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Get SAFE

Support After Financial Exploitation
Rebuild Your Agency After Financial Harm

When you have been financially exploited, misled or repeatedly ignored by an institution, the damage is not only financial.

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You can lose confidence in your judgement. Your records become overwhelming. Every letter feels important. Every decision carries risk. Gradually, control can pass from you to the organisation, professional or system you are trying to challenge.

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Get SAFE helps you take that control back.

Get SAFE is the Academy of Life Planning’s free public-interest programme for people affected by financial exploitation and institutional harm.

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We provide free AI-supported tools, structured training and practical methods to help you understand what has happened, organise your information, protect yourself and decide what to do next.

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We do not take over your case.

We help you become more capable of managing it.

From Lost Agency to Informed Action

Financial harm often creates a second problem.

The institution may hold the expertise, records, procedures and language. You are left trying to respond while frightened, exhausted or unsure whom to trust.

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Get SAFE helps rebalance that relationship.

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Our tools and training can help you:

  • organise documents, dates and events

  • separate facts from assumptions

  • understand complex information in plain language

  • construct a clear chronology

  • identify unanswered questions

  • examine financial communications more critically

  • draft calm and professional correspondence

  • test weaknesses in your own position

  • prepare for complaints, professional advice or formal processes

  • recognise when specialist help may be needed

  • make decisions without surrendering control to another expert

 

The objective is not confrontation.

The objective is restored agency.

Start Here

You do not need to know exactly what you need yet. Start with the situation that feels closest to yours.

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I want to protect myself

If something does not feel right, investigate before you act. Use our free tools to examine investment opportunities, terms and conditions, contracts, financial communications and potential warning signs. Try the Leveller, BIG Checker or Investigator.

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Something has already gone wrong

If you believe you have been financially exploited, misled or scammed, start by understanding what happened and organising what you know. Try Recoverer or Goliathon.

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I need to organise my evidence

If you are dealing with an institution, professional, complaint or dispute, use our tools and training to turn scattered information into a structured evidence record. Check out the free Goliathon training course

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I need to rebuild after financial harm

If the experience has affected your confidence, wellbeing or ability to make decisions, start with Rebuild & Thrive and Get Secure. Check out the free Rebuild & Thrive couse.

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I want a human to ask

Our tools and training are free.

If you want ongoing human support alongside them, you can join the Academy of Life Planning for £24 a month or £245 a year.

How Get SAFE Works

Prevent

The best time to deal with financial exploitation is before money or control changes hands.

BIG Checker helps you look beyond the headline or persuasive narrative and examine what you are actually being told.

Investigator helps you explore concerns, ask better questions and identify matters that deserve further scrutiny.

Use them when:

  • an investment sounds unusually attractive

  • someone is creating urgency

  • you are unsure who or what to trust

  • financial claims do not quite add up

  • you want to examine a communication before acting

Think before you transfer trust, money or control.

Challenge

A credible challenge usually depends on structure rather than volume.

A strong evidence record may include:

  • a clear chronology

  • relevant documents

  • verifiable facts

  • consistent explanations

  • unanswered questions

  • a record of actions and responses

  • a clear distinction between what the evidence shows and what you believe it may indicate

The Leveller can help you understand complex financial documents and communications.

Goliathon helps you organise your evidence and communicate your position clearly.

Better evidence gives you a better chance of being understood.

Rebuild

Financial exploitation can damage much more than a bank balance.

It can damage confidence, relationships, trust and your willingness to make decisions.

Rebuild & Thrive provides structured training to help you regain perspective and begin rebuilding your future.

Get Secure complements the course with practical tools for improving your financial resilience and reducing future vulnerability.

The goal is not simply to recover from what happened.

It is to become harder to exploit next time.

Detect

Sometimes the warning signs only become visible afterwards.

Investigator and Goliathon can help you work systematically through documents, communications and events.

AI can help you:

  • review information

  • explain unfamiliar language

  • identify inconsistencies

  • compare different accounts

  • construct timelines

  • identify missing evidence

  • develop further questions

The purpose is not to tell you what happened.

It is to help you investigate more effectively.

Recover

If you believe you have been the victim of an investment scam, Recoverer helps you think through what happened and what options may remain available.

Recovery is not only about recovering money.

It may also involve:

  • securing accounts and information

  • preserving evidence

  • understanding who was involved

  • identifying organisations you may need to contact

  • separating realistic recovery routes from further recovery scams

  • deciding what to do next

There are no guarantees.

The aim is to help you make your next decision with better information and greater control.

Learn the Goliathon Method

Goliathon is our structured citizen-investigator training pathway.

It helps you learn how to:

  • construct a professional evidence dossier

  • extract important facts from documents using AI

  • prepare clear timelines and case summaries

  • distinguish evidence from inference

  • draft measured correspondence

  • identify unanswered questions

  • test the strength of your own position

  • recognise when professional or legal help may be needed

The Goliathon app can then help you work with your own case material, including asking questions about your evidence and drafting documents grounded in the information you have supplied.

This is capability-building.

It is not case representation.

You Remain in Control

Get SAFE follows one central principle:

Agency Before Advice

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We will not create a new dependency to replace the one that has already caused harm.

The tools may help you think.

The training may help you develop your skills.

AI may help you understand information faster.

A professional may sometimes help you understand your options.

But the decisions remain yours.

You decide:

  • what information to use

  • what questions to ask

  • whether to send a letter

  • whether to make a complaint

  • whether to seek professional advice

  • whether to proceed

  • whether to pause

  • whether to stop

Support should increase your capability, not transfer control to someone else.

