We Are Redefining Financial Planning
We specialise in supporting Advice-only Financial Planners. We provide support to you either as a stand-alone service in a firm regulated for distributing securities, or as a separate
We take a real tailored hands-on interest in your business, where your support is bespoke and you will feel part of a network of like-minded people facing similar challenges and stuggles. We help
planners grow their businesses compliantly, professionally, and profitably. We instil confidence in you and your business.
We offer the job lot. Our range of services includes the sharing of a license-free blueprint, compliance advice, marketing support, general guidance, business documentation, proven processes,
wealth technology, mentoring, coaching, training, webinars, helpdesk support, events, and much more. We are a one-stop-shop for the lot.
We Move With The Times, To Keep You Resilient and Future-Ready
The journey from an intermediating financial adviser to an advice-only financial planner is often more challenging and time-consuming than people think. We help you save time and money. For those
who successfully complete the journey, the rewards for the firm and clients are immense.
The Academy of Life Planning adviser support network will give you the blueprint, tools, and practical help to shorten your journey, and save you money, as you transition to the advice-only
financial planner. We believe we are the world's first network to offer to support you in setting up and growing a successful advice-only financial planning firm.
We deliver online support and personalised solutions to a global network of online advice-only financial planners and their firms. With a focus on advice-only financial planning, our members are
typically small, life or financial, planning or coaching, firms, around the world, servicing a global tribe of satisfied clients online, face-to-face, in groups, workplaces, or via a subscription
Our virtual support team and network members are knowledgeable, friendly, and there to help. They are extremely helpful in all areas and have the appropriate knowledge, experience, and
qualifications relevant to their roles and the areas in which they may be assisting you.
Do You Want Your Business To Reflect Your Own Values?
We believe each business should reflect the values of its founders. Proposition development must be tailored to the characteristics of the business owners. If buying personalised support works
well for you, our specialised support is award-winning and second to none. We tailor make our support to meet your unique and individual requirements. We build the business of you. We work with you
on a one-to-one basis, because all businesses are not the same.
We keep up to date with current regulations. We provide impartial views and commercial recommendations. We are very approachable if ever you have any concerns. We deal with things efficiently and
Our core service brings together the best in online personalised support. This level of support is designed to:
- Provide face-to-face, via Zoom, one-to-one tailored mentorship support - for the same price as, or less than, a typical automated one-to-many training programme. Discuss matters in private.
Receive 100% of our attention. Build a Unique Branded System.
- Provide an out-of-the-box advice-only financial planning business framework for you to adapt, use, and share commercially without licensing issues or worries. You need this new way blueprint
because disruptor business models are completely different from what's already there. We help you to unlearn old ways and habits, and replace them with a new paradigm of thinking.
- Provide you with a compliant, tried, and tested planning process suitable for holistic advice-only financial planning, with utmost professionalism and efficiency. Using the whole-person paradigm,
to satisfy the four basic needs of your clients: to live, to learn, to love, and to leave a lasting legacy.
- Keep you informed of relevant issues – saving you time searching for and reading articles, regulatory reports, and surveys.
- Provide you with up-to-date guidance and specimen procedural documents – saving you time in creating documents from scratch, and saving you on legal fees drafting them. A build once and share
strategy to business development.
- Provide you with someone to email for those difficult day-to-day issues – giving you the reassurance that you are adopting the correct approach. You can always email us, as often as you like, and
a suitably qualified person will reply at no extra cost.
- Provide you with a comprehensive development programme for you and your staff. Whilst we encourage you to develop your skills through quality additional third-party training courses available in
the market, everything you need can be found right here within our unique programmes. This saves you money.
- UNIQUELY: We are particularly helpful with your step-by-step transition from the financial intermediary to an advice-only financial planner.
Book your one-hour consultation to find out more.