Our Network

Planning Wise Ltd, is an accounting and tax practice registered with the globally recognised Institute of Financial Accountants.

www.ifa.org.uk



Planning Wise is proud to be part of a unique Advice-only Financial Planning network which is a trading style of the Academy of Life Planning (AOLP). www.aolp.shop


Some of the highlights of  Institute of Financial Accountants (IFA) and the Academy (AOLP) are listed below:

  • AOLP-Best Financial Adviser Support Network 2022 & Award for Outstanding Contribution to Finance 2022 - UK, Lawyer International’s – Legal 100 – 2022 – Awards.


  • AOLP-Most Pioneering Financial Planner Network Winner, at the Acquisition International Worldwide Finance awards 2022. 


  • AOLP-Twice winner of Best Financial Adviser Support Network in 2021 and 2020, at SME news Finance Awards.


  • IFA-An Internationally recognised professional accountancy membership body providing support to SMEs & SMPs


  • IFA-Part of Prestigious Institute of Public Accountants (IPA) group which is the world's largest SME-focussed group with 50,000 members in 100 countries.



  • IFA-Recognised by HM Treasury for the purposes of Money Laundering Regulations 2017/2019 and a full member of IFAC-the global accounting standard-setter and regulator.


  Be Planning Wise with your personal finances


  • We show you how to clarify your needs and create a cogent plan to meet these; we do not sell or recommend any financial products, thus eliminating product bias.


  • We take the lid off the UK financial services industry. We demystify all kinds of financial products for you and even tell you when you don’t need a product.



  • Being a registered accounting practice we are fully equipped to deal with all your accounting and tax matters.


  • We’re a one stop destination for all your accounting, tax and wealth planning issues.


  • Our professional advice and guidance on money matters enables you to make informed financial decisions by taking control of your finances-your first step towards financial freedom.


  • With professional, practical, and impartial advice we will eventually enable you to run your own show when it comes to managing personal finances.

For more details on Academy of Life Planning, please visit: www.academyoflifeplanning.com

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