Steve's Credentials


For details of Steve's extensive work experience, why not check out his LinkedIn profile. He would be more than happy to connect!


Steve Has Been An Award Winning Financial Services Professional Since 1989


A good financial planner requires extensive professional training, a great deal of life experience, and a continuous process of self-reflection. Here is a little summary of Steve's professional qualifications:

  • A Bachelor of Science degree in Mathematics from the University of Manchester Institute of Science and Technology.
  • Trained and registered with the esteemed Kinder Institute of Life Planning (KI).  Master Life Planner (MLP) through the KI.
  • Chartered Financial Planner (CFP) with the Chartered Insurance Institute (CII). Fellow of the CII. Chartered Insurer with the CII. Associate of the Personal Finance Society.
  • 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.
  • Elite member of the Professional Speakers’ Academy.
  • Author of Amazon Best-seller "Your Money or Your Life: Unmask the highway robbers - enjoy wealth in every area of your life".

Experience is as follows:

  • Founder of the Academy of Life Planning in 2012.
  • Yorkshire Business Masters Awards Finalist 2017.
  • Winner of the Transparency Trophy 2017 & global Ambassador of the Transparency Taskforce. Founding lead of their Market Integrity Team.
  • Former Head of Investments at HSBC, RBS Group & Santander. Multi-award-winning, multi-market-leading Proposition Architect.
  • Former Chair of the British Bankers' Association, Bancassurance Steering Group.

Aside from his professional competences, he engaged in a continuous learning process, attended seminars and studied all current professional developments relating to this specialisation.


Steve is the Founding Lead of the Market Integrity Team

Steve Conley is the tenth Ambassador to the Transparency Task Force (TTF). He is viewed as an authority in the field of investments and pensions, having held leading roles at the banks, and more recently as a thought leader on values and professionalism.


Steve Conley is a Transparency Trophy Winner

The Academy founder, Steve Conley, picked up an award in September 2017 for his contribution to a more transparent global 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 conducted a review into professional codes of conduct right across the financial services industry. He presented the resulting white paper to British parliament in February 2018. This led to the establishment of the APPG on Financial Stability. For more details of the Transparency Task Force why not check out: 



Because We Fight Scammers We Are Often Under Attack, We Continue To Fight Scammers Anyway

Steve Leads Asset Recovery (UK) Ltd

Asset Recovery Network UK recover assets for overseas institutions only. If you are a member of the public and you have been approached by individuals claiming to be ARNUK offering asset recovery services, you are a victim of financial crime. You should report the incident to your local Police authority immediately.


Steve Leads The Fraud Team

The Fraud Team Ltd is a not-for-profit investigation and recovery company for UK victims of scams. Our aim is to support individuals, companies and UK financial institutions to recover money paid out on scam investments and recovery room frauds.


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