Fee-Only Planning

Portfolio and Pensions

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

About Us

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

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The non-aligned line on everything to do with money.




The Registry of Fee-Only Advisers™

All the advisers on the Registry either work entirely without commission, or will do so on request. There are advisers for comprehensive financial planning, asset management, tax, legal, mortgage and assurance broking, cross-border - eveything you might need of a financial nature.

Firms that never receive any commission of any kind, and who verify that they work to the CFP Board of Standards' Practice Standards, are granted a two year license to use the Fee-Only mark.

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We provide a certification of a standard for firms in their work with the general public by way of a renewable license to use this logo. We inspect their accounts to ensure they are remunerated only from clients by way of fees, and we inspect a sample of their work to ensure conformation with international planning standards.

Planner's MasterClass

We provide a week-long residential masterclass for financial planners who are seeking to master the techniques of delivering long term service to a constant client base without transaction commission.

Principal's MasterClass

For those organisations that wish to create a capacity to deliver fee-only advice for private clients, incorporating comprehensive financial planning, tax and asset management, this course provides a complete how-to manual.