St. James’s Place has just declared itself “the clear home of trusted financial advice in the UK.”With record gross inflows of £5.7 billion and total funds under management surpassing £212 billion, few would dispute its financial strength. But we must ask a deeper question: does financial success equate to trust? At the Academy of Life … Continue reading The Battle for Trust: Why St. James’s Place Can’t Own What It Doesn’t Build
Tag: holistic-wealth-planner
Case Study: When Compliance Goes Wrong — How the Academy of Life Planning Stepped In to Restore Fairness and Professional Standards
A true story (with identifiers removed) illustrating why conduct supervision and mentorship matter — both inside and outside the FCA perimeter. 1. The Background: From Adviser to Empowered Planner After years working in a traditional financial-advice firm, one planner decided to take a bold step: to leave the world of product intermediation and build a … Continue reading Case Study: When Compliance Goes Wrong — How the Academy of Life Planning Stepped In to Restore Fairness and Professional Standards
The Birth of the Holistic Wealth Planner
The Birth of the Holistic Wealth Planner How a conversation with Don MacIntyre helped name a movement. A Profession at a Crossroads In the autumn of 2024, I reconnected with Don MacIntyre, then Chief Executive of the Personal Finance Society (PFS). The profession was in flux. Questions were rising about integrity, independence, and identity. Was … Continue reading The Birth of the Holistic Wealth Planner
Why become a Holistic Wealth Planner professional?
The Holistic Wealth Planner (HWP) pathway is designed for professionals who want to redefine financial planning for the 21st century. Unlike product-driven advice, Holistic Wealth Planning is client-centred, transparent, and empowerment-focused, equipping you to help people align their money with their values, purpose, and well-being. As a Holistic Wealth Planner, you’ll gain the skills, tools, … Continue reading Why become a Holistic Wealth Planner professional?
Introducing the Holistic Wealth Planner: The Future of Financial Advice
Moving Beyond Products to Life Strategy The financial services profession is at a crossroads. For decades, Independent Financial Advisers (IFAs) have been seen as the pinnacle of advice, guiding clients through investments, pensions, insurance, and mortgages. Yet, growing consumer demand for impartiality, transparency, and holistic life guidance reveals a gap that the traditional advice model … Continue reading Introducing the Holistic Wealth Planner: The Future of Financial Advice
Academy of Life Planning 