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Become a Holistic Wealth Planner & Change Lives

Gain expert mentorship, proven tools, and a supportive network to launch and grow your values-driven financial planning business

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Intro

Independent | Ethical | Empowering

We provide independent financial guidance—free from product sales. Through mentoring, coaching, and advice, we empower you with clarity, confidence, and control over your financial future.

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"Buckminster Fuller once said, “You never change things by fighting the existing reality. To change something, build a new model that makes the existing model obsolete.” That’s exactly what I’ve done throughout my career—and what we’re doing now in financial planning." - Steve Conley, Founder, Academy of Life Planning.

The book Your Money or Your Life.

Join the AoLP Holistic Wealth Planner (HWP®) Community

The world’s first network for generic financial planning advice—free from product bias, rooted in purpose.

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Be part of a thriving community committed to fair, honest, and independent financial planning. We empower professionals to help clients with savings, pensions, tax, and future planning—without product sales.

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✅ Access Free Tools & Resources – Get expert guides to simplify financial planning.
✅ Expand Your Knowledge – Become a member for just £19/month and gain exclusive insights, support, and professional growth.
✅ Work with Purpose – Connect with like-minded professionals who prioritise ethics, transparency, and client well-being.

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At the Academy of Life Planning, we equip you with the skills, confidence, and tools to succeed in holistic wealth planning. We’re here to support, guide, and inspire you—every step of the way.

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Join us today and help shape the future of financial planning!

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.

Becoming a Holistic Wealth Planner: Why Should You Care?

Do you dream of running your own business, living by your own rules, and being your own boss? Imagine a career where you leverage what you’re good at, what you love, what the world needs, and what people will pay you for. A career where you don’t just earn a living, but make a real difference. Welcome to holistic wealth planning. Read more.

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Your Path to Becoming a GAME Plan Practitioner

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You will find everything you need to be a successful Holistic Wealth Planner in the GAME Plan Practitioner programme. We’re here to empower your success as a GAME Plan Practitioner. Explore our three core services, tailored to meet you where you are and guide you to where you want to be. Let’s build a future of purpose, impact, and financial freedom—together.

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 begin, we’re here to guide, support, and empower you. Your journey, your pace—your success starts now!

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."
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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."
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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."
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Expert Guidance for Professionals & Individuals

Whether you're a professional planner or seeking personal financial clarity, we offer tailored services to empower your journey. Choose the path that fits your goals and take control of your future—today.

The Academy of Life Planning: Empowering Your Success

At the Academy of Life Planning, we provide the guidance, tools, and support you need to build a meaningful career helping others plan their lives and finances with confidence.

For individuals seeking financial clarity, we offer two powerful options:

🔹 Planning My Life – A self-directed service with all the tools you need to take control of your future—on your terms.
🔹 Financial Life Coach – Expert, tailored support during life’s key moments. Pay only for the guidance you need, when you need it.

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Join a thriving community with access to expert insights, powerful tools, and unwavering support. Let’s create a future aligned with your purpose and values—together!

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Features & Benefits

Launch Your Business with Confidence

Start your own business with expert support, minimal costs, and maximum impact. Get the guidance, tools, and strategies you need to build success in just three months—efficiently and effectively.

Align Your Wealth with Your Life’s Purpose

We integrate life planning, financial guidance, and accounting to bring clarity, confidence, and balance to your financial journey. Our holistic approach ensures your money supports your values, well-being, and long-term goals—helping you build a life that truly aligns with what matters most. It’s not just about managing money; it’s about creating a future that feels right for you.

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Download
The Academy workbooks

 Download Your Free Starter Pack Today!

Redefine Financial & Life Planning – Put People First

Break free from product-driven finance and embrace a client-first approach that truly transforms lives. We help planners like you shift to a purpose-driven model, where guidance, not sales, leads the way.

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Get Started Today – Free Resources to Support Your Journey:

📖 Stand and Deliver! – A step-by-step guide to aligning money with life.
📘 The Significant STORIES System – A workbook for values-based planning.
📗 The Human Capital Development Framework – A guide to maximising personal wealth and well-being.

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Join the movement towards ethical, life-aligned financial planning. Sign up now and start making a real difference—for your clients and for yourself.

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"Making the old system obsolete!"

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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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