Fee-Only Planning

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

3 Guaranteed Ways This book accompanies the first of our three briefs. The cost of the book also covers 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'.




Principal's MasterClass

Fee-only planning has no element of commission, and typically, fee-only planners will seek to avoid financial products that pay commission. This course provides a discussion of the rationale of creating a fee-only practice, and a blueprint of how to create your own fee-only practice.

The course will be held in Mount Bay in Cornwall, one of the 10 most beautiful bays in the world, and close to the beach. Wireless broadband will be available. We're planning on two two sessions a day and plenty of time for relaxing, sight-seeing, fishing, squash, tennis, swimming, whatever takes your fancy. You will : -

What qualifications do I need?

You will need to be in a position to commence your own fee-only planning practice. Often, the fee-only practice should not replace a transaction-based business, but is grown alongside it, but differentiated.

What benefit is the course to me?

Although the market is unlikely to exceed 300 firms in Britain each should be easy to market, maintain, and be highly profitable. This is your chance to own one of them.

Who are the tutors?

Rob Noble-Warren will present the course. Rob is an international financial planner, and is principal of a fee-only wealth management firm.

What does it cost?

The fee for the week-long course is £1550 [EUR 2400]. The price includes en suite room with breakfast, and one evening meal and the celebratory beach party at the end of the course. Non-participating partners cost an extra £280.

How can I join?

Apply for a place here.