Testimonials
So, don't just take our word for it! See what everyone else is saying about us.
Very clearly explained advice when I most needed it
March 2025 — Lisa Jackson
Lancing, England
"I was recently widowed when I came to Steve to help me sort out my finances. A previous financial advisor had wanted to charge me eye-watering fees that would have meant, at the end of my term with him, I may as well as given him the keys to my flat! Steve charged a much more reasonable fee to help me get my finances in order and was incredibly good at patiently explaining things to me (my bereavements meant I suffered from brain fog, so found it hard to grasp things). I was given guidance on where to invest my money so that it was protected by the FSCS and also how to invest in LifeStrategy products on the Vanguard platform. Our regular meetings 'forced' me to take action and empowered me to make decisions about my financial planning. Steve is incredibly kind, supportive and knowledgeable and I really appreciated his help during one of the most stressful periods of my life. Highly recommended. Thank you Steve!"
Steve Conley’s transformative guidance brings clarity, purpose, and life-changing impact—highly recommended.
Feb 2025 — Andy Agathangelou
Founder of the Transparency Taskforce
“I’ve known Steve Conley for years and I’ve always trusted him and rated his abilities - I think he’s great. But in recent months I have personally benefited from his tremendous skills as a facilitator, a coach, a life planner.
We have been meeting on Zoom weekly and through a remarkably effective step-by-step process Steve has helped me to put my own future plans and that of the TTF into focus.
My planning is so much better now than it ever has been - I have an even greater sense of clarity of purpose than I have ever had before; it feels great and I want others to have a chance to understand Steve’s process.
During one of our conversations it dawned on me that what Steve does could be particularly beneficial to people who are facing real hardship; be that financially and/or emotionally, as a direct consequence of becoming a victim.
Steve was happy to run this special meeting for TTF people so that they might get a feel for how beneficial values-based, holistic planning can be.
I am enthusiastically and unashamedly wanting to promote this event as best as I possibly can, because my instincts are that some people will find it, and any future related events that we do, helpful in a deep-down, heart and soul way. Be open minded and attend, please - I highly recommend it.”
- Andy Agathangelou.
Retire from Work You Dislike, Not from Meaningful Projects You Love:
July 2024 — Greg Heath
Holistic Financial Planner
"I found the points made here very insightful. As someone who walked away from the financial services profession due to the stress, I fully understand where FS professionals are coming from.
​
However, I have since discovered an alternative path: becoming a holistic fee-paying financial planner. It’s still early days, but the feedback from clients has been overwhelmingly positive.
​
I provide all the services of a typical financial adviser, except I don't recommend specific products or investments, thereby avoiding intermediary services. This means less heavy-handed regulation, minimal compliance costs, and no overpriced professional indemnity insurance. It's all about delivering excellent service at a fair price—a true win-win for everyone."
