Personal Financial Planning
— Your Way
Take control of your money with clarity, confidence, and dignity.
At the Academy of Life Planning, we believe most people can manage their own finances — with the right support.
That’s why we offer flexible options that adapt to your life, not the other way around.
Three Ways We Support You
Everyone’s situation is different.
That’s why we offer three clear levels of support — from self-direction to personal help, to specialist recovery after harm.
⚠️ Important note on investments
If you want investments arranged for you, this must be done by a regulated investment adviser.
We:
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Help you build the plan
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Clarify goals, priorities, and options
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Introduce you to an authorised adviser only if needed
We sell plans, not products.
“I don’t know how to DIY invest…”
That’s okay. We’ll show you.
With the right support, 90% of people can be their own financial planner 90% of the time.
That support is free through Planning My Life (PML).
Emma Perry
"All I can tell you is it changed my life and now I am living a dream life that I never thought was possible."
Keith Humphrey
"We went from the small player at local networking events to the main player at the largest national accountant exhibitions in just two years."
Ian Martin
"Would highly recommend as a critical value-adding, value-for-money service - transparent fixed fees in exchange for unbiased, expert and actionable advice."
How people usually work with us
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Year 1: Start with The GAME Plan™
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Later years: Membership + light-touch check-ins
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Any time: Increase or reduce support as life changes
You’re never locked in.
You adjust the level of help as you need it.
Our promise
We exist to help you:
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Understand your options
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Build confidence
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Stay in control
With autonomy. With dignity. With support — when you want it.
