Our Services
The Academy of Life Planning Limited provides professional services including:
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Financial education
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Generic financial advice
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Management consulting
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Coaching, training, and mentorship
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Events, workshops, and ongoing professional support
Important Information About Our Content
All content on this website is provided for informational and educational purposes only.
It reflects the views and experience of individual contributors, drawn from research, observation, and professional practice.
It does not constitute regulated financial advice or a personal recommendation.
Neither the Academy nor its contributors act as:
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Registered investment advisers
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Solicitors
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Licensed accountants
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Providers of legal, tax, investment, or accounting advice
No liability is accepted for:
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Errors or omissions
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Reliance placed on content
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Outcomes arising from use of this website
Use of the site is entirely at your own discretion and risk.
We do not guarantee that content will be kept up to date and accept no responsibility for third-party material accessed via links or references.
Regulatory Status
The Academy’s financial planning services provide generic financial advice only.
As such, they fall under UK consumer law, including:
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Consumer Protection from Unfair Trading Regulations 2008
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Consumer Protection (Amendment) Regulations 2014
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Digital Markets, Competition and Consumers Act 2024
Accordingly, the Academy is overseen by the Competition and Markets Authority (CMA), not the Financial Conduct Authority (FCA).
Why We Are Not FCA Regulated
The Academy does not:
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Provide advice on specific investments
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Arrange or bring about regulated transactions
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Make arrangements with a view to investment business
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Issue or transmit dematerialised investment instructions
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Advise on the liquidation of debt
Generic financial advice is specifically excluded from regulated activities.
This position is supported by the FCA’s Perimeter Guidance:
PERG 8.26 — Generic Financial Advice
Important Guidance
Our planning services are designed as stand-alone professional services.
If you require financial products:
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These may be sourced directly from the market, or
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Via regulated intermediaries
If you are seeking a personal recommendation for an investment product, you should consult an FCA-authorised adviser.
In Simple Terms
We sell plans, not products.
Company Information
The Academy of Life Planning Limited is a UK service-sector trading company.
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Registered in England & Wales: 08016568
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Registered Office:
9 Franklin Way, Spilsby, Lincolnshire, PE23 5GG, United Kingdom
Data Protection
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Registered with the Information Commissioner’s Office (ICO)
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ICO Reference: ZA502687
Need More Detail?
For further information, please refer to our Terms and Conditions.
If you have any questions or require clarification, you are welcome to contact us.