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. Where other planners take fees for managing your wealth, we include a business plan for you in your lifetime cash flow forecast to help you create wealth. We then educate you on how to run your own money on a DIY basis, saving you a fortune in those conflicted asset-based adviser charges.

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.

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.