?? The Weekly Waffle – Academy Town Hall Highlights November 22nd, 2024 ??

Story of the Week

?? Bridging the Gap: Financial Planning for Everyone! ??

?? Do you feel like financial advice just isn’t built for you? You’re not alone. Many believe the problem lies in an advice gap, but the real issue is a planning gap. At the Academy of Life Planning, we’re here to flip the script. With tools like HapNav, engaging workshops, and practical resources, we put YOU in control of your finances—no product sales, no pressure.?? It’s all about your goals, your plan, and your future. Let’s make financial planning simple, accessible, and all about YOU. ???? Read more. ??

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The Academy of Life Planning Limited (AoLP) offers a range of services including generic financial advice, financial education, management consulting, coaching, training, mentorship, events management, and ongoing service support.

The content on this newsletter is for informational purposes and not professional financial advice. It reflects the opinions of individual authors, based on their research, observations, and years of experience. Please note that neither the authors nor AoLP are registered investment advisers, solicitors, or licensed accounting professionals. We do not provide legal, tax, accounting, investment advice, or other professional services. Any liability for errors or omissions, or for any damage alleged to have been caused by the information on this nnewsletter, is disclaimed. Use this newsletter and its content at your own risk. We also disclaim responsibility for updating information and for third-party content, products, and services, including those accessed through hyperlinks or advertisements on this newsletter.

Our financial planning services offer generic advice and are therefore governed by general consumer law in the UK, including the Consumer Protection from Unfair Trading Regulations 2008, the Consumer Protection (Amendment) Regulations 2014, and the Digital Markets, Competition, and Consumers Act 2024. We are regulated by the Competition and Markets Authority, not the Financial Conduct Authority (FCA), because we do not provide advice relating to specific investments or carry out activities regulated under Section 22 of the Financial Services and Markets Act 2000. We do not arrange or bring about deals, make arrangements with a view to a transaction, or cause dematerialised instructions relating to any investment business. We do not advise borrowers about the liquidation of debt. Our planning services are designed as a stand-alone service. If you need financial products, you can access these directly from the market or via financial intermediaries. If you are seeking a personal recommendation for an investment product, you should consult a licensed investment adviser.

In simpler terms, we sell plans, not products.

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