Support Is Proportionate, Not Permanent
You may choose supported planning when:
• A major life transition is underway
• You’re selling or restructuring a business
• Retirement timing feels uncertain
• Pension or tax decisions carry weight
• Divorce or separation requires financial clarity
• Inheritance planning feels complex
• Emotional stress is affecting judgment
• You simply want reassurance before acting
Support is not a subscription.
It is a response to complexity.
Structured, Calm, Focused
A typical session includes:
• Review of your Total Wealth Plan
• Clarification of goals and constraints
• Scenario modelling
• Risk and trade-off analysis
• Identification of blind spots
• Clear next-step summary
The session is practical and decision-focused — never product-led.
Transparent and Time-Bound
Supported planning is offered as a single, clearly defined session.
• 60-minute Zoom GAME Plan Review — £200
No retainers.
No percentage of assets.
No product commissions.
No bundled packages.
You book one session when needed.
Pricing is disclosed upfront.
There are no hidden costs.
Clear Boundaries
Supported planning does not:
• Replace regulated financial advice where it is legally required
• Sell financial products
• Take control of your assets
• Create ongoing dependency
• Commit you to future sessions
If regulated advice is required, you will be advised to seek it appropriately.
Support Is Temporary
After your session:
• You receive a clear written summary
• Recommended next steps are outlined
When clarity returns, you return to self-directed mode.
The system continues to support you.
No obligation to continue.
Delivered by Steve Conley
Supported sessions are delivered one-to-one by Steve Conley, Chartered Financial Planner and founder of the Total Wealth Plan framework.
The session focuses on:
• Structured review of your GAME Plan
• Product-neutral planning
• Human capital strategy
• Decision clarity
The role is to support thinking — not to control outcomes.
Most People Don’t Need It Most of the Time
If:
• Your goals are clear
• Your cashflow is stable
• Decisions are low-risk
• Stress is manageable
Self-directed mode is sufficient.
That is by design.
