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!

 

A Multi-Award Winning Financial Services Professional Since 1989

 

Steve Conley BSc FCII APFS RLP Chartered Insurer and Chartered Life Planner, CEO of the Academy of Life Planning.

 

Steve Conley is a pioneer in financial services. In 2012, Steve founded the multi-award-winning, international, and market-first advice-only financial planning network, the Academy of Life Planning.

 

Steve has dedicated his life to helping people combine what they love, what they are good at, what the world needs, and what they will get paid for, in the Game Plan, to live their best life and make the world a better place for them having lived.

 

Born in Bishops Stortford in the United Kingdom in 1961, Steve holds a Bachelor of Science degree in Mathematics from the University of Manchester Institute of Science and Technology. In his professional studies, he is a Chartered Insurer and a Chartered Financial Planner with the Chartered Insurance Institute. Associate of the Personal Finance Society. Twice winner of the British Insurance & Investment Brokers’ Association Prize and twice winner of the Jubilee Prize of the Insurance Institute. He is a master life planner with the Kinder Institute of Life Planning, an elite member of the Professional Speakers Academy, and author of the Amazon best-seller “Your Money or Your Life: Unmask the highway robbers – enjoy wealth in every area of your life.

 

Steve is a multi-award-winning, multi-market-leading proposition architect in the financial services industry. Prior to founding the Academy of Life Planning, Steve was head of investments for some of the world’s largest banks, including HSBC, Royal Bank of Scotland Group, and Santander. He is also the former chair of the Bancassurance Steering Group of the British Bankers’ Association.

 

Since the turn of the century, Steve has led major ground-breaking projects delivering six market firsts and six market leaders. Including, pioneering investment platforms and retail multi-asset funds, now used by eight in ten investors. One investment was voted best in the world, its first client was the Pope, and according to the World Health Organisation it contributed to saving the lives of 5 million children in the world’s poorest countries.

 

Since 2012, Steve was a finalist in the Yorkshire Business Masters Awards and was awarded the Transparency Trophy of the Transparency Taskforce for his contribution to improving trust and confidence in the global financial services industry. Steve currently serves as a volunteer with the Transparency Taskforce as a Global Ambassador and he is the founding lead of its Market Integrity Team.

 

Steve also helps the victims of scams and scandals recover assets from scammers, by heading up Asset Recovery Network (UK) Limited and formerly The Fraud Team (a not-for-profit organisation).

 

The Academy of Life Planning was awarded numerous national and international awards in 2020, 2021, and 2022. See full list below.

 

 

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 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.
  • An 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:

  • Best Financial Adviser Support Network 2022 & Award for Outstanding Contribution to Finance 2022 - UK, Global 100 consisting of only 100 of the World’s leading firms and individuals, with votes received from our global readers of EMG Publishing, in over 163 countries worldwide. 
  • Most Pioneering Financial Planner Network Winner, at the Acquisition International Worldwide Finance awards 2022.
  • Financial Adviser Support Network of the Year Winner 2022, at Corporate Live Wire Innovation & Excellence awards 2022.
  • Twice winner of Best Financial Adviser Support Network in 2021 and 2020, at SME news Finance Awards.
  • Twice winner of an Award For Outstanding Contribution To Finance in 2021 & 2020, at SME news Finance Awards.
  • Yorkshire Business Masters Awards Finalist 2017.
  • Winner of the Transparency Trophy 2017 & global Ambassador of the Transparency Taskforce. The founding lead of their Market Integrity Team.
  • Founder of the Academy of Life Planning in 2012.
  • 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 competencies, 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 of The Transparency Task Force

 

See TTF MIT Paper on Codes of Conduct Press Release 11th July 2018.

 

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 an Ambassador and 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 the 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: www.transparencytaskforce.org 

 

 

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

Asset Recovery Network (UK) Ltd CEO

Asset Recovery Network UK recovers 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 potential victim of financial crime. You should report the incident to your local Police authority immediately.

 

Founding Director of Not-for-profit 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.

 

Because we fight scammers we are often under attack, we continue to fight scammers anyway!

 

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