We offer advice-only financial planning. You can work alone, individually with the planner, or as part of a group.
We also provide general advice on financial areas not usually advised on by investment advisers, such as financial planning, wealth transfer, trust services, estate planning, tax planning, non-liquid asset management, long-term care insurance, loan and credit management, life insurance, education financing, business succession planning, real estate advice, banking services, property and casualty insurance, health insurance.
The DIY bundle is Steve Conley's book. Your Money or Your Life: Unmask the highway robbers - enjoy wealth in every area of your life (paperback, £11.99 including postage and packaging), together with four FREE e-workbooks in PDF format. The e-books are delivered to you when you register on our mailing list.
Our Starter Pack: The FREE e-books:
This is designed to accompany HapNav - The Happiness Navigator (purchased separately for £6.99 per month - available on a 30-day free trial). This unique fintech application is a user-centred lifetime net worth modeller, integrating into an open banking platform. With this, you can view your finances and see values updated in real time.
See our Case Studies to find out more.
This community-based programme tracks progress half-yearly for a monthly subscription of £49 per month with no tie-in or £495/ annum.
HapNav is purchased separately at £6.99/ month (free 30-day trial).
Includes two one-hour one-to-one video calls per annum with an advice-only financial planner.
Group coaching is done via Zoom meetings. The groups are coached monthly for 50 minutes per call (12 times a year). The meetings are recorded and are available on demand via catch-up.
Each group consists of people of all ages but with the same goal of living longer and better, a values-driven, purpose-driven life. The commitment is open-ended. Some advantages of group coaching are creating a support system, deep self-awareness, a safe environment for experiments, multiple perspectives, and passive learning. Participants focus on important goals and the best way to achieve them.
The Done-with-you service offers a wide variety of live video meetings, documents, recordings, tips and tools, social media groups and pages, a materials library, and a back catalogue of videos,
podcasts, and blog posts on all your internet-connected devices.
You can watch as much as you want, whenever possible, without a single advert – all for one low monthly price. There's always something new to discover, and we add new content every week!
Importantly there is an unlimited e-mail query service. You send an e-mail to email@example.com, and we will get back to you with an answer within two working days.
Membership is flexible. There are no annoying commitments. You can easily cancel your account by email. There are no cancellation fees – start or stop your account anytime.
If you stop your HapNav account and wish to start it again, you will need to use a new email address on HapNav.
You can join us digitally in the safety of your own home, wherever you live globally, and we share content digitally and by Zoom video telephony systems. We will help you make informed choices, adjust your plans as your circumstances change and help you to feel more relaxed and secure with advice-only financial planning.
Our clients can track progress 24/7 with our unique wealth app, HapNav - the Happiness Navigator. It is the market's first end-user financial planning application with an open banking application. We bring greater peace of mind just where and when you need it most.
We tailor our approach to your individual needs and goals.
Sessions are based on a continual process of financial assessment, goal setting, action steps and back to financial assessment. You work with an advice-only financial planner on a one-on-one/ two-on-one basis for couples planning.
Individual planning takes place online via Zoom Meetings. You can do it in the comfort of your home, office or any quiet place you prefer.
Individual sessions are ideal over two hours, regular working hours during the weekday, held fortnightly over six sessions.
We’ve found that these frequencies allow us to properly track and support the realisation of your plans.
The commitment is periodic; you repeat the process whenever you find yourself at a crossroads on your life journey.
In between Done-for-you sessions, you dial down to done-with-you, or done-by-you services, as appropriate. This ensures you only pay for the services you need.
We provide notes, transcripts and recordings of sessions, plus a final report. We call the result the Game Plan. The set fee is £2,950 (£3,950 for couples).
In addition, one-off tailored projects can be provided at our hourly rate of £200. Fixed price quotes are available on request.
Advice-only Financial Planner
9 Franklin Way
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