Fee-Only Planning

Portfolio and Pensions

Free online course for any individual, to remove excess charges and commissions

So you think you know about money?

These are the quiz questions (PDF) which the above course answers. See how many you can answer straight away.

About Us

We provide a public service through the Registry of Fee-Only Advisers™ and we seek to help four groups: -




How to remove excess commissions on your portfolio and pensions

This educational course will teach you how to remove excess commissions and annual charges on your portfolio and pensions.

Customers have said that they wished they 'knew this information 30 years ago'. Customers have said they take between six and ten hours to complete the 50 pages, and answer the quiz. There is a clear money benefit to the course - for an average person with £300,000 to £600,000 in investments and pensions, customers are typically £5,000 - 10,000 per year better off in removed charges. But there is also improved confidence, better asset allocation, and a clearer understanding of what lies ahead.  

This is not a guide to discount commissions: we aim to remove commissions for advice and reduce annual charges. We have included real time links to allow you to verify our statements.

The course teaches you everything you need to know to take control, and how to develop your own strategies for your investments and pensions. This is the first course in a series of three, the other two of which deal with 'achieving the lifestyle' and 'legacy'.

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Who is this course suitable for?

People who want to know what to do about their money will do the course. People who do not will not start. Those who have £250,000+ in their portfolio and pensions can expect to remove £5,000+ p.a. in commission and charges: and end up with direct control over all their assets.

Learn more about the course