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The Cashflow Coach

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Academy of Life Planning Compliance Charter


🌟 Proudly Sharing Our Commitment to Transparency and Integrity! 🌟

At the Academy of Life Planning, we believe that operating outside the FCA perimeter doesn't mean operating without regulation.✅ It means operating with higher ethical purpose, greater clarity, and an unshakeable commitment to our clients' best interests.

Today, we're excited to share our brand new AoLP Compliance Charter! 📜✨

It outlines how we: 🔹 Empower individuals with educational, non-intermediating financial planning🔹 Uphold consumer protection laws and CMA regulations🔹 Provide transparent, honest, and life-transforming services🔹 Respect the principles of professional diligence, fairness, and autonomy

👥 Because at AoLP, we believe no planner is as knowledgeable as planners working together — and no client should ever feel anything less than fully empowered. 🌍

👉 Read the full Compliance Charter here: https://bit.ly/4cQ79Nx

#FinancialLifePlanning #AoLP #Transparency #EthicalPlanning #ConsumerFirst #Empowerment #LifePlanning #ComplianceCharter #BuildingTrust

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Disclaimer: Educational Financial Services Only

Financial Life Coach is a trading style of The Academy of Life Planning Limited, registered in England and Wales (Company No. 8016568). We provide educational financial services, not regulated financial advice, which means we are not overseen by the Financial Conduct Authority (FCA) and do not hold FCA registration.

All the information on this website is for educational purposes only and is not professional financial advice. Our goal is to help you improve your financial understanding and make informed decisions, in line with FCA guidelines (PERG 8.26.2) and the Financial Services and Markets Act 2000. These laws clarify that educational services like ours don't require FCA regulation, as we do not promote or advise on regulated financial products.

We operate under the protection of UK consumer laws, including the Consumer Protection from Unfair Trading Regulations 2008, the Consumer Protection (Amendment) Regulations 2014, and the Digital Markets, Competition and Consumers Act 2024. These laws are enforced by the Competition and Markets Authority, ensuring our clients are well protected. It’s worth noting that these protections may differ from those provided by FCA-regulated firms.

If you're looking for regulated financial advice specific to your circumstances, we recommend speaking to an FCA-regulated financial adviser. If you have any questions about what we offer or how our services align with consumer protection laws, feel free to read our terms and conditions or contact us directly.

 

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