Our collaborating community of non-intermediating financial planners is more than just a network; it’s a movement.
No planner is as knowledgeable as planners working together.
Embark on a distinctive journey towards holistic financial planning with the Academy of Life Planning.
We champion a network of fiercely independent thinkers united in their quest to redefine financial planning. Our academy doesn't prescribe a one-size-fits-all approach; instead, we celebrate the diversity and unique expertise of each member. By joining us, you become part of a vibrant collective of innovators and masters, each contributing to a new paradigm in financial planning.
We offer bespoke tools, tailored support, and professional supervision, coaching you to navigate your career path with assurance. Our comprehensive suite of educational resources is specifically designed to support personal and professional development at every career stage. Additionally, engage in our forums—a space dedicated to the exchange of wisdom and pioneering perspectives, further enriched by strategic collaboration opportunities.
With our esteemed credentials and seasoned guidance, you are well-equipped to navigate towards a future enriched with financial wellness, sustainability, and alignment with our vision of regenerative communities. Together, let's craft a legacy of abundance in every aspect of life.
Welcome to the Academy of Life Planning: Leading the Charge in a Financial Revolution Our Vision for the Future: We're shaking up the way financial planning is done, moving away from old-school methods to a place where you're fully in charge of your financial future. Our planners are here to guide you, not to act as middlemen, dedicated to making this empowering shift a reality. Taking Control: Our method is revolutionary, giving you full control over your finances and personal data, a vital step towards true financial independence. A Complete Support System: We've tailored our services to make sure you flourish in this new era of finance. With customised coaching and a wealth of learning materials, we're right by your side. Learning First, No Sales Pitch: We don't sell financial products. Our aim is to arm you with knowledge, giving you the power to make your own decisions. Unbiased Advice: We offer impartial advice pointing you towards independent resources, upholding our dedication to market honesty and a clear separation between advice and products. Simplifying the Journey: Switching to a non-intermediary financial planning model might seem overwhelming, but we're here to help you every step of the way. Enhancing Skills: Our training programmes are crafted to turn product sellers into all-rounded financial planning advisors, making their services more varied and tailored. Your Companion on This Journey: As you start on this new path, our resources, training, and insights are all available to you, making your journey smooth and fruitful. Our Foundational Beliefs: Empowerment Integrity Innovation Community Personal Development Decentralisation Be Part of Our Visionary Community: Join us in our quest to transform potential, enrich lives, and make financial planning accessible to everyone.
Launch your business at your convenience with personalised one-to-one support. Benefit from low start-up costs and a fast-track process that can have you operational in just three months.
Our method artfully melds life planning, financial strategy, and accountancy. This synergy presents a sturdy blueprint for securing not only fiscal stability but also emotional, intellectual, and spiritual enrichment. It's an all-encompassing approach tailored for individuals aspiring for a balanced life, anchored by robust financial foundations and life objectives resonating with their intrinsic values.
Kick-Start Your Path to Financial Empowerment: Download Your Starter Pack Today
Recognising the distinct aspirations of financial planners, we're dedicated to guiding your transition towards a client-driven approach. Shift from traditional product-focused strategies to a more sustainable plan-based revenue model. Together, let's set a new benchmark in financial planning. Start by subscribing to our newsletter and receive our complimentary starter pack.
By affiliating with the Consumer Duty Alliance, the Academy of Life Planning reinforces its commitment to providing education that not only meets regulatory requirements and professional standards but also genuinely enriches the lives and futures of those we serve. Together, we are setting new benchmarks for excellence and trust in the financial planning and advice sector.
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Martin Turbin
"A true trailblazer in non-intermediated financial advice, with a genuine passion to support financial advisers on their transition journey."
Richard Johnston
"These expert planners possess extensive experience, knowledge, and unwavering integrity, making them an ideal choice for planners seeking growth and development."