Free Tools.
Free Training.

There is no charge to use Get SAFE’s AI tools and training.

We believe people affected by financial exploitation should be able to start understanding their situation without first having to buy another service.

Our free resources include:

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Rebuild & Thrive

Structured training to help you regain confidence, stability and direction after financial harm.

 

Get Secure

Practical tools to help you improve financial resilience and reduce future vulnerability.

 

Goliathon

Training and AI support for organising evidence, constructing timelines and communicating your case clearly.

 

The Leveller

AI support for understanding complex financial documents and communications.

 

Investigator

A structured way to examine concerns, investigate financial propositions and develop better questions.

 

Recoverer

Support for people exploring possible recovery routes after suspected investment fraud.

 

BIG Checker

A tool for analysing financial communications, marketing, news, regulatory statements and persuasive narratives before you act on them.

Human Support When Tools Are Not Enough

Most people will be able to do a great deal for themselves with the right tools, information and support.

But sometimes you need another human being to ask.

That is where the Academy comes in.

Academy Membership — £24 a month or £245 a year

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Membership gives you access to the human support layer behind Get SAFE and the wider Academy of Life Planning.

It includes:

  • full access to Academy OS

  • AI Life Planner

  • Financial Activation Measure

  • My Life Record

  • private WhatsApp community

  • short-question community support

  • topic-based member groups

  • unlimited email Q&A support

  • regular updates, webinars and exclusive events

  • Academy Webinar VOD Channel

  • new tools, resources and continuous improvements

  • independent second opinions when something does not feel right

  • business planning templates and support

  • reassurance before making an important financial decision

  • early warning when you may be heading into difficult financial waters

  • priority email support during complexity, stress or change

  • short telephone check-ins when something unexpected happens

Membership also helps us maintain and improve the free tools and training available through Get SAFE.

When Deeper Human Help Is Needed

Some situations are too complex for self-directed tools, community support or a short question.

When deeper individual help is appropriate, one-to-one Total Wealth Planning support is available for £200 per hour.

A Total Wealth Planner can help you think through the wider situation, understand your options and determine what needs to happen next.

They do not take control of your life or finances.

They help you regain enough clarity to make your own decisions.

Get SAFE Gives.
The Academy Supports.
Total Wealth Planners Intervene When Deeper Human Help Is Needed.

That is the model.

Start with free capability-building tools.

Add human reassurance when you need it.

Escalate to deeper professional support only when the situation warrants it.

The aim is not to maximise the amount of professional help you consume.

The aim is to help you become increasingly capable of directing your own life.

What we are
(and what we're not)

Get SAFE is:

  • a free public-interest programme of the Academy of Life Planning

  • focused on restoring individual agency

  • educational and capability-building

  • AI-supported

  • structured and evidence-led

  • independent of financial institutions and product providers

  • free to access at the tools and training level

Get SAFE is not:

  • a charity

  • a law firm

  • a claims-management company

  • a regulated financial adviser

  • a debt-management service

  • a regulator

  • an investigation agency

  • a campaigning or representative body

  • an emergency or crisis service

We do not conduct litigation, manage complaints on your behalf, negotiate settlements, hold client money or take responsibility for your case.

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Where regulated financial, legal, medical or therapeutic assistance is needed, you should seek an appropriately qualified professional.

AI Is a Tool, Not an Authority

Artificial intelligence can help you:

  • summarise documents

  • arrange events chronologically

  • explain technical language

  • compare different accounts

  • develop questions

  • improve the clarity of correspondence

  • identify matters that need further investigation

 

But AI can make mistakes.

Its output should always be checked against original documents and reliable sources.

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It should not be treated as legal advice, regulated financial advice or an authoritative finding about your case.

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Use AI to improve your thinking — not to surrender your judgement.

A Note About Privacy

Only share information that is necessary for the task you are completing.

Remove unnecessary names, account numbers, addresses, medical information and other sensitive personal details before entering documents into an AI system wherever practical.

Material created using Get SAFE tools is not protected by legal professional privilege simply because an AI tool helped create it.

It may later become relevant to a complaint, investigation or legal process.

Keep your communications:

  • factual

  • relevant

  • proportionate

  • calm

  • capable of being supported by evidence

Always review documents carefully before sending them to another person or organisation.

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From Being Ignored to Being Taken Seriously

“Before I found support, my letters and evidence were simply ignored.

Through the Transparency Task Force I was introduced to Steve, who helped me make sense of what I was dealing with and organise my case properly.

He worked patiently through my correspondence with me, helping me structure it clearly and professionally so that regulators and authorities finally began to respond.

He spotted important evidence I had missed and gave me the confidence to keep going, even though I had no technical or legal background.

That preparation made all the difference. For the first time, a UK solicitor was willing to take my case seriously and ultimately agreed to act on a no-win-no-fee basis.

What mattered most was knowing someone was on my side — calm, knowledgeable, and committed to helping me stand my ground.”

— Gary Wrighton

Individual experiences differ. This testimonial does not promise that another complaint, investigation or case will achieve the same outcome.

Get SAFE Is Part of the Academy

The Academy of Life Planning exists to restore human agency in financial and life decisions.

For some people, that means developing the capability and confidence to plan independently.

For others, agency must first be rebuilt after exploitation, institutional failure or financial harm.

That is the role of Get SAFE.

It is not a separate institution.

It is not an emerging charity.

It does not need donations or product sales to define its purpose.

It is one expression of the Academy’s wider public-interest mission.

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When agency has been taken, we help you rebuild it.

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