Fee-Only Planning

What we do

Fee-Only Planning Ltd. has a non-profit educational role and provides papers, books and self-study courses for the individual in the UK and Europe, and MasterClasses in Financial Planning for the practitioner and business owner.

We also provide a complete system solution for the Fee-Only firm, at a fixed annual fee for software.

About our CEO

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 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.




Principal's MasterClass

Registration request
Register your details below, please note that all fields are mandatory.
Name
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Event Date

We will contact you by email, asking for your credit card details. Confirmation of your booking will be provided by email.

Fee-Only Planning Ltd. hold copyright on the following material which will be discussed at the course: 'Fee-Only Portable Factfind™'; 'Financial Scenarios™'; 'Making Money' online educational course. Rob Noble-Warren holds copyright on 'Climate Change - changing assumptions for the next 30 years'. Financial DNA holds copyright on their money profiling system.