Fee-Only Planning

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: -




Financial Planner Systems

Fee-only planning markets and support a system for fee-only planners. Demonstrations can be provided by making an email request.

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.