Most regulated advisers today operate inside structurally constrained frameworks.
Centralised propositions, firm-level governance, capital structures, contractual lock-ins, and asymmetric power mean that exiting a regulated environment is rarely simple — even for highly experienced professionals.
When exit conditions, repayment demands, or contractual pressure surface, advisers are often pushed toward rushed decisions, adversarial correspondence, and costly legal escalation — long before they properly understand their position.
This specialist service from the Academy of Life Planning exists to do something different:
To help advisers reclaim agency, manage their own exit intelligently, and secure the best commercial outcome possible — without unnecessary legal conflict.
This service is about empowering you to manage your own exit
At its core, this is an agency-first service. You remain:
My role is not to take over or fight on your behalf.
It is to act as a professional ally — someone who:
This is not representation.
It is support while you hold the wheel.
Who this service is for
This service is designed for regulated financial advisers who:
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Are operating within constrained or structurally untrustworthy frameworks
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Are leaving, or considering leaving, their current regulated environment
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Are facing exit-related financial exposure, repayment demands, or contractual pressure
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Want to avoid being pushed prematurely into legal disputes
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Want to manage their situation themselves — with informed support
This applies across:
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National firms
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Networks and AR models
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Consolidators
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Partnership and capital-backed structures
It is not firm-specific.
It reflects the reality of the modern regulated advice market.
Why advisers use this service
Advisers typically engage because they want to:
This service exists to help you get the best outcome from the system you’re in — without being consumed by it.
Experience that understands both structure and consequence
This service is delivered by Steve Conley, whose experience includes:
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Former Business Development Director of one of the UK’s largest IFA networks (2000s)
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CF30 regulated adviser throughout the 2010s
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Over 40 years in senior and specialist financial services roles
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Founder of Get SAFE, providing pre-legal support to victims of financial exploitation
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A long-standing focus on transitioning advisers toward future-fit, trustworthy models
That combination matters.
It means this support is:
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Deeply industry-literate
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Power-aware, not naïve
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Commercially grounded
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Free from platform, product, or legal conflicts of interest
You are not being “managed”.
You are being supported to manage your own position well.
The space in the middle — where outcomes are preserved
Many advisers are pushed into one of two costly extremes:
Both often reduce options and increase cost.
This service sits deliberately in the middle:
It helps you sequence decisions intelligently — so that legal support, if needed, is used strategically rather than reactively.
What this service provides
This is pre-legal clarity, orientation, and decision support.
Support includes:
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Making sense of exit frameworks and repayment mechanics as they operate in practice
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Sense-checking the commercial position being put to you
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Identifying where risk, responsibility, and leverage may realistically sit
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Supporting calm, proportionate handling of correspondence
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Helping you plan an exit path that protects both position and wellbeing
You remain fully in control throughout.
What this service does not do
For clarity and integrity:
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No legal advice
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No contract interpretation
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No negotiation or representation
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No litigation support
This is about clarity, agency, and good sequencing — not conflict.
How the support works
1. Free 15-Minute Clarity Call
A confidential, no-obligation call to understand your situation at a high level and confirm whether this support is right for you.
Cost: Free
2. Clarity Analysis & Orientation Session
A structured review followed by:
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A minimum one-hour Zoom session
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A written orientation summary
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Clear, commercially grounded next-step options
Designed to stabilise the situation and restore perspective.
Fee: £297 (one-off)
3. Ongoing Professional Support (Optional)
For advisers who want steady, one-to-one support while matters unfold.
Includes:
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One scheduled online Zoom session per month
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Ongoing orientation and decision support
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A consistent professional ally during periods of change
Fees:
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£224 per month
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£644 for 3 months
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£1,232 for 6 months
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£2,240 per year
Support is always optional and remains under your control.
Why one-to-one support matters during exit and change
Periods of professional transition place cognitive and emotional load on even the most capable advisers.
The Academy’s belief is simple:
This is not dependency.
It is professional containment at a critical moment.