As a financial practitioner you will know that mastering financial planning requires years of training and professional development in the art or soft skills, as much as it does the science or hard skills.

We have trained tens of thousands of advisers on soft and hard skills - insurance company representatives, restricted bank advisers, and independent financial advisers - continuously since the 1980’s.

We know how to run a support network. We bring years of experience of running networks to the non-intermediating financial planning market. Our experience was gained from running one of the UK’s largest independent financial adviser networks.

We have coached countless people, transforming their personal and professional lives through one-to-one coaching, mentorship, directorship, educational newsletters, seminars, private sessions, public appearances, videos, podcasts, articles, products, and books.

We have headed up the wealth divisions of some of the world’s biggest financial institutions. We created multiple market-first, market leaders, award-winners and more. We have created many multi-million-pound businesses. We still do. We are proposition architects. 

We have been practising master life planners and non-intermediating financial planners since 2012.

We started the non-intermediating financial planning movement; we invented the term "non-intermediating financial planner".

Founder Steve Conley as head of pensions development for Refuge Assurance in the 1990's. Here at Hanley Branch, Staffordshire