Structured training
LifeWise Academy takes you from first principles to your first client conversation, with consultation frameworks, document templates and ongoing technical updates.
Make a meaningful difference.
Build a rewarding future.
A new profession, built around families
Help families get
their affairs in order.
Build a meaningful local business around a need every family shares.
Most people know they should make a will, set up powers of attorney, record their wishes and organise their important documents. Most of them put it off, because they do not know where to start or who to trust. LifeWise trains and supports Life Planners to be that person.
Recruiting Life Planners across England and Wales.
The gap is not awareness. It is action.
Families are not short of information. They are short of someone who will sit down with them, work out what actually needs doing, and stay with them while it gets done. That is the job.
Around half
of UK adults have no will in place, and the figure is higher under 55.
Rising
numbers of registered powers of attorney year on year, as awareness grows.
Every family
faces this eventually. The question is only whether they were prepared.
Figures are indicative of the wider market and are not a forecast of any individual planner's results.
The role
You are the guide, not the specialist.
You do not need to be a solicitor, an accountant or a financial adviser. Your job is to understand a family's situation, build a clear plan, and connect them with properly qualified professionals when regulated advice is needed.
Listen
A structured first conversation that maps the family, the assets, the wishes and the worries.
Plan
A written Life Plan showing what is in place, what is missing and what order to tackle it in.
Connect
Introductions to vetted will writers, solicitors, financial advisers and probate specialists.
Review
An annual check as circumstances change, which is where the long-term relationship lives.
Be the calm in the complexity.
Income potential
More than one way to earn.
A LifeWise business is not built on a single transaction. Planners can earn from the first consultation, from ongoing membership and review services, from practical help organising a family's records, and from introductions to trusted providers.
- Initial consultations and personalised Life Planning programmes
- Annual reviews and ongoing membership services
- Practical help organising records, wishes and family information
- Support with later-life planning and downsizing transitions
- Introductions to trusted providers of wills, LPAs, financial planning and probate
- Workshops, talks and community events
You are not starting from scratch
Your business, supported by LifeWise.
Tools and technology
Planning software, client records, scheduling, document storage and a marketing system, all provided and maintained so you are not stitching together your own stack.
A community
You join a network of Life Planners sharing cases, referrals and good practice. Selected local territories may be offered so you can build a clear presence.
A meaningful business.
A brighter tomorrow.
Help people plan today, give their families peace of mind tomorrow, and build a business you can be proud of.
- PeopleWork that puts families first
- PurposeGenuinely useful, genuinely needed
- OpportunityA profession in its early days
- Long-term impactRelationships, not transactions
Ready to explore the opportunity?
Apply to become a LifeWise Life Planner, or book a no-obligation information call to ask everything you want to ask first.