Pure Financial Planning, Without Financial Intermediation

Selling Plans, Not Products

A financial planner should not also be a financial intermediary, if they are to ensure that they can always act in their client's best interest.

Book Your 30-Minute Consultation

For your 30-minute consultation to discuss your financial planning requirements, please order via our AoLP Shop. The price is £49.99. Place your order today and we will contact you within two-working-days to arrange an appointment at a time that is convenient for you. 

 

Lifetime Cash-Flow Forecast

We specialise in 'what-if' scenario planning to eliminate cash shortfalls based on your preferred lifestyle and preferences.

Generic Advice

We offer expert, impartial, financial guidance with ideas to help you deliver fast, high quality results.

Financial Education

Learn how to confidently manage your own finances from our highly skilled team of experienced professionals.

Offered Digitally To Your Home, Anytime, Anywhere.

Financial Planning Expertise

From placing your best interests first to building longer-lasting relationships, we use our expertise, experience and professionalism to help you achieve more from your financial plan.

About Our Financial Planners

Steve Conley was the highest ranking investment professional in the retail banks of HSBC, RBS Group and Santander. Since 2012, he has used that knowhow to campaign for greater transparency in financial markets and deliver better outcomes for his clients.

Book Your Free Discovery Meeting via Contact Us

Latest News

Steve Conley was awarded the Transparency Trophy of the Transparency Taskforce: a campaigning community aiming to improve trust and confidence in the financial services industry. The award recognises Steve's tireless contribution to improving integrity and transparency in global markets.

Integrity - Transparency - Impartiality

 

“There should be a wall, between advice and products, between advice and large institutions, and between our regulators and large institutions. We need an integrity that is impeccable. Until we actually institute a way of bringing good heart, great integrity and a fiduciary relationship that is sustainable into the industry, we are going to fail. We have to make this change, and we have to make it now.”

- George Kinder, father of the financial life planning movement.

Who we are

Financial planning without the financial intermediation

Steve Conley

A financial planner shouldn't be a financial intermediary; so that the client can be assured that we act in their best interest, without conflict or hidden agenda.

What we do

We cut through the jargon and opacity to provide honest, impartial, expert and straightforward financial planning tailored to your needs and values.

Why we do it

Proper financial planning adds far greater value to a client than wealth management services. Providing education and guidance delivers better outcomes for our clients.

We are available all times of day to suit you

Contact Us

Values Based Adviser

c/o The Academy of Life Planning Limited

9 Franklin Way

Spilsby

Lincolnshire

PE23 5GG

 

PRIVACY POLICY : TERMS & CONDITIONS

 

 

Values Based Adviser is faith neutral and faith friendly. We work in a respectful and sensitive way with different values and perspectives. Our approach is people-centric, rather than money-centric, and is respectful of diversity. Information provided on this website is general in nature and does not constitute financial advice. Please see our disclaimer for more details. For further information please contact us . Values Based Adviser is a trading style of The Academy of Life Planning Limited (AoLP) Company Registration Number: 8016568. Registered in England. Registered Office: 9 Franklin Way, Spilsby, Lincolnshire PE23 5GG. AoLP provides generic andvice and financial education. We do not provide financial intermediation services and are not therefore registered as a financial intermediary with the Financial Conduct Authority (FCA).

 

 

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© Academy of Life Planning Limited 2012