Become Part of Our Holistic Financial Planning Community
The Academy of Life Planning offers all the tools, guidance, and support you need to create a profitable, professional, and sustainable holistic financial planning practice.
"On Your Side!" Independent financial planners dedicated to providing advice free from product sales.
Join the AoLP Holistic Wealth Planner [HWP®] Community – Your Professional Network for Ethical Financial Planning
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Become part of a supportive, values-driven network of professionals committed to delivering meaningful, client-centred services while adhering to regulatory guidelines. Whether your focus is personal financial planning or offering unbiased advice on investments, pensions, tax, probate, or practice development, our community is here to support and inspire you.
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With free subscription access available to all—including non-AoLP members—you’ll find a wealth of resources tailored to your needs. For those ready to elevate their professional journey, membership begins at just £19 per month. Explore our unique development pathway designed for financial planners who embrace a non-intermediary, holistic approach to their work.
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At the Academy of Life Planning, we empower professionals and individuals alike with the knowledge and tools to confidently take control of their financial futures. With transparency, support, and a focus on ethical practice, we’re with you every step of the way.
Membership
Be part of the AoLP Holistic Wealth Planning Advice community.
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."
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."
Our Services
The Academy of Life Planning: Empowering Your Journey
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The Academy of Life Planning offers comprehensive training, mentorship, accreditation, and ongoing support to help you build a fulfilling career as a professional life planner.
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For personal clients, we provide two empowering options:
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Planning My Life: A subscription-based, self-directed service that gives you the tools and confidence to take full control of your life and financial planning.
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Financial Life Coach: A flexible, expert-led service offering personalised guidance on an hourly fee basis, perfect for navigating life’s pivotal moments with clarity and assurance.
With the Academy, you’ll gain trusted expertise, practical resources, and a supportive community committed to your success. Together, we’ll help you plan a future aligned with your values and aspirations.
Launch Your Business with Confidence: Personalised Support, Low Start-Up Costs, and Rapid Success in Just Three Months
A Holistic Approach to Your Financial and Life Goals
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Our method seamlessly integrates life planning, financial strategy, and accountancy to create a process that’s simple, clear, and effective. By combining these essential elements, we provide a strong foundation for achieving financial security while prioritising your emotional, intellectual, and spiritual well-being.
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This comprehensive approach is designed for those seeking a balanced life with financial strategies aligned to their core values and aspirations. It’s not just about managing your finances—it’s about building a life that reflects what truly matters to you. With our guidance, you can move forward confidently, knowing your financial and personal goals are in harmony.
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Get Started on Your Holistic Wealth Plan: Download Your Free Starter Pack Today!
Transform Your Approach to Holistic Wealth Planning
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We understand the unique aspirations of holistic wealth planners, and we’re here to support your journey towards a client-centred approach. Transition seamlessly from traditional product-focused strategies to a sustainable, plan-based revenue model that prioritises lasting value for your clients.
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Set a new standard in holistic wealth planning by subscribing to our newsletter and accessing your complimentary starter pack, which includes:
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Comprehensive Holistic Wealth Planning Guide: Learn how to transition from product-driven strategies to a client-focused, plan-based approach with our in-depth guide.
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Exclusive Tools and Resources: Streamline your planning process and enhance client engagement with specialised tools designed for holistic planners.
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Step-by-Step Coaching: Implement sustainable financial strategies and grow your practice with expert coaching tips tailored to your needs.
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Ongoing Support and Updates: Stay ahead with regular updates and dedicated support to navigate the evolving landscape of holistic wealth planning.
Start your transformation today and join the movement redefining financial planning for a brighter future.
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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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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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.