Portfolio and Pensions

Free online course for any individual, to remove excess charges and commissions

So you think you know about money?

These are the quiz questions (PDF) which the above course answers. See how many you can answer straight away.

About Us

We provide a public service through the Registry of Fee-Only Advisers™ and we seek to help four groups: -

• the public by providing impartial educational courses;

• the media by providing them with an alternative and non-aligned view of solutions for common financial problems;

• product developers by providing a professional view of the effectiveness of their product designs;

• fee-only advisers in improving public awareness of their services.

Financial Planner Systems

Fee-only planning markets and support a 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 requiremetns 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

Planner's Global Forum

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.