The Academy of Life Planning for Your Financial Freedom

Debt Free

Mortgage Free

Retired Early

Financial Planning Services & Personal Wealth Management brought to you direct by video conferencing, real-time messaging and content sharing - You can work with us over the phone or on-line at your home or workplace.

FREE GUIDE - Your Plan B

The first step to financial freedom is to set goals in every area of your life. Here is a free simple 8-step formula for defining the goals for your personal financial freedom. 

 

Download your free guide - 8 Steps to Your Plan B - when you join our free mailing list.

We plan your financial freedom. Do what you love, with whom you love ... anytime, anyplace, anywhere.

Book Your 30-Minute Consultation for just £49.99

For your 30-minute consultation to discuss your financial planning requirements, please order via our Shop. Place your order today and we will contact you within two-working-days to arrange an appointment at a time that is convenient for you.

 

Our financial planning is On-line - Multi-dimensional - Non-intermediating - Values-based.

 

Financial planning to help you achieve your goals.

 

The Academy of Life Planning Limited has offered comprehensive financial planning services and personal wealth management guidance since 2012 - direct to hundreds of clients online using video conferencing - with a difference!

 

It's multi-dimensional. Personal wealth is not just what you have in your bank account. It's what you have in every area of your life - our service puts the financial architecture in place to support goals in every area of your life.

 

It's non-intermediating. These days there are great online DIY savings and investment products available to consumers direct - you don't need to hand over 25% to 35% of your life savings to a financial intermediary to choose them for you. We provide financial education to save you hundreds-of-thousands-of-pounds in fees and charges. We cut out the middlemen by offering planning without intermediation.

 

It's values-based. We unmask the highway robbers through fraud prevention, asset tracing and asset recovery services - plus not selling you products - so that there is a wall between advice and products - with no conflict of interest. We act in your best interest always, under our fiduciary duties. Most other financial planners are just financial intermediaries, paid 'adviser fees' contingent on making a product sale (previously known as commission). We don't sell financial products.

 

You may need one-off advice on a particular topic such as retirement, or a comprehensive plan for your overall finances with ongoing support. We use the global market leading lifetime cash flow software to deliver a comprehensive plan.

 

How can we help you?

 

Use our vast experience and expertise to help you plan your financial freedom, we offer the following comprehensive financial planning services - direct, on-line, via video to you, to your home or workplace, wherever and whenever:

  •  Investment Planning
  •  Retirement Planning
  •  Risk and Insurance Planning
  •  Tax Planning
  •  Estate Planning
  •  School Fees Planning
  •  Needs analysis and cash flow forecasting
  •  Life Planning

 

We offer the keys to your financial freedom - without selling you any products whatsoever. All planning, no products sold.

 

Why Choose Us?

 

  • Investment Expertise - Steve Conley, your personal financial planner, is the former Head of Investments at HSBC.
  • Qualified and experienced - Steve has been a Chartered financial services professional for over 30 years, qualifying with multiple industry awards in 1989. He is a Chartered Financial Planner.
  • Personal Service - Steve has been a Master Life Planner with the Kinder Institute since 2012. He plans the client before planning the money. This is recognised globally as the most trusted financial planning approach.
  • Fiduciary Service - Because we are non-intermediating (don't sell products) you are assured that we will act in your best interest at all times without conflict of interest. A wall between advice and product sales.

 

 

Founder Steve Conley is the author of the Amazon best seller "Your Money or Your Life: Unmask the highway robbers - enjoy wealth in every area of your life."

 

If you'd like to know more about non-intermediating financial planning (plans without products) and why it's better for you and your family - when compared to financial intermediation (plans with products) - check out our website and book a 30-minute consultation today.

 

"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  - More Testimonials

 

Book your 30 Minute Consultation

For your 30-minute consultation to discuss your financial planning requirements, please order via our Shop. The price is £49.99. Place your order today and we will contact you within two-working-days to arrange an appointment at a time that is convenient for you. 

 

What is Non-Intermediary Financial Planning?

For Consumers

For Planners

For Employers

"If you don't have a plan of life, you'll never have order!" - Saint Josemaria Escriva

Appeared in the media and at major conferences.

 

We believe that the greatest value is added for personal financial consumers through financial planning, rather than financial intermediation.

 

The services on offer from the Academy of Life Planning Limited are classed as generic advice and financial education. No financial products are ever sold. No personalised advice or recommendation is ever given in relation to the buying or selling of specified investments. Without exception, we do not arrange or bring about deals, make arrangements with a view to transaction, deal, or cause dematerialised instructions relating to any investment business. We do not advise borrowers about liquidation of debt. We simply offer financial plans.

 

That's how we act as fiduciaries. We always put our client's best interests first. The firm caters for the 95% of the population who have limited access to financial intermediation and are underserved on account of holding investable assets below regulated financial intermediary thresholds (typically £100,000).

 

The Academy may refer customers, with client consent, to registered and regulated financial intermediaries where appropriate. Since the firm is not a financial intermediary, or a provider of financial products, it is not regulated by the Financial Conduct Authority.

 

Print Print | Sitemap
© Academy of Life Planning 2019