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'.




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Presentations for company employees

The difference between fee-only and fee-based financial advisors

The Financial Education Course Stage I - Portfolio and Pensions is available only from liks supplied in the course manual (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

Registry of Fee-Only Advisers
Planner Masterclass  Principal Masterclass

Systems support