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.




The Fee-Only Portable FactFind™

This is the standard form in use by Fee-Only Planners, and is used to get to know more about you and your objectives.

Portable FactFind

The Fee-Only Portable FactFind™ is simple to complete, and provides you with feedback as to what kind of financial adviser would suit you (if any); and what type of asset manager (if you don't want to manage your own money). The FactFind asks questions about what lifestyle you are aiming for (your objectives), and helps you formulate your current plans.

Fee-only advisors who are licensed to use the Fee-Only logo work to the international practice standards of the Certified Financial Planner Board of Standards Inc., and who have no agency relationships.

You can use this form to send your data to any fee-only adviser by post or fax.

A free consultation

Or you can use the email function to send your data to Independence. Independence is one of the leading wealth managers for affluent individuals in UK and Europe. www.IndependenceWealth.eu



Fee-Only Portable FactFind™ is copyright Fee-Only Planning Ltd. 2008 www.fee-only.net