The Academy Of Life Planning
Fast Track Your Advice-only Financial Planning Success Story
We provide membership support, mentorship, training, and access to tools, templates, and professional development opportunities.
Transform Your Financial Planning Business: Learn How To Become An Expert Advice-only Financial Planner in 12 Weeks, or 12 Months.
Welcome to the Academy of Life Planning, an institution dedicated to assisting independent financial planners in reaching their full potential - each at their own pace.
Our community of professionals specialises in equipping clients with the tools they need to take charge of their financial matters and achieve their objectives - with fair fees, no products sold, and complete financial planning.
By joining us, you will benefit from a comprehensive suite of financial planning services, including a fintech stack, support, training, and mentorship, all aimed at enhancing your skills, keeping you up-to-date with industry best practices, and driving your business growth.
We charge a nominal annual fee for service, providing you access to various benefits, including discounted services, cutting-edge tools, mentorship, and our unique financial planning application.
These benefits are geared towards lowering start-up costs, saving you time and money, and reducing risk, all of which will enhance your ability to meet your client's needs.
Our objective is to empower your clients with the best tools and strategies available and to elevate the standards of the financial planning industry, and we invite you to be part of our mission.
Fair Fees
No percentage-based fees. Just clear, fair, transparent, flat and fixed fee for service.
No Products Sold
Financial planning without the financial adviser trying to sell you products.
Full Planning
Personal business planning, showing you how to make more money, not just save money.
Are you ready to be an advice-only financial planner?
What does it take to be a successful advice-only financial planner? Are you ready? How might you improve? Take this quiz. It's free. It takes 4 minutes to complete. A customised report is
instantly delivered to your inbox.
What is the beautiful work of a certified life planner?
We make a deep enquiry into knowing ourselves. We discover what we are good at, what we love to do, and what the world needs and will pay us for. We know this to be an optimum strategy for leveraging economic opportunities, year by year, to create a sustainable livelihood.
Transform Your Financial Planning Practice with Our Proven Method: Connect, Simplify, and Save.
Our community is dedicated to promoting advice-only financial planning and plan-based revenue models to restore trust and confidence in the financial services industry. Our core values reflect our commitment to this objective, including transparency, integrity, fairness, honesty, and reliability.
By joining our community, you will access a wealth of resources and support that will enable you to seamlessly transition from a regulated investment adviser to a successful advice-only financial planner. We remove the burden and cost of distribution rules and regulations, providing absolute clarity and confidence in your regulatory compliance. Our members benefit from the cost-sharing of legal counsel and service development, eliminating the need to reinvent the wheel.
For members seeking to sell their investment advisory business, we offer continuity of revenue and financial planning services throughout the transition, ensuring peace of mind for you, your staff, and your clients.
Imagine a future where you no longer sell investments. You sell advice-only financial plans, securing similar or higher fee revenues while de-risking your business model. Our members have successfully transitioned from asset-based to plan-based fees, and we have perfected the advice-only financial planning service offering for clients. We offer a "business in a box" solution that prepares, tests, and readies your new proposition for launch.
Working with us saves you time, money, and stress while increasing your firm's future value with rising plan-based revenues. Our goal is to help you achieve success.
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), a 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 ...
Effortlessly Transition to an Advice-Only Firm: Let Us Show You How
We offer a comprehensive business transformation programme to facilitate a smooth transition from a regulated investment adviser to an advice-only financial planning firm. Our programme is backed by extensive research and development, which enables us to provide a ready-to-implement solution that includes legal opinions, open-source materials, and low-cost implementation support. Within 12 weeks, you can establish a new, fully compliant business without the stress and uncertainty that typically accompanies such a transition.
Our team of experts provides ongoing support, mentorship, and resources to help you grow your business and enhance your client service capabilities. Our goal is to help you overcome the challenges and uncertainties of operating within the regulated investment world and, instead, enable you to build a more profitable and sustainable advice-only financial planning firm.
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
An Academy Exclusive: 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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