top of page
alpine backdrop.jpg

Financial Planning For DIY Investors

We specialis in financial planning for DIY investors. Don't know how to DIY invest? We show you how! Plus, 90% of people 90% of the time can be their own financial planner with the right support. We provide that support for just £19 per month! In times of stress or change, you may need one-to-one personalised financial planning. We provide that too at an hourly rate of £200. First hour half price! One hour may be all you need to set you right again! Fixed fee quotes are available on request. Prices are capped! For big jobs, our fees are capped at £2,950 per annum (individuals) and £3,950 per annum couples. We work with you until the plan is complete, no matter how long that might take!

Planning My Life 3.png

Empowering Individuals

WharfWizard_illustration_of_an_intreped_explorer_of_the_1920s_i_e810a24d-7833-4481-9545-91

One-hour Zoom meeting to decide which service is right for you.

Discovery Meeting

wharfwizard_illustration_1920s_style_alpine_intrepid_explorers__30c12003-4838-43a8-a84d-10

If you are going through times of stress or change you may want the Game Plan done for you one-to-one.

The Game Plan

wharfwizard_illustration_1920s_style_alpine_intrepid_explorers__c637a7ec-9c67-4202-bc10-d0

The right support for you to control and own the placement of your own finances, with autonomy & dignity.

Generic Financial Planning Membership

alpine backdrop.jpg

FREE download

activation score.png

Financial Activation Quiz

Financial activation is the process of developing skills, habits, and confidence to manage one's finances effectively. It leads to improved outcomes, better utilisation of services, lower servicing costs, increased self-management skills, positive behaviours, and reduced financial troubles; ultimately resulting in greater financial stability and security. By prioritising financial activation, individuals can actively and knowledgeably manage their finances to achieve their goals.

Take full control of your finances.

The Academy of Life Planning offers a membership service for individuals, designed to empower them to manage their own finances with the right support. The belief is that 90% of people can handle their financial matters 90% of the time when provided with the necessary tools, resources, and guidance.

The membership service includes:

  1. Access to a comprehensive library of financial education resources, including online courses, articles, and videos, to help individuals make informed decisions about their financial well-being.

  2. A user-friendly financial planning app that connects to their bank accounts, allowing them to track their progress and stay in control of their finances.

  3. Regular updates and daily messages to help individuals stay informed about financial news and trends.

  4. A supportive community where members can share experiences, challenges, and insights with like-minded individuals.

  5. Optional check-in meetings every six months to review progress and address any concerns or questions.

 

By providing this membership service, the Academy of Life Planning enables individuals to take charge of their financial lives and cultivate independence and confidence. With the right support, most people can effectively manage their finances and achieve their financial goals.

Terms & Conditions

Download our terms and conditions. The long terms outline our proposition and provide a list of definitions.

Emma Perry

"All I can tell you is it changed my life and now I am living a dream life that I never thought was possible."

Keith Humphrey

"We went from the small player at local networking events to the main player at the largest national accountant exhibitions in just two years."

Ian Martin

"Would highly recommend as a critical value-adding, value-for-money service - transparent fixed fees in exchange for unbiased, expert and actionable advice."
bottom of page