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Transparency Trophy Winner

AoLP Founder Steve Conley picked up an award in September 2017 for his contribution to a more transparent financial services industry. The award was presented by the Transparency Task Force founder, Andy Agathangelou, at the offices of Morningstar in London. Steve is an Ambassador for the Transparency Task Force. He also leads one of its teams, the Market Integrity Team which is conducting a review of professional codes of conduct right across the financial services industry. For more details of the Transparency Task Force - check www.transparencytaskforce.org 

 

Values Based Adviser - Fixing Financial Services

Life Planning is recognised internationally as financial planning done properly. It is important for advisers to act in the client's best interest, and this involves planning the client before planning the money. It's no use doing the financial planning properly, unless the financial products and services are also done properly. This is why for over five years AoLP has been a leading campaigner for reform in the financial services industry, under the trading style of Values Based Adviser. AoLP Founder, Steve Conley says that "AoLP walks the walk, as well as talks the talk! We do the right thing, as well as encouraging other firms to follow suit. We want to take the industry from the bottom of the 'Trust' tables, to the top. Never doubt that a small group of thoughtful, committed citizens can change the world. Indeed, it is the only thing that ever has." For more details, why not check out our sister website at: www.valuesbasedadviser.com.

 

 

“My friend Steve Conley is a rare man indeed. Steve was one of the most senior and powerful bankers in the world. As well other senior positions he headed up Investment at both HSBC and RBS. So why is Steve rare? 

Cut Steve in half and you will find integrity and ethics running through his core. The same can not be said for most bankers. Steve was actually fired by that bastion of honesty RBS, prior to their undoing, for pushing 'ethical' policy. The irony of it!

Steve at heart is a caring maverick. His mission now, having left banking behind, is to radically change the financial services industry, to re-calibrate it, to make it more about 'people' and not just profit. 

He has the ear of those at the top, both of banking and government. He is determined and passionate. This is man who should not be underestimated. He will change things for the better. 

I listened to Steve speak yesterday about how is now helping ordinary people to plan and live more fulfilling lives. It is clear to me his success is down to his enthusiasm, drive and commitment to his worthy cause. I am grateful to call Steve Conley a friend.”

Chris Stoner, September 2017

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