For everyone tired of being told to “wait their turn,” for those fed up with being sold to, not supported—this is your call to action.
This is the Academy of Life Planning.
Not a firm. A movement. Not selling products. Empowering people. Not chasing profits. Changing lives.
Welcome to the vanguard of financial transformation.
A Beacon of Credibility in a Sea of Noise
When the world feels like it’s run by salespeople with suits and scripts, the Academy stands apart.
Under the fearless guidance of Steve Conley—former insider turned visionary rebel—the Academy has become the authority in non-intermediated financial planning.
While others whisper about change, Steve writes the blueprint.
“A true visionary thinker,” says FP Advance.
Money Marketing, FTAdviser—he’s there, calling out the hypocrisy and coining concepts like the “planning gap” that others are just now trying to catch up with.
Others? They’ve just begun. AoLP has been around for over a decade, founded in 2012.
Solo planners? Respectable, but isolated. We’ve got solo planners fully supported in our community, not out there paddling their pwn canoe without support!
At AoLP, we’ve already built the credibility—and we’re not done yet.
A Collective of Courageous Planners
At AoLP, no planner stands alone. Because no client should either.
We are a collaborative network.
A family of rebels, educators, and reformers who believe that “no planner is as knowledgeable as planners working together.”
Our certified planners don’t just work for clients—they work with each other. They’ve got tools. They’ve got training. They’ve got an extensive financial education library at their fingertips. That’s how we turn complexity into clarity.
When your situation is nuanced, you want depth—not a lone wolf with a good story.
You want a network that can rally. That’s us.
The intimacy of a boutique, the strength of a global team.
Rigour That Rivals Regulation
Some ask: “Is this unregulated?”
Here’s the truth:
The Academy doesn’t run from regulation—it runs beyond it.
Regulator? We are the expert personal regulator sat on your side of the table, without conflict of interest!
People selling products need special regulation.
Our certified Holistic Wealth Planner (HWP®) framework isn’t just a badge. It’s a battle-tested methodology. It means consistency, accountability, and care.
And yes, we’re governed by consumer law and the Competition & Markets Authority. So don’t confuse freedom from the FCA with freedom from standards.
And, ask us about our professional qualifications, and being bond by professional codes of conduct as Chartered Financial Planners, Certified Financial Planners, Accountants, Actuaries, Chartered Tax Advisers, and Chartered Wealth Managers. Our polls show that Three in Four of our members are qualified at QCA Level 6 and above. That’s a higher percentage than FCA-regulated financial advisers, where it is One in Two.
We’re not a loophole. We’re a lighthouse.
While others flash credentials, we deliver a complete client experience—with ethics embedded in every step.
The quote by Charlie Munger is:
“Show me the incentive and I will show you the outcome.”
This succinctly captures Munger’s belief that human behavior is largely driven by incentives—change the incentives, and you’ll change the results. It’s a core principle in his approach to decision-making, economics, and organisational design.
Clients First. Always.
Here’s the real reason clients choose AoLP:
We don’t manage your money—we help you create wealth and life purpose.
Our ethos is radical. Simple. And utterly empowering:
“The regulated financial adviser helps you save the wealth you have; the non-regulated financial planner helps you create wealth and experience personal growth to a better future.”
That’s our core.
We aren’t pushing products. We’re pulling people up.
We don’t sell fear. We teach freedom.
And we’ve written about it, preached about it, and—most importantly—lived it.
So Why Choose AoLP?
Because you’re done with compromises.
Because you want more than a plan—you want a purpose.
Because you want to work with someone who sees you not as a portfolio, but as a person.
Because in a world of financial fog, you’re ready to see clearly.
Choose the Academy of Life Planning.
Where planners become pioneers. Where clients become creators. Where your life becomes yours again.
Now is the time.
Reclaim your life.
Reclaim your wealth.
Reclaim your future.
Your Money or Your Life
Unmask the highway robbers – Enjoy wealth in every area of your life!
By Steve Conley. Available on Amazon. Visit www.steve.conley.co.uk to find out more.
Academy of Life Planning 