top of page
Galaxy0818 108.jpg

About Financial Life Coach

Inclusivity, Empowerment, and Holistic Financial Planning

My Idea:

Founded by me, Steve Conley, a distinguished leader with over forty years of experience in the financial sector, Financial Life Coach (FLC) was created to transform financial planning. Throughout my career, marked by innovation, my goal for FLC has been clear: to create a platform that holistically empowers individuals, going beyond traditional financial advice to address life's broader objectives.

Galaxy0818 154.jpg

My Ethos:

At FLC, I am dedicated to integrity, transparency, and innovation. I challenge traditional financial planning by advocating for non-intermediating strategies that prioritise your interests. My mission goes beyond offering financial solutions; I integrate these solutions into your life aspirations, ensuring a balance between financial stability and holistic well-being.

My Distinction:

What sets me apart is my unwavering dedication to:

Unbiased Counsel: Free from affiliations and product-driven agendas, my advice is genuine, transparent, and tailored to your unique needs.

Innovative Strategies: Leveraging cutting-edge technology, particularly AI, my solutions are grounded in modern analytics and foresight.

Holistic Approach: I go beyond financial metrics, understanding your life goals and challenges.

Forest Path

My Global Vision

At FLC, my commitment to individual empowerment is matched by a global vision. I understand the transformative power of financial planning in addressing global challenges, including poverty. My alignment with the United Nations' 2030 agenda underscores my belief in the connection between financial empowerment and global betterment. I am dedicated to making a positive impact on both individual lives and the world at large.

About Steve

I am Steve Conley, a highly accomplished Chartered Insurer and Chartered Financial Planner with a distinguished career in financial planning and services. I hold multiple prestigious qualifications and memberships, including:

  • Fellowship and Advanced Diploma from the Chartered Insurance Institute and the Personal Finance Society, specializing in pensions, trusts, and estate planning.

  • Master Life Planner certification from the Kinder Institute of Life Planning.

  • Bachelor of Science in Mathematics from The University of Manchester.

  • Company Law Certification from the Institute of Chartered Secretaries and Administrators.

 

My excellence in the field is marked by numerous accolades, including twice winning the British Insurance & Investment Brokers' Association prize and the Jubilee Prize of the Insurance Institute of Manchester for outstanding performance in the North West UK and Manchester.

Additionally, I am an Elite Member of the Professional Speakers Academy, reflecting my commitment to thought leadership and professional development in the financial planning industry.

My Qualifications

1986-1989

FCII, DipPFS

Chartered Insurance Institute

Member of the Personal Finance Society and the Chartered Insurance Institute. Fellowship via Pensions Route.

Chartered Insurer. Twice winner (Associateship & Fellowship) of the British Insurance & Investment Brokers' Association prize and twice winner of the Jubilee Prize of the Insurance Institute of Manchester, for best performance in North West UK and Manchester respectively.

2008-2017

APFS, Advance Diploma
Personal Finance Society

Chartered Financial Planner:

  • J02 Trusts and Estate Planning

  • J04 Pension Funding Options

  • J05 Pension Income

  • AF3 Pension Planning

  • AF5 Financial Planning Process

1979-1983

BSc Mathematics

University of Manchester

Bachelor of Science in Mathematics from U.M.I.S.T.

Reach Out: 

For queries, feedback, or to embark on this transformative journey, connect with me today. Let's craft a future where financial acumen and life fulfillment coalesce seamlessly.

Join Me On This Journey

At FLC, I don't just offer services; I offer partnerships. Partnerships rooted in trust, expertise, and a shared vision for a future that's financially secure and holistically enriching. Engage with me, and let's co-create a financial narrative that's as unique as you.

Thanks for submitting!

bottom of page