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Mr Conley

🚨 Are you a financial adviser looking to build a sustainable, low-risk practice? 🚨

Many advisers unknowingly take on significant risks by stepping into investment management—risks that can lead to serious legal and financial consequences. But there’s a better way. 💡

In my latest article, I dive into why shifting your focus to financial planning can help you maintain a steady income without the heavy liabilities. It’s all about empowering your clients, building trust, and securing a business that lasts. 🌱

Curious about how this approach can benefit you and your clients? Click the link to read more and discover a path to a more secure, fulfilling practice.

👉 Don’t miss out on valuable insights—sign up for our newsletter today! Stay informed and get the latest tips on how to thrive as a financial planner.

#FinancialPlanning #AdviserSuccess #ClientEmpowerment #RiskManagement #SustainableGrowth #FinancialAdvisory

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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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