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.

Which investment management style suits me?

Complete this profile and press the 'Next' button for answers

Please answer all questions	Strongly Agree	Somewhat Agree	Somewhat Disagree	Strongly Disagree
1. My investment manager should make me money.
2. I want to know when my investment manager wants to sell one of my investments.
3. I can't foresee needing any capital from my investments for five years.
4. If I ever lose more than a quarter of my capital in a year, I'll be really worried.
5. As long as my investments perform as well as everybody else's I'll be happy.
6. I would like to consider selling an investment when another one looks as though it will do better.
7. If I do not double my money in five years, I will find somebody that can.
8. I do not want to invest in a company that has anything to do with the arms trade.
9. I like the idea of having some 'mad money' that I can invest as I fancy, without worrying about losing it.
10. I like talking about my investment successes at parties.
11. It is important to me that I can get at all my money whenever I want to.
12. It is reasonable to suppose that share markets will grow as fast in the future as they have in the last 20 years.
13. I would rather hold on to investments that were making a loss until they regained the price that I bought them at.
14. On weekends, I read the financial pages.
15. I don't mind not making as much as I could as long as I don't have any nasty surprises.
16. I would prefer most of my share investments to be made in the share market of the country I am living in.
Please answer all questions	Strongly Agree	Somewhat Agree	Somewhat Disagree	Strongly Disagree
17. I think the current financial system is unfair.
18.It's all right if my capital varies in value, as long as my income is maintained.
19. As long as I end up with the results I want, I do not mind what my stockbroker charges.
20. If my investments values fell in a 'market crash', I could wait seven years while they recovered.
21. My investment manager should sell my investments that are moving down in value.
22. If I have to risk half my money to get really good growth, that is all right by me.
23. I expect companies to act in a way that is not harmful to society as a whole.
24. I might want to give some capital to my family in the next five years.
25. I want to be able to find out exactly what my money is worth any day I ask.
26. I am interested in doing my own investment research.
27. I do not need income from my investments.
28. I have not been able to find a good investment manager.

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Applications

Applications to use the fee-only approved logo can be made by emailing our office.