Transform Your Finances with Our Tech Stack: Empower Yourself to Take Control and Become Your Own Financial Planner!

FREE Download

Starter Pack Challenge: Life planning templates, workbook, mailing list, and Live Longer Better Facebook Group.

£19 per month

Plus, HapNav cash flow planning tool, MoneyFitt financial education library, unlimited Q&A email service, and book.



£49 per month

Everything in the £19 pm offer plus a one-hour meeting with an advice-only financial planner over Zoom every six months.



Financial Planning Without The Financial Adviser!

Join us in our mission to empower the forgotten masses, who are consistently neglected and exploited by the financial services industry. It's time to eradicate the unnecessary middlemen and take control of your financial future. With our cutting-edge money management tools and unwavering support, we enable the self-directed and tech-savvy generations to revolutionise the way they handle their finances. Say hello to financial liberation and goodbye to the status quo.


Supporting the 2030 Agenda of the United Nations Sustainable Development Goal #1: End poverty in all its forms everywhere.

Empowering Individuals to Attain Financial Freedom with Valuable Resources and Expertise


Are you ready to take control of your financial destiny? Our platform empowers you to make informed decisions about your money, so you can achieve financial independence and security. With our practical tools and expert guidance, you can confidently plan your future and make your money work for you. We believe that everyone can succeed with money, and our goal is to provide you with the right resources and support to make that a reality. Take the first step towards financial empowerment today and unleash your true potential!


Download your FREE starter pack to map out your future lifetime liabilities. Identify your productive assets and leverage them.



Register for your FREE 30-day trial of HapNav - our end-user lifetime cash flow modelling app, with open banking inside.


“The best investment you can make is in yourself… The more you learn, the more you earn… if you’ve got talents, no one can take them from you.” – Warren Buffet.



“The best investments you ever make are investments in yourself – and your education. Those investments always pay big dividends.” – Donald Trump.


“Investing in yourself is the best investment you will ever make. It will not only improve your life, it will improve the lives of all those around you.” – Robin S. Sharma.



Why not join our "Living Longer Better Club" on Facebook? Click on image below.

We provide the knowledge and tools to make informed decisions on your own!


Be interested in, responsible for, and commited to improving your finances. Action oriented, with a sense of agency.


Be knowledgeable on financial matters, confident in managing money, and digitally included with your finances.


Know and grow the skills to withstand shocks, physically, mentally, emotionally, spiritually, and financially.

Do Things For Yourself With The Right Support


It's a well-known fact that some affluent individuals enlist the services of financial advisors to manage their wealth, forking over significant sums of money in the process. However, you don't need to follow suit. Our platform provides you with all the necessary tools and guidance to become your own money manager. Our primary objective is to enable you to take charge of your financial life and cultivate independence and confidence in this domain. Should you ever feel overwhelmed or uncertain, we offer dedicated support to alleviate any concerns and provide the guidance you need. By taking control of your finances, you can avoid costly fees and develop a strong sense of financial stability. Take our quick and complimentary quiz by clicking the button below to assess your financial management skills and discover ways to improve.


Take Control Of Your Finances With Our FREE Starter Pack!

You need a financial plan so you don't outlive your money. At Advice-only Financial Planner, our initial assumption is that you could build your own financial plan with the right support.


Download your free starter pack.

Here, You Are The Planner, We Are Your Support Team.

The book and personal coach are optional, to keep costs low and get you started right away. Begin with DIY Set Up; community and coaching can come later. Dial-up and down support as needed.


The good news is, we don't sell products!

Ninety-five per cent of households are underserved. We are looking to increase the proportion of the population living in households with access to financial planning, in line with Target 1.4.1. of the United Nations Sustainable Development Goals under Agenda 2030.

Where's The Best Place To Find A Helping Hand You Can Trust?


Did you realise that taking charge of your finances is a vital life skill? We understand the importance of cultivating financial management skills and offer our platform to help you become proficient. The best part is that you can achieve this goal independently, with our support and guidance whenever necessary. From tax planning to insurance and college savings, we provide comprehensive advice and resources to help you navigate the financial landscape without incurring the exorbitant costs of professional advisers. We believe that anyone can master the art of financial management with the right resources and support. So, take control of your financial future and embark on the path to financial freedom. Sign up for our mailing list and receive a free starter pack to guide you on this journey. Remember, the best place you can find a helping hand you can trust is at the end of your own arm.


Your advice-only financial planner is your personal concierge and financial bodyguard, sitting on your side of the table and protecting you from conflicts of interest.

What Is Advice-only?

What is Advice-only Financial Planning? 


Why Choose Us?

Find out more about us and our awards.




Are you seeking to boost your financial prowess, gain peace of mind regarding your financial stability, and focus on personal growth and development? Do you desire to live a longer and better life and avoid exploitative financial practices? It's time to seize control of your finances and access professional support as needed at a fair price. Our platform offers an accessible and sensible solution to meet your needs. Regardless of where you are on life's journey, laying a solid financial foundation is paramount to designing your preferred future. Our team of experts possesses the knowledge and experience to help you transform potential obstacles into opportunities. Through advice-only financial planning, we can guide you in all facets of life, empowering you to achieve your goals confidently. Discover more about advice-only financial planning by downloading your complimentary starter pack today.



Advice-only Financial Planner is a trading style of The Academy of Life Planning Limited, registered with Companies House in England & Wales. Company number 8016568. The Academy of Life Planning is not required to be regulated by the Financial Conduct Authority and is not registered with the FCA to provide regulated financial advice. Financial Planning is not regulated under s 22 of the Financial Services and Markets Act 2000, FCA Handbook PERG 8.26.2 refers unless it is provided with a view to product distribution. Financial Planning is covered by general consumer law in the UK, including the Consumer Protection from Unfair Trading Regulations 2008 and the Consumer Protection (Amendment) Regulations 2014. We are regulated by the Competition and Markets Authority, as are all traders not classed as FCA-regulated financial services firms under s22 FSMA.  Clients of Financial Planners regulated under consumer protection regulations have a private right of action that is unavailable under FCA-regulated firms. Please contact us for further information, or request our terms and conditions.

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