In The Press

SME News November 2020


I am delighted to announce that Academy of Life Planning has been awarded:

Best Financial Adviser Support Network 2020
Award for Outstanding Contribution to Finance 2020

SME News announced today for their 2020 Finance Awards, adding "It is great to be the bearer of good news as your award stands as a testament to your excellence, commitment and dedication."

They explained how winners are chosen:

"Our independent judging panel takes note of all supporting documentation provided and supplied via nominees; this is compiled into a case file along with any other relevant information we might have on file. In addition, our dedicated researchers were also on-hand to prepare a case file on your behalf, via merit-orientated research into public domain sources. Awardees must be able to demonstrate expertise within their given field, dedication to client service and satisfaction, and commitment to excellence and quality.

This approach has brought us much success and commendation throughout its use and enforces SME News' stance that victors are not determined by popularity of votes, but by their contributions to their industry and sector."



Money Marketing January 2021

Trusted Adviser August 2020

How I digitised a life planning proposition

As coronavirus causes swathes of the population go into long-term isolation, how can a business based on conversation, questioning and listening stay active? One life planner has made the jump already.




Download Citywire article: How I digitised a life planning proposition
AoLP Article 200320.pdf
Adobe Acrobat document [472.8 KB]

Transparency Times - June 2019

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