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Building, Testing, Deploying Own Labelled Tech Stack/ Website

 

Fast Start: White-Label eCommerce Tech StackLaunch your financial planning business online without the tech headaches.

 

Our White-Label eCommerce Tech Stack is a scalable, user-friendly solution designed to help you create a professional online presence effortlessly, so you can focus on what matters most—serving your clients.

 

Key Benefits:Instant Online Presence:

  • A fully branded, customisable website that showcases your services and expertise, up and running with ease.
  • User-Friendly Platform: No tech skills needed. Simple tools make it easy to build, manage, and update your site so you can focus on helping clients.
  • Seamless Client Experience: Provide a smooth online journey for your clients, from exploring services to booking sessions and making payments.
  • Revenue Growth Made Easy: Expand your reach, connect with a wider audience, and generate income with a streamlined eCommerce setup.
  • Comprehensive Start-Up Support: Includes proposition and brand design, back-office advice on loading videos, courses, blogs, and groups, plus help with email, CRM, SEO, analytics, and liaising with your admin team.

 

Ready to grow your business? Embrace our tech stack and unlock new opportunities for success—quickly and hassle-free. Let’s get started!

 

Introducing our Comprehensive Solution for Generic Financial Planning Advice Firms - A White-Label Hosted Website, E-commerce Shop, CRM System, and Invoicing Package with your own URL to Take Your Business to New Heights!

£1,950 set-up cost, (PLUS AN OPTIONAL £50 PER MONTH RENT FROM LAUNCH TO OWNERSHIP - SEE CHOOSE PLANS). ALLOW 4 WEEKS FOR LAUNCH! **FOR AoLP MEMBERS ONLY.**

Our white-label solution allows you to customise the platform to match your brand and vision, creating a seamless experience for your clients.

You can easily showcase your services, team members, and portfolio, and with our e-commerce shop, you can sell your products and services online.

Our powerful CRM system streamlines your client management and communication process, helping you to manage client information, track interactions, and send personalised emails and newsletters all in one place.

Our mobile-responsive platform ensures your clients can access your services from any device.

In addition to our white-label hosted website, e-commerce shop, and CRM system, we are excited to introduce our new invoicing package. With this package, you can easily create and send professional invoices to your clients, keeping track of all your financial transactions in one place.

 

Includes:

  • Building, Testing, Deploying Web Application.
  • Ongoing website maintenance (optional).
  • Shop/ regular subscription payment services.
  • Technical Support.
  • Graphic & Logo design.
  • SEO optimisation.
  • Email systems x 2.
  • CRM systems.
  • Member support, group, and forum.
  • Blog post.
  • Booking system.
  • Document management.
  • And much more.


You can invest in your business's future today and take advantage of this comprehensive solution with everything you need to grow your business and provide exceptional service to your clients. With our dedicated support team to assist you with questions or concerns, you can take your business to new heights!

 

Please note that the Academy’s price does not include payments made directly to Wix for its Premium Plan Business Package, domain registration, business email accounts, logo and brand-building services, or any additional apps you may choose to integrate. These services are contracted separately with Wix, and based on current pricing, the estimated cost is from £600 per annum.

Tech Stack e-Commerce Website with CRM

£1,950.00Price

    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

    • Solicitors

    • Licensed accountants

    • 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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