What Does Everyone Have To Say About Us?

"Steve Conley is on a mission to change the advice landscape and I don’t write these words lightly. His promise? You can give genuine financial advice to your clients, but without the massive PI insurance premiums and compliance hassle. How? By giving what he calls non-intermediated advice ... He’s an impressive guy and a true visionary thinker."

See what else Brett had to say about us. Click the link:

- Brett Davidson, FP Advance (7th April 2020).

As a profession, financial planners spend a lot of time talking about the value they add to clients. But what does it actually feel like to be on the receiving end of great advice? To have your life transformed by the discussions you’ve had? To see your hopes and aspirations come true thanks to that trusted relationship? See what Money Marketing had to say about us - FIND OUT MORE

By Money Marketing 14th February 2020 4:19 pm

As coronavirus causes swathes of the population to 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.

By Citywire 20/03/2020

"There should be a wall, between advice and products, between advice and large institutions, and between our regulators and large institutions. We need integrity that is impeccable. Until we actually institute a way of bringing a good heart, great integrity, and a fiduciary relationship that is sustainable into the industry, we are going to fail. We have to make this change, and we have to make it now.”

Check out the meeting between George Kinder & Steve Conley! Click on the link below:

Facebook Live Interview with Steve Conley in 2019.

"Before 2015, I was doing what the textbooks taught and what every other financial adviser was doing. It was very product-driven. I looked at the client’s money and identified a product to sell. It was very driven by the textbooks and the company I worked for. I was reluctant to put client objectives and goals in place, because of the fear of missing them and not achieving those outcomes. I went on a bit of a journey; I didn’t know where I was or where I was going. I did know that I was unhappy with what I was doing, it was too product-driven. It was the objectives being placed on the client, rather than the clients set their own. I didn’t really know what the answer was until I met Steve. In 2016, I met Steve at a networking event where he began to educate me on how it perhaps should be. I was a little bit slow to take it up or to catch on in the beginning. Through further reading, meetings, and conversations with Steve … it really just became apparent that there was a better way of doing things. That feeling in the pit of my stomach disappeared and it just felt like it was the right way to do it. Once the penny drops. That’s it. There’s no turning back. It’s really empowering as an IFA to know that I’m doing it the right way. This is how it should be done. The money isn’t the client anymore and that’s how it was. Now it’s all about the client. It’s their goals and objectives that drive the process. The business has gone from strength to strength. From starting with an organisation of 160 partners nationally, with little experience as a relative newcomer to the advice side of financial services, in a little over two years we are now in the top 10% partners in the firm. It would not have taken place without this approach. I have absolutely no reservations about how we do what we do. The figures and our position speak for themselves. We are set to have a fabulous year. As a result of life planning, we are adding value to the client constantly so they’re really happy doing business with us. When we see feedback on sights such as ‘vouched for’ we see ourselves featured in 2019 as one of the Times’ top-rated and best financial advisory firms in the UK. What better validation than that!"

- Peter Johnys, IFA 2019.