What we do
Fee-Only Planning provides books and self-study courses for the individual in the UK and Europe (home).
What this Book will do for you
This book accompanies the first of our three courses. The cost of the book
also covers the course of the course and marking the quiz questions.
This book will give you confidence. Second it will make your money grow faster. Third, it will reduce the fees and commissions you pay to your advisers.
About the Author
Rob Noble-Warren won the first Financial Planner of the Year competition in the UK, is one of three people to be qualified in financial planning at the CFP™ level in both the USA and the UK, and he is also a Chartered Tax Advisor with the Institute of Taxation in the UK.
Writing for the consumer magazine 'Bloomberg Money', and with a tax column in 'Real Adviser', Rob has provided a consistently high standard of work, combining writing skills with in-depth experience. Other financial planners have called him a 'purist' (and he still doesn't know what that means) and say that he is '10 years ahead of his time'.
3 Guaranteed Ways to Improve Your Portfolio and Pensions
a new book by Rob Noble-Warren intended to add £5,000 to £10,000 p.a. to your assets
read the first 10 pages...
To obtain better performance from your money there are three simple, easily accessible steps:-
(a) reduce charges. All you have to do to make your money grow faster is to remove the commission and excess annual charges (totally). In effect this is an upgrade of your money from the packaged products that 'IFA' s sell. This makes sense only if you come to believe that fund managers are not trying to make you money (and this book gives evidence, and what to do about it);
(b) choose markets that are growing. That means taking control of all your money, and making sure it is directed into those markets that are right for the 21st Century and will do well even during a recession in the UK, USA and Japan. This book explains how.
(c) get tax free growth. There are only a couple of places left to get tax free growth. This book explains why pensions and normal ISAs are no longer growing tax-free (because they pay tax on dividends), and how you can take control and direct them in areas where they will grow tax free.
Which investment style suits me best?
28 on-line questions to identify what kind of investment style you prefer, and to prepare the first draft of an investment profile for use by any asset manager.
When you answer these questions, include your opinion on your deposits, investments, property, personal pensions, assurances - everything whether or not you think a fund manager or life company is looking after it.
The questionnaire starts here.
Sample pages from the book
Who cares about management style: my fund managers take care of that
Why is my management style important?
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Applications
Applications to use the fee-only approved logo can be made by emailing our office.