🌱 Holistic Wealth Planning That Empowers – Not Sells
🌱 Holistic Wealth Planning That Empowers – Not Sells
When Lisa Jackson came to me in March 2025, she was recently widowed and overwhelmed by financial decisions. A traditional adviser had quoted her fees so steep, she joked she might as well hand over the keys to her flat.
At the Academy of Life Planning, we do things differently. We provide holistic wealth planning designed for wealth creators, not wealth delegators — helping individuals like Lisa take back control.
Using Deposit Sense, we built a savings strategy fully protected by the FSCS. For investments, Lisa used Which? Money and independent public surveys to select her own preferred platform — no products were sold or recommended. Because this was non-intermediated guidance, the service is regulated by the CMA, not the FCA.
Lisa said:"Steve is incredibly kind, supportive and knowledgeable… He patiently explained everything when I was struggling with brain fog after bereavement. Our regular meetings empowered me to take action. I highly recommend him."
If you’re looking for a transparent, empowering approach to your financial life, let’s talk.
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