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.




Site Map

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Private Brief Stage I - Optimising Your Portfolio and Pensions (book on sale at ths web site)   Sample Page

Fee-Only Portable FactFind™ - use for submitting data to any fee-only advisor

Worksheet to explore exit charges of traditional savings and pensions  Worksheet to explore annual charges on traditional savings and pensions  Questionnaire to determine best match of asset management style

Principal Masterclass

Systems support