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07850 102070

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steve@finlife.coach

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Important Information & Consumer Protection

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Total Wealth Planner™ is a trading style of The Academy of Life Planning Limited, registered in England and Wales, Company No. 08016568.

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We provide personalised financial planning, education and decision support designed to improve understanding, strengthen decision-making capability and help you plan your life and money as a whole.

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We do not provide FCA-regulated investment advice, arrange regulated investments, or recommend that you buy, sell, hold or transfer a particular regulated financial product.

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Where FCA-regulated advice or implementation is required, you should use an appropriately authorised firm. Where legal, tax, accounting or other specialist advice is needed, an appropriately qualified professional should be involved.

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Our services are subject to applicable UK consumer law. Please see our Regulatory Information, Terms & Conditions, Complaints Procedure, Privacy Notice and Cookie Policy for further information.

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