Association of Non-Intermediating Financial Planners
Association of Non-Intermediating Financial Planners

We went from zero to seven-figure market-leading business-masters-finalist in under three years.

Keith H

Seven-figure entrepreneur

"In 2015, I saw a business opportunity - as every employer had to provide a pension scheme for employers by law. So did everyone else! But they were lifestyle businesses charging thousands. I wanted an equity-based business using technology to deliver a better solution for under £20 per month. Tens of thousands of companies had been set up across the UK with either workplace pensions or auto-enrolment in their title. I needed someone who knew the market to help me grow the business. Then I met Steve. Steve created a plan for WPD that made us the go to place for thousands of accountants and business owners. Over the next two years, Steve led the growth of WPD from start up to what we believe is market leader today, with recognition along the way as a finalist in Yorkshire Business Masters Awards 2017. With Steve's high profile in the industry, we went from small player at local networking events to the main player at the largest national accountant exhibitions in just two years. If I was to put a value on the business now, I'd say it was comfortably worth seven figures. With Steve's planning and business development skills, we went from zero to seven-figure market-leading business-masters-finalist in under three years." 

 

Keith H

 

Contact us

+44(0) 7850 102070

 

or

 

email: steve@aolp.co

 

“There should be a wall, between advice and products, between advice and large institutions, and between our regulators and large institutions. We need an integrity that is impeccable. Until we actually institute a way of bringing good heart, great integrity and a fiduciary relationship that is sustainable into the industry, we are going to fail. We have to make this change, and we have to make it now.”

- George Kinder, father of the financial life planning movement.

 

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