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Become Part of Our Holistic Wealth Planning Community

The Academy of Life Planning offers all the tools, guidance, and support you need to create a profitable, professional, and sustainable holistic wealth planning practice.

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Intro

We are independent financial planners dedicated to providing advice free from product sales. Mentoring | Coaching | Planning | Teaching | Advising!

The book Your Money or Your Life.

Join the AoLP Holistic Wealth Planner [HWP®] Community – Your Professional Network!

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Join a friendly group of people who care about helping others in a fair and honest way. We work independently to make life easier for our clients, helping with things like saving money, pensions, taxes, and planning for the future.

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You don’t have to be a member of the Academy to use some of our helpful guides and tools—they’re free for everyone who signs up! But if you want to learn even more and get extra support, you can become a member for just £19 a month.

 

At the Academy of Life Planning, we help people learn and feel confident about looking after their money. We promise to be clear, supportive, and always do what’s right. We're here to help you every step of the way!

Business Set Up

Full business starter pack including website.

Membership

Join the £19/ month Holistic Wealth Planning community.

HWP® Accreditation

Training and accreditation as HWP® in 12 weeks.

Mentorship Options

Ongoing mentorship options for HWP® professionals.

Monthly Mentorship

Training and accreditation as HWP® in 12 months.

Discovery Meeting

Book a one-hour discovery call with Steve Conley, for £100.

Our Services

We’re here to help you succeed on your journey to becoming a GAME Plan Practitioner. Explore our three core services designed to meet you where you are and take you where you want to go:

1. Membership of a Collaborating Community

Join a supportive network of like-minded individuals who share your passion for holistic financial planning and personal development. As a member, you’ll gain access to:

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  • Online training and workshops to expand your knowledge.

  • Tools, materials, and resources designed to accelerate your growth.

  • Group sessions where you can connect, share experiences, and learn from others.

 

This is your opportunity to grow alongside a thriving community, accessing valuable insights and support as you develop your expertise for yourself and others.

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2. Mentorship for Personalised Growth

If you’re looking for deeper learning, faster progress, or tailored guidance, our mentorship programme is perfect for you. It includes:

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  • One-to-one coaching sessions with experienced mentors who provide personalised advice and accountability.

  • Online peer coaching, where you can learn and grow with others on a similar journey.

 

This service is all about giving you the personalised support you need to stay on track and achieve your goals, with the flexibility to adapt to your unique needs.

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3. Build and Launch Your Own Holistic Wealth Planning Business

Ready to turn your passion into a thriving business? We provide an all-inclusive package to help you succeed, including:

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  • Comprehensive training and accreditation in holistic wealth planning.

  • A professionally branded e-commerce platform with a CRM system to manage your practice.

  • Coaching on practice development, business administration, and branding.

  • Support with regulatory oversight, ensuring your business is set up for success.

  • Guaranteed ROI: Your investment in the programme is designed to pay for itself with the sale of your first core product.

 

Choose the pace that works for you:

  • A 12-week fast-track programme for those ready to dive in.

  • A 12-month programme for a steady and sustainable approach.

 

We’ll be with you every step of the way, making it easier than ever to create a business that aligns with your values and goals.

No matter where you start, we’re here to guide and support you on your journey. Your future, your pace, your success!

Testimonials

Martin Turbin

(Chartered Financial Planner)

"A true trailblazer in non-intermediated financial advice, with a genuine passion to support financial advisers on their transition journey."

Jörg Schlüter

(Chartered Wealth Manager)

"I completed a course on the Game Plan, and it has been immensely helpful in building my financial coaching business, with concise and well-thought-out coaching and valuable support for idea exploration."

Richard Johnston

(Chartered Financial Planner)

"These expert planners possess extensive experience, knowledge, and unwavering integrity, making them an ideal choice for planners seeking growth and development."

Professional or Personal Services

The Academy of Life Planning: Helping You Succeed

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The Academy of Life Planning is here to teach, guide, and support you as you build a happy and meaningful career helping others with their life and money plans.

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For people who need help with their own planning, we offer two great choices:

  • Planning My Life: A simple, easy-to-use service that gives you everything you need to plan your life and money all by yourself. It’s like having your own toolkit for success!

