Business Development Support

We Love To Build Firms

We offer coaching and training to match your needs, whichever stage you’re at in your financial planning career.

The Seven-figure Market Leader


"In 2015, I saw a business opportunity - as every employer had to provide a pension scheme for employers by law. So, did everyone else! But they were lifestyle businesses charging thousands. I wanted an equity-based business using technology to deliver a better solution for under £20 per month. Tens of thousands of companies had been set up across the UK with either workplace pensions or auto-enrolment in their title. I needed someone who knew the market to help me grow the business. Then I met Steve. Steve created a plan for WPD that made us the go to place for thousands of accountants and business owners. Over the next two years, Steve led the growth of WPD from start up to what we believe is market leader today, with recognition along the way as a finalist in Yorkshire Business Masters Awards 2017. With Steve's high profile in the industry, we went from small player at local networking events to the main player at the largest national accountant exhibitions in just two years. If I was to put a value on the business now, I'd say it was comfortably worth seven figures. With Steve's planning and business development skills, we went from zero to seven-figure market-leading business-masters-finalist in under three years." 


- Keith Humphrey, CEO at Workplace Pensions Direct.


No products were sold. Steve Conley was one of the founding directors of Workplace Pensions Direct Limited (Company number 08595563) from 01 January 2016 to 16 July 2019.

Funded to the tune of £4m

FANTASTIC NEWS!!! The Blair Project’s Manchester Innovation Activities Hub has been funded to the tune of £4 million!!!! It will provide rapid upskilling and reskilling in low carbon, advanced manufacturing, and digital technologies to support people into well paid work as part of the Covid-19 recovery plan.


“To everyone that ever had a dream, this is proof that if you keep pressing forward, get up every time you get knocked down, you will make it. This has been a long and arduous 6-year journey and it's wonderful to finally get to enjoy the fruits of our hard labour. I hope my story will inspire others to follow their dreams and never give up even when the going gets tough.” - Nile Henry, CEO Blair Project Ltd.



This is what I did for my client as a non-intermediating financial planner NIFP, and this is what I can show you how to do for your clients.


If you want to learn the power of NIFP, join us today!


The GAME Plan Generator is the NIFP system of the Academy of Life Planning:


Goals: Create a big inspiring goal. Here the goal was to create opportunities for not in employment or education teens into manufacturing and industry via motor racing.

Actions: This included business planning support. And, practical support such as sourcing a team bus.

Means: This included the P&L forecast and support in drafting funding applications.

Execution: This included providing personal and business advice to the board.


No products were sold. Steve Conley was one of the founding directors of Blair Project Ltd (Company number 08947592) from 19 March 2014 to 28 Jan 2019.

Business Development Support is Part of the Service

Our ongoing development programme offers a range of proposition web classes, business owner forums and one-to-one consultancy on subjects that help you build value in your business.
These include:
  • Creating clear plans and objectives for you and your business,
  • Segmenting your clients and developing appropriate contact strategies,
  • Developing your personal and professional skills, as well as those of your planners and support staff,
  • Creating an effective marketing plan for your business.


We offer a modular programme, made up of one-to-one consultancy and core web classes on planning, prospecting and good practice, as well as more technical aspects such as the Financial Freedom Forecaster.


If you’re just starting out with the Academy or looking to grow your business by taking on new staff, we offer a fast, effective induction to get new recruits up and running quickly.

We'll help you develop and grow

Coupled with the individual support you’ll receive from your dedicated named contact, it’s easy to see how our training and business development support can help take your career – or business – to the next level.

FREE GUIDE - 8 Steps to Your Business Success

SIGN UP TO NEWSLETTER! Download your free guide -

8 Steps to Your Success - and join our mailing list. 


This is a proven, tried-and-tested, Proposition Development Framework. You ask eight questions about your new business and create a compelling business plan.


By submitting your download request you will be entered into our weekly draw for a free copy of the book "Your Money, or Your Life!" T&Cs: Open to entrants worldwide aged 18+. Winner chosen at random.

Join our network - the potential is unlimited; the opportunity is unregulated.


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