Groups Feed

💡 What if we treated wealth like we treat health?

At the Academy of Life Planning, we’ve reimagined financial planning by applying NHS principles of person-centered care to wealth. Most people can manage their finances—just like their health—with the right tools, support, and trust.

Discover how we’re empowering individuals to take control of their financial well-being through holistic, values-led planning.

👉 Read the article: From Patient to Planner – How NHS Thinking is Shaping the Future of Wealth

https://bit.ly/43QfY7r

🚨 Financial planners, are you still selling horses and carts in a Ferrari world?

Andy Agathangelou—founder of the Transparency Taskforce—once described the difference between traditional and holistic planning in exactly those terms.

In this article, I unpack why holistic wealth planning is a total paradigm shift—not just a new process, but a new purpose.

👉 It’s time to stop plugging financial gaps and start building empowered futures.

🔗 https://bit.ly/43Ia74e

FinLife Coach — the Done-For-You (DFY) service from the Academy of Life Planning.

For those times of stress or life transition, we offer personalised, one-to-one support.

A trusted professional ally — on your side, every step of the way.

👉 Find out more: https://bit.ly/4iUC8Kz

Want to support the movement and earn from doing good?

The new AoLP Affiliate Scheme is a powerful way to grow our impact — and your income — without taking on more client work.

If you’re already passionate about holistic wealth and the GAME Plan, why not help spread the word?

✅ Share the Practitioner training with your network✅ Earn 20% on all referrals — including up to £1,000 on high-value programmes✅ Promote tools that genuinely change lives and uplift communities

It’s a way to contribute to the mission of ending poverty, expanding financial empowerment, and building sustainable livelihoods — while creating passive income for yourself.

🌱 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…

Are your clients paying for services they don’t need?

Consumer Duty is prompting a rethink of ongoing service models—and rightly so.

At the Academy of Life Planning, we’ve long championed a flexible, client-led approach. From low-cost, self-managed support via Planning My Life, to in-depth one-to-one guidance through Financial Life Coach, our clients can dial services up or down as life changes.

This is financial planning done with people, not to them.

📖 Read the full article.

💤 Are your savings fast asleep while the banks get rich?

Over £1.3 trillion of UK savings is earning less than half the Bank of England base rate—and it's costing savers a staggering £38 billion a year in lost interest.

Most people don’t even know what rate they’re getting. But ignorance isn’t bliss—it’s expensive.

In my latest article, I expose the hidden cost of “sleeping savings” and share how Financial Life Coach’s Whole Market Cash Management Service helps you wake up your money, optimise returns, and stay fully protected under FSCS.

🔐 Better rates. Smarter planning. Guaranteed value.

Financial Life Coach: Transforming Cashflow into Life-Changing Opportunities

At Financial Life Coach (FLC), we believe financial planning isn’t just about managing money—it’s about creating opportunities, building resilience, and empowering your future. As part of the Academy of Life Planning, we provide holistic, ethical, and transparent financial guidance that puts you in control.

How We Empower You:

✅ Self-Directed & Guided Planning – Take charge with HapNav, our cost-effective DIY planning tool, or work with an expert for personalised support. Need deeper insights? Our Voyant cash flow modeller helps you master advanced financial strategies.

✅ Comprehensive Wealth Solutions – From investments, retirement, and estate planning to property, international assets, and entrepreneurial ventures, we help you build a secure and fulfilling future.

✅ A Holistic Approach to Wealth – We integrate mind, body, heart, and spirit into financial planning, ensuring your strategy aligns with your values and aspirations.

The Financial Life Coach (FLC) proposition offers some fantastic opportunities to transform how individuals approach their finances. Here are a few key points that highlight its potential:

Personalised and Flexible Support

FLC skilfully blends self-directed and collaborative planning. With tools like HapNav, clients can take charge of their financial journey at their own pace. For those who need more guidance, the option to work together using the Voyant cash flow modeller provides tailored, expert support. This dual approach caters to a wide range of preferences, making the service both accessible and highly adaptable.

Holistic Financial Well-Being

What truly sets FLC apart is its commitment to viewing financial planning as part of a broader life journey. By integrating strategies that consider not only cash flow but also investments, retirement, estate planning, and even entrepreneurial ventures, the service helps clients create a balanced plan that supports their overall well-being. This holistic approach…