In 2005, I was the Business Development Director of the UK's fourth largest IFA Network, Berkeley Independent Advisers. Fifteen years on, I am the founding director of a new type of IFA Network. Where the advisers are so independent of product providers, they don't even hold agency agreements. A wall between advice and product. Now, … Continue reading AoLP: A New Adviser Network For Non-Intermediating Financial Planners →

The GAME Plan connects you with mind, body, heart, and spirit. The base line you aim for is enough in these four areas: a healthy equilibrium, a comfortable and balanced level of health and wellbeing. Illness in one area needs to be healed before we form solid ground on which to build to be all … Continue reading The GAME Plan: Four Capitals Detox →

Virtual non-intermediating financial planning (NIFP) is a model for our times. Steve Conley, founding organiser of the Non-intermediating Financial Planning Network and founding CEO of the Academy of Life Planning explains why. "This a first-class idea and much needed by all those people who have been left behind by previous changes to financial advice provision … Continue reading The Trendy Advice Model that’s FIVE-times more profitable! →