With Banks like Barclays Capital saying that: "£150,000 is becoming an approximate cut-off point for the provision of face-to-face advice, with the fee structure for personalised advice heading towards an ongoing 1 per cent of assets under management." See Link . That leaves 80% of the UK's adult population underserved. I think that leaves 40 million … Continue reading The Two Miss’s You Don’t Want To Meet
Author: Steve Conley
Steve Conley brings over four decades of innovation and expertise to the forefront of financial planning. As the founder and driving force behind the Academy of Life Planning and HapNav Ltd, Steve has been a pivotal figure in transforming financial services to be more democratic and decentralised. His role as a Game Plan Practitioner, Coach, Mentor, Speaker, and Author of "Your Money or Your Life: Unmask the Highway Robbers - Enjoy Wealth in Every Area of Your Life" underlines his comprehensive approach to financial education.
The Academy of Life Planning, hailed as the "Most Pioneering Financial Planner Network," reflects Steve's commitment to fostering transparency, integrity, and accessibility. This institution serves as a testament to his dedication to enhancing the financial planning landscape.
Under Steve's innovative leadership, HapNav Ltd has launched groundbreaking advancements, including the first end-user financial planning app integrated with open banking. This app guides users towards achieving 'Kokoro'—a life rich in financial, emotional, intellectual, and spiritual abundance.
Recently, Steve introduced "Planning My Life" and "Financial Life Coach"—services that extend his ethos into practical, impactful tools for financial autonomy. "Planning My Life" offers an affordable subscription model, giving members access to an AI Life Planner, comprehensive resources, and expert insights. These initiatives epitomise Steve’s commitment to empowering individuals, nurturing community growth, and contributing significantly to global efforts to eradicate poverty.
Steve's journey is more than a career; it's a steadfast crusade to revolutionise financial education and planning, creating a world where financial wellbeing is not just attainable, but enriches every aspect of our lives. Contact steve.conley@aolp.co.uk.
Working to Integrate Meaning and Money
How often do we think about Money in a day? Once, twenty times, or how about every few seconds of every waking hour?Everywhere we look, in every moment; there are reminders around us about Money. In every room we may see adverts from financial companies on our mouse mat, on a folder, or a flyer, … Continue reading Working to Integrate Meaning and Money