  • Financial Life Coach: A friendly expert who helps you make good choices during big life moments. You only pay for the time you need.

 

At the Academy, you’ll find expert advice, useful tools, and a group of people cheering you on. We’ll help you create a future that matches what really matters to you!

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Features & Benefits

Start Your Own Business with Ease: Get Help, Spend Less, and See Big Results in Just Three Months!

We mix life planning, money tips, and accounting to make things easy and clear. By bringing these together, we help you feel safe with your money while also caring about your feelings, learning, and what makes you happy. â€‹Our way is perfect for people who want a balanced life where their money plans match what they care about most. It’s not just about looking after your money—it’s about building a life that feels right for you. With our help, you can feel sure that your plans for your life and money work perfectly together.

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Download
The Academy workbooks

 Download Your Free Starter Pack Today!

Change How You Help People with Money and Life Planning

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We know that planners like you want to focus on helping people, not just selling products. That’s why we’re here to help you switch to a better way of working—one that puts your clients first and makes a real difference in their lives.

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You can get started today by signing up for our free newsletter and starter pack, which includes:

  • Stand and Deliver! Discovering Your Money and Your Life (how to guide),

  • The Significant STORIES System (workbook),

  • The Human Capital Development Framework (workbook).

 

Start your journey today and be part of a new way of planning for a brighter future!

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By aligning with the M-Power Movement, the Academy of Life Planning demonstrates its unwavering commitment to financial empowerment. This partnership enhances our mission to provide comprehensive planning services, education, and tools, enabling individuals to take control of their financial futures. We believe in fostering a fairer society where financial knowledge is accessible to all, breaking down the barriers of traditional financial services. Together, we are redefining excellence and trust in the financial planning industry. Join us in this transformative journey.

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Find out more.

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AFFILIATE

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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Find out more.

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Subscribe

Join Our Tribe!

Join Our Website Community for FREE

Connect with like-minded professionals, access exclusive resources and support, and become part of a transformative movement redefining financial planning.

Let's Talk.

9 Franklin Way, Spilsby,
Lincolnshire, UK, PE23 5GG.

Tel: 07850 102070

info@aolp.co

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Regulatory Information and Consumer Protection Notice:

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The Academy of Life Planning Limited (AoLP) offers a range of services including generic financial advice, financial education, management consulting, coaching, training, mentorship, events management, and ongoing service support.

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The content on this website is for informational purposes and not professional financial advice. It reflects the opinions of individual authors, based on their research, observations, and years of experience. Please note that neither the authors nor AoLP are registered investment advisers, solicitors, or licensed accounting professionals. We do not provide legal, tax, accounting, investment advice, or other professional services. Any liability for errors or omissions, or for any damage alleged to have been caused by the information on this site, is disclaimed. Use this site and its content at your own risk. We also disclaim responsibility for updating information and for third-party content, products, and services, including those accessed through hyperlinks or advertisements on this site.

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Our financial planning services offer generic advice and are therefore governed by general consumer law in the UK, including the Consumer Protection from Unfair Trading Regulations 2008, the Consumer Protection (Amendment) Regulations 2014, and the Digital Markets, Competition, and Consumers Act 2024. We are regulated by the Competition and Markets Authority, not the Financial Conduct Authority (FCA), because we do not provide advice relating to specific investments or carry out activities regulated under Section 22 of the Financial Services and Markets Act 2000. We do not arrange or bring about deals, make arrangements with a view to a transaction, or cause dematerialised instructions relating to any investment business. We do not advise borrowers about the liquidation of debt. Our planning services are designed as a stand-alone service. If you need financial products, you can access these directly from the market or via financial intermediaries. If you are seeking a personal recommendation for an investment product, you should consult a licensed investment adviser.

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In simpler terms, we sell plans, not products.

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The Academy of Life Planning Limited is a service sector trading company regulated by the Competition and Markets Authority and Registered in England and Wales number 8016568. Our registered office address is 9 Franklin Way, Spilsby, Lincolnshire, PE23 5GG, United Kingdom. We are registered with the Information Commissioner's Office, reference number ZA502687.

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For more detailed information about the terms of usage of our website, please refer to our Terms and Conditions. If you have any questions or need further information, please don't hesitate to contact us.

 

© 2025 The Academy of Life Planning Limited. All rights reserved.

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