?? The Weekly Waffle – Academy Town Hall Highlights March 7th 2025 ??

Story of the Week?

?? ￡10,000 for a Chat? The FCA’s “Advice Review” Scandal

The FCA’s latest findings expose a shocking truth: so-called "advice reviews" can be nothing more than a coffee and cake catch-up—yet they still count as compliant. No checks on quality, no real assessment of value, just another box ticked. Advisers are relieved, complainants are frustrated, and the regulator seems happy to let it slide under the government’s pro-growth agenda. But under MiFID II, reviews must add real value. With 17% of clients missing out entirely and 83% receiving questionable service, is this oversight or just a smokescreen to protect industry profits? ????? Read more. ??

Steve Conley: Editor, The Weekly Waffle

?? Take Back Control: This Week in Financial Freedom

This week, we put the power back in your hands. Discover how the M-POWER Project is reshaping financial independence, uncover the missing pillar of well-being, and explore why pension tax changes could spell the end for asset-based adviser charges. Plus, we break down regulators’ failures, whether investors can time the Bitcoin market, the urgent need for a wall between advice and product, and solutions for tackling the NEETs dilemma. Stay informed, stay empowered. ????

?? [Steve is the author of ?? Your Money or Your Life]

DOWNLOAD YOUR WEEKLY WAFFLE HERE!

[The newsletter of the Academy of Life Planning.]

"Steve Conley’s transformative guidance brings clarity, purpose, and life-changing impact—highly recommended."

Feb 2025 — Andy Agathangelou Founder of the Transparency Taskforce

“I’ve known Steve Conley for years and I’ve always trusted him and rated his abilities - I think he’s great. But in recent months I have personally benefited from his tremendous skills as a facilitator, a coach, a life planner.

We have been meeting on Zoom weekly and through a remarkably effective step-by-step process Steve has helped me to put my own future plans and that of the TTF into focus.

My planning is so much better now than it ever has been - I have an even greater sense of clarity of purpose than I have ever had before; it feels great and I want others to have a chance to understand Steve’s process. ?

During one of our conversations it dawned on me that what Steve does could be particularly beneficial to people who are facing real hardship; be that financially and/or emotionally, as a direct consequence of becoming a victim.

Steve was happy to run this special meeting for TTF people so that they might get a feel for how beneficial values-based, holistic planning can be. ? ?

I am enthusiastically and unashamedly wanting to promote this event as best as I possibly can, because my instincts are that some people will find it, and any future related events that we do, helpful in a deep-down, heart and soul way. Be open minded and attend, please - I highly recommend it.”??

- Andy Agathangelou.

?? Finding Your Own Path to a Rejuvenated Sense of Purpose, Passion & Possibilities! ??

??? Tuesday, 11th March 2025

? 6:00 PM – 7:30 PM GMT

?? Live on Zoom: From The Transparency Taskforce.

?? FREE to attend – secure your place now! ?? REGISTER HERE.

?? Watch this short video of Andy explaining why this event matters here (7mins 30 secs). ?? WATCH HERE.

Best,

Steve