Generic Advice and Financial Education Services
Generic Advice and Financial Education Services

Client Stories

"I recently attended one of Steve's seminars, and was quite frankly blown away! Definitely worth checking out, irrespective of your circumstances! Great work Steve! keep it up."  Mike Manaley, 2014

 

"Brilliant life planning session with Steve Conley, I'd certainly recommend him to anyone wanting to find their passion in life and to create the plan to reach it!" Hazel Johnson, 2017

 

 

"It's a shame I can only give Steve 5 stars and if I could (give more) there would not be enough anyway, as not only will any interaction with Steve enlighten your existing beliefs on how we should treat clients, it will do something more powerful than that.....it will give you belief to re-evaluate yourself."  Paul Hoyle, IFA, 2017

 

 

Mike Manaley

“My friend Steve Conley is a rare man indeed. Steve was one of the most senior and powerful bankers in the world. As well other senior positions he headed up Investment at both HSBC and RBS. So why is Steve rare? 

Cut Steve in half and you will find integrity and ethics running through his core. The same can not be said for most bankers. Steve was actually fired by that bastion of honesty RBS, prior to their undoing, for pushing 'ethical' policy. The irony of it!

Steve at heart is a caring maverick. His mission now, having left banking behind, is to radically change the financial services industry, to re-calibrate it, to make it more about 'people' and not just profit. 

He has the ear of those at the top, both of banking and government. He is determined and passionate. This is man who should not be underestimated. He will change things for the better. 

I listened to Steve speak yesterday about how is now helping ordinary people to plan and live more fulfilling lives. It is clear to me his success is down to his enthusiasm, drive and commitment to his worthy cause. I am grateful to call Steve Conley a friend.”

Chris Stoner, September 2017

Chris Stoner

 
"When I was on the graduate scheme at a bank, I was mentored by Steve who told me all about life planning. It helped me think ahead to what I wanted my life to be like, visualise it and be open to opportunities to help me get there.
 
While working in Banking for 10 years, I began a blog which eventually became my “side hustle” and taught me skills on building and managing a brand. This in turn enabled me to go freelance and pursue my hobby full time and earn money while doing what I love.
 
I had also imagined what I wanted my house to be like, down to the wallpaper on the wall and the theme running through it and 4 years into my career we bought that house and 5 years later we have just bought our second house, enabling us to earn an additional income from the first.
 
Life planning has been an essential tool to building the life I wanted and imagined and a big thanks to Steve for helping plant that seed to change my mindset."
 
Binny Shah-Patel, Award Winning Food and Travel Writer, 2019
 

 

Binny Shah-Patel

The Adviser's Story

The Academy of Life Planning train, accredit, register, mentor and partner with financial advisers and life coaches from around the world. This makes our mentees the mosted trusted advisers globally; share of heart we call it. But, as a result of the trust they become more financially successful. Listen to Peter's story. In just a couple of years from becoming a mentee, he became a top 10 financial adviser nationally in sales and on February 23 2019 he became The Times Top 250 Financial Adviser in the UK. Britains most trusted national newspaper announced Peter as one of the UK's most trusted advisers!

Our Story

The Academy of Life Planning Limited was established on 2nd April 2012 in Chorley, Lancashire.

 

The founder, Steve Conley, was previously Head of Investments at HSBC, he lived and worked in Canary Wharf London. He was a multiple and international award-winner. Six times market leader. Chairing the industry steering group at the British Banker's Association. 8 out of 10 investors still use his ideas. According to the World Health Organisations one of his products contributed to saving the lives of 5 million children.

 

Steve had discovered how investment advisers could become trusted. He used #1 world-best-practice planning model. The key was planning the client, before planning the money. He trained a dozen advisers who became the most trusted advisers in the bank. But what mattered most to customers mattered least to the bank. TRUST! And, according to world leading PR firm Edleman, banks are the least trusted of all industries globally. So he left, and set up the Academy so he could share the secrets the banks didn't want him to share. You see people in a mess with life and money are very profitable for a bank. And, all the UK banks preferred to sack all their advisers than fix the problem.

 

Over the years Steve has adapted the #1 world-best-practice planning model to make it even better. He has helped hundreds of people escape the rat race and set up a life of their dreams, as you can see from the client stories. He adapted the Goals setting so that it wasn't just about financial goals, it was about personal goals as well. He also added a Financial Freedom Forecaster so the clients could plan the means to freedom. The result is The GAME PLan.

 

The GAME Plan is undoubtably now the best planning model, anywhere. The results for clients, and for advisers who have trained to deliver it, speak for themselves. And, the best news is: AoLP offer this as a DIY planning tool for the 95% of the population now, as a result of the banks' decisions, are underserved by advisers on account of them having savings of less than £100,000.

 

Steve is an award-winng active Ambassador for global TRANSPARENCY in financial services, and him speaking in British parliament in 2018 as leader of the Market Integrity Team helped bring about the APPG on Financial Stability - looking at what lessons have been learnt 10 years on from the Global Banking Crisis.

Steve Conley presents to British parliament

As leader of the Market Integrity Team of the Transparency Task Force, Steve encouraged politicians to set up an APPG in 2018.

Transparency Trophy Winner

AoLP Founder Steve Conley picked up an award in September 2017 for his contribution to a more transparent financial services industry. The award was presented by the Transparency Task Force founder, Andy Agathangelou, at the offices of Morningstar in London. Steve is an Ambassador for the Transparency Task Force. He also leads one of its teams, the Market Integrity Team which is conducting a review of professional codes of conduct right across the financial services industry. He presented the outcome of that study in British parliament in Feb 2018. This led to the establishment of the APPG on Financial Stability. For more details of the Transparency Task Force - check www.transparencytaskforce.org 

 

Life & Money Coach: Steve Conley

About Life & Money Coach, Steve Conley.

You need confidence to entrust your life & money plan to us. For this reason, we have provided an initial overview of the individual qualifications of our life & money coach here. For details of his extensive work experience, why not check out his LinkedIn profile below. He would be more than happy to connect!

  • Founder of the Academy of Life Planning in 2012
  • Master GAME Planner of the Academy of Life Planning
  • Master Life Planner of the Kinder Institute of Life Planning
  • Chartered Financial Planner
  • Fellow of the Chartered Insurance Institute
  • Chartered Insurer
  • Registered with the Financial Conduct Authority
  • BSc Mathematics at UMIST
  • Ambassador of the Transparency Taskforce
  • Winner of the Transparency Trophy
  • Former Head of Investments at HSBC, RBS Group & Santander
  • Former Chair of the British Bankers' Assocation, Bancassurance Steering Group
  • Twice winner (Associateship & Fellowship) of the British Insurance & Investment Brokers' Association Prize and twice winner of the Jubilee Prize of the Insurance Institute of Manchester, for best performance in North West England and Manchester respectively.

 

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