The information you give us will be added to any other details we hold about you. The Academy of Life Planning Limited will never sell your details to a third party, but we may share your information with carefully selected companies we are associated with. Therefore, we (or they) may contact you (by post, email, telephone or other appropriate means) to tell you about products, services or offers we believe may interest you. The products and services may not be related to financial services. You can ask us not to contact you for this reason, at any time, by writing to us at our Head Office.
Show Me How
We offer the solution. Here at the Academy, we believe that every planning business owner who joins our network should have the opportunity to build their own SME business - with our business blueprint, copyright free, free to modify, share, and use commercially - and the freedom, flexibility and support they need to help it grow and thrive. Joining the Academy gives you the best of both worlds – true independence with support.
When you join us as an independent non-intermediating financial planning business owner, you’ll be part of a growing, exciting, yet stable and secure network. You’ll have access to our experience, expertise and knowledgeable peer group, and unique services which are exclusive to the Academy firms, planners and their clients.
Our virtual operation and global reach means as an adviser in our network, you can take advantage of our knowledgeable peer-group membership from anywhere.
Regardless of your experience, career background or the size of your business, the Academy can support you and your business to achieve your goals and help you do the right thing for your clients – the potential is unlimited.
Why choose the Academy, Join a community for life
Joining the Academy is joining a community of like-minded people. You’ll benefit from being part of a network extending beyond just your own business.
We also host regular online training workshops, roadshows, events, masterclasses and self-governed peer groups which allow you to engage and debate topical issues with industry experts and your peers.
Whatever capacity you join us in, we guide you on regulatory compliance to keep your business running safely and smoothly. We also help you with marketing and give you all the guidance and practical help you need commercially, every step of the way.
You’ll have access to our market-leading comprehensive proposition toolkit, and our amazing Wealth Tech App - HapNav - The Happiness Navigator, which includes everything you need to generate those all-important new leads. It also helps you engage, inform and retain the clients you already have on board.
A thriving, award-winning business
We launched in 2012 but have been active in the financial advice market since 1982. As such, we are the first, global, fastest-growing, online advice network, with a community of non-intermediating financial planners and their clients. SME news awarded us, Best Financial Adviser Support Network 2020 & 2021 & Award for Outstanding Contribution to Finance 2020 & 2021.
We are the SME multiplier. We are the SME that helps build SMEs to help build even more SMEs.
FIND OUT MORE
Want to know more - Please book an online one-hour consultation via our SHOP. If you would like to speak to one of our experts about how we could add value and income to your financial planning business, please get in touch with us.
Alternatively, complete our form and we'll get in touch with you.
Contact Steve Conley at The Academy of Life Planning Limited
Address: 9 Franklin Way, Spilsby, Lincolnshire PE23 5GG
Mobile: +44 (0) 7850102070
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