top of page

Plans & Pricing

From 1 November 2026, a modest support subscription of £4.99 per month provides access to the whole Academy OS, including My Life Record and all membership apps. It contributes towards app maintenance and the AI tokens that power the tools. The subscription applies to new and existing Academy members and is separate from Academy Membership.

  • ACADEMY MEMBERSHIP

    24£
    Every month
    For people managing their own life and financial planning who want Academy OS guidance, a supportive community and someone to turn to when questions or challenges arise.
     
    • Academy OS guidance and support desk;
    • Unlimited email Q&A;
    • Short-question community support;
    • Private WhatsApp community;
    • Webinars, recordings and member events;
    • Planning resources and updates;
    • A second opinion when something does not feel right;
    • Additional 50-minute Strategy Zoom Meetings for £50
  • Best Value

    ACADEMY MEMBERSHIP

    245£
    Every year
    For people who want to operate their own life and financial planning system continuously—with trusted human support available episodically when it matters.
     
    • All Academy Membership benefits
    • for less than the cost of eleven monthly payments.
    • Join Annually

  • PRACTICE MANAGEMENT CIRCLE

    99£
    Every month
    For financial professionals building commercially viable, agency-led practices in the age of AI. Turn the principles of Total Wealth Planning into a working business model.
     
    • Live group learning, shared practice, professional community
    • everything in Academy Membership;
    • four live Practice Management Circle sessions each month;
    • agency-led practice development;
    • Academy OS practitioner learning;
    • Total Wealth Planning business infrastructure;
    • case discussion and peer challenge;
    • private practitioner community;
    • Academy CPD masterclasses and recordings;
    • peer and supplier networking;
    • relevant professional and industry developments; and
    • Additional 50-minute Strategy Zoom Meetings for £50

  • PRACTICE MANAGEMENT CIRCLE

    995£
    Every year
    A full year of group learning, practice development and professional community for people building agency-led businesses.
     
    • Receive all Practice Management Circle benefits
    • for less than the cost of eleven monthly payments.
    • JOIN ANNUALLY

  • ACADEMY OS FOUNDATIONS

    595£
     
    Learn agency-led life planning and responsible AI use. For professionals from diverse backgrounds exploring the Total Wealth Planner pathway.
     
    • the Academy operating model;
    • foundations of GAME Plan™;
    • guided exploration of Academy OS™;
    • responsible human–AI practice;
    • proportional human expertise;
    • professional conduct and boundaries;
    • Academy learning resources; and
    • email question support.
    • Does not confer Total Wealth Planner accreditation
    • Payment credited to full accreditation (valid 6 months).

  • TOTAL WEALTH PLANNER ACCREDITATION

    2,495£
     
    Professional accreditation in agency-led human–AI planning using GAME Plan™ and Academy OS™. A 12-week group programme for QCA Level 4 or equivalently qualified financial-services professionals.
    Valid for 12 months
    • Bespoke one-to-one training
    • On-line live cohort workshops;
    • GAME Plan™ methodology;
    • Academy OS™ practitioner competence;
    • Whole-person and human-capital planning;
    • Responsible AI use and assurance;
    • Proportional planning and episodic expertise;
    • Shared casework and peer learning;
    • Professional conduct and specialist referral;
    • Observed practice and assessment;
    • Total Wealth Planner accreditation on successful completion;
    • Academy Membership; and
    • 12 months of Practice Management Circle support.
    • Limited to 8–10 founding practitioners.

  • FAST-TRACK ACCREDITATION

    3,995£
     
    Accredited, live, and trading as a Total Wealth Planner in 90 days — then 9 months of personal support to embed and grow your practice.
    Valid for one year
    • Bespoke one-to-one training
    • Accredited as a Total Wealth Planner within 90 days
    • 6 x 90-minute Fast-Track accreditation sessions with Steve
    • + 9 x monthly 1-2-1 mentorship sessions in months 4–12
    • Academy OS Foundations Programme
    • Pre-designed website template
    • Full PMC membership throughout — weekly sessions, VOD etc
    • Additional 50-minute Strategy Zoom Meetings for £50

AUTOMATIC RENEWAL: Monthly and annual memberships renew automatically at the end of each billing period, giving you uninterrupted access to Academy resources and support. You remain in control. You can manage or cancel your subscription through your account settings or contact us for assistance. One-time course and accreditation payments do not renew automatically.

bottom of page