top of page

Profile

Join date: Jan 22, 2025

About

0 likes received
0 comments received
0 best answers

Founder of the Academy.

Steve Conley

More actions

Let's Talk.

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

Tel: 07850 102070

info@aolp.co

  • Linktree
  • Facebook
  • Twitter
  • LinkedIn

Thanks for submitting!

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.

bottom of page