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A focused Zoom conversation for when a financial decision feels complex or uncertain.

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Important Information & Disclaimer

 

Total Wealth Planner™ is a trading style of The Academy of Life Planning Limited, registered in England and Wales (Company No. 8016568).

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We provide educational financial planning support, not regulated financial advice. We are not authorised or regulated by the Financial Conduct Authority (FCA) and do not recommend or advise on specific regulated financial products.

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Our services are designed to help individuals improve understanding, decision-making capability, and life-first financial planning, in line with UK law including the Financial Services and Markets Act 2000 and FCA guidance (PERG 8.26.2).

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Consumer protections apply under UK law, including the Consumer Protection from Unfair Trading Regulations 2008, the Consumer Protection (Amendment) Regulations 2014, and the Digital Markets, Competition and Consumers Act 2024.

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If you require a personal recommendation on a specific regulated financial product, you should consult an FCA-authorised financial adviser.

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