Our second TFO Friday explored how more families could access joined-up professional support—and remain firmly in charge. By Steve Conley | Academy of Life Planning | 23 October 2026 A family can have a financial planner, an accountant and a solicitor—and still find that nobody is joining everything together. Each professional understands part of the … Continue reading A Family Office Without Handing Over the Controls
Tag: mental-health
Launching Academy Onboarding and Planner Succession
As people become more capable with AI the way we support them must change By Steve Conley | Academy of Life Planning | 21 October 2026 A financial planner retires. What happens to the people who have trusted them for years? An individual starts using AI to understand their life and money. What happens when … Continue reading Launching Academy Onboarding and Planner Succession
You can have more money and still feel that something is missing
Introducing the Total Wealth Wheel — free to use You can have a healthy bank balance and no time to enjoy it. A successful career and relationships that rarely get your attention. A carefully planned retirement and little idea what you want to retire into. We recognise these situations. Yet when we talk about wealth, … Continue reading You can have more money and still feel that something is missing
T.F.O friday: Building a Total Family Office for Every Family
Most families have pieces of a plan. Few have a plan that connects the pieces. A pension here. A mortgage there. A will written years ago. An ageing parent who may need care. Children finding their feet. Perhaps a business, a property, or responsibilities shared across generations. Each part may have received attention. But who … Continue reading T.F.O friday: Building a Total Family Office for Every Family
A £50 meeting with Steve Conley
A £50 meeting with Steve Conley "I need experienced help with a specific decision, without signing up to an ongoing advice relationship." If that sounds like you, this meeting is for you. About 50 minutes, £50, one conversation about the thing that matters right now. Most of the questions people bring are an 18-month problem, … Continue reading A £50 meeting with Steve Conley
Having money is one thing. Having a say is another.
Introducing the Academy’s new Financial Activation Scorecard You can have a pension, savings and a financial adviser—and still feel unsure what you own, why you own it or what to do next. You can also have very little money and be actively making decisions, asking useful questions and taking steps towards a life that matters … Continue reading Having money is one thing. Having a say is another.
The missing measure is consumer agency
The FCA wants people to navigate their financial lives. What would it take to put the person, rather than the adviser, at the wheel? Someone sits down with a folder of pension statements, an insurance renewal and a list of questions about work. They have been told to seek financial advice. Yet their first question … Continue reading The missing measure is consumer agency
30 Academy OS Fun Facts
30 Academy OS Fun Facts You already have a life operating system.If it is scattered across emails, apps, folders and other people’s systems, you may simply not control it yet. If your plan only works when your adviser is present, your adviser has become the operating system.Academy OS puts the individual back at the centre. … Continue reading 30 Academy OS Fun Facts
When Justice Expires Before the Harm Does
The banks did not prove the customers were wrong. They proved the complaints came too late. Four people complained that their banks had trapped them in unfair and unaffordable credit relationships. The banks fought back. Not merely against the complaints, but against the Financial Ombudsman Service's power to hear them. They won. Now the Ombudsman … Continue reading When Justice Expires Before the Harm Does
Can Banks Prevent Suicide Without Examining Their Own Conduct?
"A "groundbreaking" new project to help tackle suicide has been launched today (10 September) by The Money and Mental Health Policy Institute (MMHPI) – the charity founded by MoneySavingExpert.com founder Martin Lewis. It brings five major banks together in a bid to find the gaps and test new ways to identify and support people in … Continue reading Can Banks Prevent Suicide Without Examining Their Own Conduct?
