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Total Wealth Planner Weekly

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🧇 The Weekly Waffle - This Week's Highlights at the Academy Town Hall - Friday Lunch Bunch - 12th January 2024 📅

Hello, Dear ##firstname##, 🌟

🍽️ Today's Bite-Size Gossip from the Friday Lunch Bunch 🍴

👊 ME vs. GAME Financial Planning Showdown. Choose your fighter: "ME" for a self-enhancing journey 🚀 or "GAME" for a self-transcending experience 🌌. Dive into our latest blog for the full scoop!

🎯 HBR's Guide to Nailing Your Life Purpose Harvard Business Review's cracking the code on life purpose! It's all about Ikigai, values, and going beyond yourself. Peek at their article for the secret sauce.

📚 January's CPD Masterclass: A Brainy Buffet Yesterday's "The Liability Forecaster" is now up for VOD bingers 📺. Snag the 20-page booklet too!

Next week? "The Purpose Coach" - your roadmap to clients' purpose, aligning with HBR's wisdom. Zoom in on 17th Jan, 3-5 PM GMT! DM me for registration details - two free places!

🚀 Leap with Tony Fields on LinkedIn Live. Join Tony and me on a thrilling one-hour adventure off the corporate hamster wheel 🎢, into a life of passion with the Academy. Mark your calendars: 25th Jan, 12:30 PM! 100 registered so far!

🛠️ Tackling Wix Criticisms: Our Tech Stack Tell-All Hear why Wix still rocks our boat 🚤 despite the naysayers. Discover our business-in-a-box secret recipe.

📱 Keylu: Your Digital Vault for Life (and After!) Keylu's big reveal postponed to March - stay tuned for their "Life Tidy" app sneak peeks!

🚩 Lang-cat Waves Red Flag at Adviser Fees Lang-cat's sounding the alarm on adviser fees under FCA's microscope in 2024. "Stand out and get hammered"? 🛠️ See their take on it.

💸 The 2023 Social Media Scam Shocker Brits lost a whopping £75m! Don't miss the eye-opening details.

🗣️ Ken Davy's Bold Claim: "No Fix for the Advice Gap!" But hey, have you seen our glowing "Planning My Life" testimonial from Paul B? 🌟

🎭 The Weekly Whinge: Brace Yourselves!

Newbie AoLP planner gives an experienced one a tough time. 🤕

A 1-star website moan - who did I ruffle on LinkedIn? 🤔

Accredited Game Plan Practitioner having a strategy amnesia? 🧠

A LinkedIn troll's not a fan of my income advice. Mutual feelings! 😂

🧗‍♂️ Unretiring: A Strategy Against Sequencing Risk Check out our newsletter for more on this.

🌈 From Equality to Inclusivity Time to retrain our brains for a more inclusive 2024. Let's tweak our comms for a warmer, more effective connection.

🧇 That's your Weekly Waffle!

Catch up on old ones and RSVP for upcoming Lunch Bunch meets: Friday 19th Jan link!

Till next week, folks - keep waffling on! 🌟

Steve Conley

Founder, Academy of Life Planning

email: steve.conley@aolp.co.uk

P.S. If you know anyone who would like to be added to our mailing list, please share this link.

👋 Farewell for now!

Websites: Academy of Life Planning, Planning My Life, Financial Life Coach, Steve's Blog.

Let's Talk.

9 Franklin Way, Spilsby,
Lincolnshire, UK, PE23 5GG.

Tel: 07850 102070

info@aolp.co

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Regulatory Information & Consumer Protection Notice

The Academy of Life Planning Limited provides professional services including:

  • Financial education

  • Generic financial advice

  • Management consulting

  • Coaching, training, and mentorship

  • Events, workshops, and ongoing professional support

 

Nature of the Content

All content on this website is provided for informational and educational purposes only.

It reflects the views and experience of individual contributors, drawn from research, observation, and professional practice. It does not constitute regulated financial advice or a personal recommendation.

Neither the Academy nor its contributors act as:

  • Registered investment advisers

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  • Providers of legal, tax, investment, or accounting advice

No liability is accepted for errors, omissions, reliance, or outcomes arising from use of this content. Use of the site is at your own discretion and risk. We do not guarantee that content will be kept up to date and accept no responsibility for third-party material accessed via links or references.

 

Regulatory Position (UK)

The Academy’s financial planning services provide generic advice only and therefore fall under UK consumer law, including:

  • Consumer Protection from Unfair Trading Regulations 2008

  • Consumer Protection (Amendment) Regulations 2014

  • Digital Markets, Competition and Consumers Act 2024

Accordingly, the Academy is overseen by the Competition and Markets Authority, not the Financial Conduct Authority.

 

This is because the Academy does not:

  • Provide advice on specific investments

  • Arrange or bring about regulated transactions

  • Make arrangements with a view to investment business

  • Issue or transmit dematerialised investment instructions

  • Advise on the liquidation of debt

Our planning services are designed as stand-alone professional services.
If you require financial products, these may be sourced directly from the market or via regulated intermediaries. If you are seeking a personal recommendation for an investment product, you should consult an FCA-authorised adviser.

 

Plain-English Summary

We sell plans, not products.

 

Company & Data Protection Information

The Academy of Life Planning Limited is a UK service-sector trading company:

  • Registered in England & Wales: 08016568

  • Registered office: 9 Franklin Way, Spilsby, Lincolnshire, PE23 5GG, United Kingdom

  • Registered with the Information Commissioner's Office (Reference: ZA502687)

For further detail, please refer to our Terms and Conditions.
If you have questions or require clarification, you are welcome to contact us.

 

© 2026 The Academy of Life Planning Limited. All rights reserved.

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