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.

Financial Planner Systems

Fee-Only Planning Ltd. supports a software system for fee-only planners. Demonstrations can be provided by making an email request.

Client Records, including client data, financial data, and attitudinal data
Service Records, including automatic timelogs, billing, and fee statement management
Investment analyses, including performance criteria, links to online research, generation of sell notices, with multi-currency
Financial Plan analyses, with client data loaded, and incorporating unique monte carlo analyses for strategy testing for individuals. Analyses are automatically saved to the clients' financial plans
Financial Plan creation, with outline Financial Plans loaded and analysed automatically, and no-limit expansion or contraction of internal pages, tabulations, indexed and with full text search provided in the compiled Financial Plan document
Client web site, with automatic data uploaded
Next Steps, for tracking the position of the implementation of a financial plan and to remind the client of the next steps, integrated into a hierarchy of Objectives - Strategies - Tactics - Action for fast decision making
Business Analyses, for reporting and maintaining margins, including client retention, client yield
Integration with Microsoft Outlook, Word, Excel and with Sage Accounts
Enquiry handling, including mail shots, contact management
Customer analysis of money profile, providing automatic analysis of suitability to become a client

Cost

15% of turnover with £5,000 p.a. minimum, and to a maximum of £20,000 p.a. Marketing and web site provided.

References

Independence Wealth Management

Customisation

Each system will be customised to your requirements and niche market. An initial blueprint will be provided for your Financial Plan design.

Suitability

This system is suitable for fee-only planning departments. The analyses provided are quick to deliver and designed with profit and the lifestyle of planners in mind.

Media Center

Press Briefing

For Advisers

ISO standard for financial planning

IMF Financial Stability report

Certified Financial Planner Board of Standards, Inc

Financial Planning Association in Europe

International planner's e-membership

Search FPA Journal

Applications

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