economic emergency can close you down. By diversifying into non-regulated financial planning, you create an insurance policy for your business. We help you preserve and transition the business you have built and elevate your non-intermediating financial planning business to the next level, through our unique range of licence-free blueprints, proposition development workshops, tools, and training.

If you are a planner looking to boost your career in the non-regulated global arena then joining our network offers a fantastic opportunity to overcome barriers to market entry, develop your business, learn new skills, feel valued, and gain the rewards you deserve.

And, for general advice and personal financial planning, where the public are trained to be suspicious of everything, 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 trusted professional planners are here to help.

In a world where investment returns are a commodity, pure financial planners are the future. We plan to create client wealth, rather than simply manage it. Our planners plan the client before planning the money and help clients run their own money.

Our fee-for-service planners provide generic advice and financial education on all areas: wealth creation, preservation, management, and succession. We set goals in every area of your life. We provide a ‘business plan of you’ in your lifetime cash flow forecast to help you create wealth. We educate you on how to run your own money safely online on a DIY basis, saving you a fortune in asset-based adviser charges.

A unique approach.

Parliamentarians and regulators have described the financial advice industry as "an incomplete transition from product sellers to professional financial planners". We want to complete that transition, and place financial planners on a par with other professionals. We believe market integrity is required to restore trust and confidence to the industry. To deliver that, we believe that there needs to be a wall placed between advice and product. We believe that the professional financial planner of the future must cut all ties with product providers. In other words, …

… the professional adviser of tomorrow is a non-intermediating financial planner.

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 repurpose freely as an open-source tool, to our advisers and clients around the world.

People create wealth. Not products.

Regulated financial advisers make personal product recommendations. This can only ever be delivered on a one-to-one basis. Time is limited, therefore service is limited. Regulated advice can only be delivered to the wealthy.

Non-intermediating financial planning is generic advice and financial education applicable to everyone. It can be delivered in groups. It can even be delivered in eBooks and courses. Knowhow is unlimited, this style of planning is affordable and accessible to everyone.

Ordinary people require financial plans, not products. Products manage wealth for those who are wealthy. What the underserved need most is a plan to create wealth, and that means a financial plan for the client. Like a three-year profit & loss account and a balance sheet added to the lifetime cashflow forecast for the “Business of You”! This is not a service delivered by the traditional financial adviser, intermediaries simply sell products. We sell plans, not products!

Insure your business from the uncertainties of global, economic, regulatory, or medical threats. Because we are non-intermediating, it is still business as usual for us during these exceptional times. We are still able to offer you the same quality service, which is remote, secure, and easy to receive.

Nowhere else in the industry will you find such a future-proofed, trusted, varied, and unique financial planning support network. Bring certainty to your uncertain world, go non-intermediating. Get in touch with us today to find out how we can help.

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, 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.