Maximise potential: streamlined financial strategies.

Empowerment through generic advice: liberating the underserved majority with professional support.

FREE Download

Kickstart Challenge: Streamlined financial planning templates, interactive workbook, exclusive mailing list, and access to the Live Longer Better Facebook Community.

£19 per month

Additionally, enjoy access to HapNav's cash flow planning tool, MoneyFitt's comprehensive financial education library, unlimited email Q&A service, and an informative book.


£49 per month

In addition to all the benefits of the £19 per month package, enjoy a biannual one-hour consultation with a financial planning specialist via Zoom.



Financial Planning Without The Financial Adviser!

Join us as we strive to uplift the overlooked majority, often underserved and taken advantage of by the financial services industry. It's time to eliminate unnecessary intermediaries and take hold of your financial destiny. Equipped with our advanced financial management tools and steadfast support, we aim to empower the independent, tech-driven generations to transform their approach to finance. Welcome to a new era of financial freedom, and say farewell to the outdated norms.

Championing the United Nations' 2030 Agenda, specifically Sustainable Development Goal #1: Striving to eradicate poverty in all its manifestations globally.

With our approach, you can reduce your financial advisory fees by up to 60%, based on an investment of £250k with continuous advisory services.

Your personalised financial planning app and comprehensive educational library readily available with support whenever required.


Are you prepared to seize control of your financial future? Our platform enables you to make informed monetary decisions, facilitating financial independence and security. Armed with our pragmatic tools and expert advice, you can confidently map out your future and optimize your wealth. We firmly believe that financial success is attainable by all, and we're dedicated to providing you with the necessary resources and support to actualise this. Taking charge of your finances can yield substantial cost savings. Embark on your journey towards financial empowerment today and unleash your untapped potential!


Download our FREE starter pack to sketch your future financial obligations. Recognise your income-generating assets and learn how to maximize their potential.


Sign up for a FREE 30-day trial of HapNav - our comprehensive lifetime cash flow modelling application, incorporating open banking features.


“The best investment you can make is in yourself… The more you learn, the more you earn… if you’ve got talents, no one can take them from you.” – Warren Buffet.



“The best investments you ever make are investments in yourself – and your education. Those investments always pay big dividends.” – Donald Trump.


“Investing in yourself is the best investment you will ever make. It will not only improve your life, it will improve the lives of all those around you.” – Robin S. Sharma.




Be interested in, responsible for, and commited to improving your finances. Action oriented, with a sense of agency.


Be knowledgeable on financial matters, confident in managing money, and digitally included with your finances.


Know and grow the skills to withstand shocks, physically, mentally, emotionally, spiritually, and financially.

Manage Your Finances Confidently With The Appropriate Backing


While it's true that many wealthy individuals employ financial advisors to oversee their assets, often at a considerable expense, you don't have to follow the same path. Our platform equips you with the essential tools and expertise to become your own financial steward. Our primary aim is to empower you to assume control of your financial journey, fostering self-reliance and confidence. In moments of doubt or complexity, our dedicated support is available to allay your concerns and provide the necessary guidance. By taking the reins of your financial affairs, you can bypass hefty fees and foster robust financial security. Try our fast, free quiz by clicking the button below to evaluate your financial acumen and uncover opportunities for enhancement.

Take Control Of Your Finances With Our FREE Starter Pack!

A financial plan is essential to ensure your money lasts as long as you do. At Generic Financial Planning, we fundamentally believe you can craft your own financial plan with the appropriate guidance. Get started by downloading your free starter pack.



Here, You Are The Planner, We Are Your Support Team.

Both the book and personal coaching are optional to keep costs minimal and facilitate immediate commencement. Start with the DIY Set Up; the community and coaching elements can be incorporated later. Adjust the level of support as per your requirements. And the best part? We don't peddle products!

A staggering 95% of households lack adequate services. We aim to augment the percentage of the population with access to financial planning, in alignment with Target 1.4.1 of the United Nations Sustainable Development Goals as part of the 2030 Agenda.

Where's The Best Place To Find A Helping Hand You Can Trust?


Have you considered that managing your finances is a crucial life skill? Recognising this importance, we provide our platform to aid you in honing your financial acumen. The beauty is that you can accomplish this autonomously, relying on our assistance and guidance only when required. From tax strategizing to insurance and university savings, we offer wide-ranging advice and resources, enabling you to traverse the financial realm without the steep expenses of professional advisers. We uphold the belief that anyone can master financial management given the right tools and support. Hence, take control of your financial destiny and begin your financial independence journey. Subscribe to our mailing list and receive a complimentary starter pack to set you off on your voyage. Remember, the most reliable helping hand you can find is at the end of your own arm.


What Is Generic?

What is Generic Financial Planning? 


Why Choose Us?

Find out more about us and our awards.


Your generic financial planner serves as your professional ally, personal guide, and financial sentinel, aligning with your interests and shielding you from potential conflicts.


Generic Financial Planning is a trading style of The Academy of Life Planning Limited, registered with Companies House in England & Wales. Company number 8016568. The Academy of Life Planning is not required to be regulated by the Financial Conduct Authority and is not registered with the FCA to provide regulated financial advice. Financial Planning is not regulated under Section 22 of the Financial Services and Markets Act 2000, FCA Handbook PERG 8.26.2 refers unless it is provided with a view to product distribution. Financial Planning is covered by general consumer law in the UK, including the Consumer Protection from Unfair Trading Regulations 2008 and the Consumer Protection (Amendment) Regulations 2014. We are regulated by the Competition and Markets Authority, as are all traders not classed as FCA-regulated financial services firms under  Section 22 FSMA.  Clients of Financial Planners regulated under consumer protection regulations have a private right of action that is unavailable under FCA-regulated firms. Please contact us for further information, or request our terms and conditions.

Print | Sitemap
© Advice-only Financial Planner 2023.