Email ► info@aolp.co
Email ► info@aolp.co

Who We Are

The Academy of Life Planning is the first Non-Intermediating Financial Planning adviser network, with an easily accessible online support service and a professional community of non-intermediating financial planners across the globe. 

A CUSTOMER CHAMPION

We have the experience and expertise. We have led the wealth proposition for some of the world’s largest banks, insurance companies and adviser networks. We are highly qualified in financial services, financial planning and life planning. We are here to help you.

 

Because of our rich heritage, we have the know-how and experience to understand what it really takes to provide a secure home for high quality, customer-focused advisers.

 

DOING THINGS DIFFERENTLY

Our virtual-nature and global-reach also means we can do things differently. Take our planning process, The GAME Plan Generator, as an example.

 

The GAME Plan Generator is available exclusively to the Academy Advisers and their clients. Thanks to our non-intermediating nature, we’ve attracted what we believe to be some of the most customer-focused planners in the market to plan clients’ life and money.

 

We also offer market-leading training for new and experienced advisers, a varied business development programme and unique marketing support. 

 

A UNIQUE COMMUNITY

We're proud to be a unique community - the like of which you're unlikely to find anywhere else within our industry.

Steve Conley founded the Academy of Life Planning in 2012.

He had already made his name as one of the best proposition architects in the wealth industry after guiding HSBC, RBS Group and Santander to multi-market-leaders and multi-international-award-winners. One of financial services most coveted investment managers who risked burning bridges by putting client best interest first, he is the personal coach and mentor for his Academy members.

We are an international adviser support network with a difference, our advisers don’t sell products they sell plans. Our advisers provide valuable and much needed support for the whole world, people who must make new life & money plans following the global life & money emergency.

 

You don't need to intermediate! Former Head of Investments at the world’s biggest banks - and former Business Development Director of one of the UK's largest Independent Financial Adviser networks - Steve Conley shows advisers how to plan their client's wealth & wellbeing without product intermediation.

 

You can't just drop an intermediating business process into a non-intermediating firm. Disruptive business models look completely different from what is already there. You need tried, tested, and tailored planning processes, specialist support, and expert advice. Check us out with a one-hour conversation. Book online via our shop. We offer a choice of standard mentorship or fast track support.

Steve Conley is a bestselling author and success coach who has helped countless people transform their personal and professional lives via his newsletters, seminars, private sessions, public appearances, articles, products, and books. A few years ago, Steve said goodbye to his life in Canary Wharf in order to encourage as many people as possible to live lives of complete financial freedom.

 

Why Choose Steve?

 

Investment Expertise - Steve Conley, is a chartered financial planner, and the former Head of Investments at HSBC. Steve openly shares the secrets the banks didn't want him to share.

 

Qualified and experienced - Steve has been a Chartered financial services professional for over 30 years, qualifying with multiple industry awards in 1989. 

 

Personal Service - Steve has been a Master Life Planner with the world-famous Kinder Institute since 2012. He plans the client before planning the money. This is recognised globally as the most trusted financial planning approach and is often referred to as 'proper financial planning'.

 

Fiduciary Service - Because we are non-intermediating (we don't sell products) you are assured that we will always act in your best interest without conflict of interest: We place 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 this website and book a 60-minute no-obligation consultation with us 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

 

"Thank you for taking the time to consider non-intermediating financial planning. I’d love the opportunity to work with you.

Personal coaching and mentorship means that I support you in becoming the best you can be. It's important to me that you feel comfortable when we speak, so I don't mind taking the time for an informal initial conversation."

Feel free to call me at +44 (0) 7850102070 or use the contact form.

 

Warmly,
Steve Conley

Why use non-intermediating …

Professional advice can make a big difference at any significant life stage, from saving for your first home to planning your retirement. The best deal available from the whole of the market is the market itself – financial intermediaries fail to beat the markets, that you can access yourself directly and easily, after charges. Even more importantly, you get personalised service from an expert who is focused on your best interests.

  • Make the right choices for yourself and your family.
  • Get unbiased help with buying a home, saving for the future, maximising your income and protecting your loved ones.
  • Plan for the lifestyle you want both before and after retirement.
  • Receive expert advice from personal coaches, without transaction bias.
  • Choose reputation, where only intermediaries need regulating.
  • Be sure of a wall between advice and product.

See my profile or my resume.

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