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  7. Allonby + Partners

Allonby + Partners

Independent Financial Adviser  10 Orange Street, Greater London, London, WC2H 7DQ
First meeting at adviser's own cost
We don't sell products, we provide trusted advice.
We can advise you on
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Offshore investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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EEA
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Rest of world
Make an enquiry Request a call back Recommend to a friend
Response rating
9.0/10
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FCA authorised
Last authorised 18th January 2021
Meet our advisers
Fraser Allonby
Director

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

This qualification enables professional advisers to develop specialist planning capabilities, covers topics like: personal tax and trust, business financial, pension and investment planning.

Accreditations
Chartered Financial Planner
Alex Dunn
Investment Director

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Tom Colla
Investment Director
Ben Molineux
Investment Director
About us

Fraser Allonby established Allonby + Partners in 2016.

Having previously established a private client investment advisory business for multinational professional services network, PwC, Fraser has a wealth of experience in advising clients from different backgrounds at pivotal moments of their lives.

As you may expect we have a deep understanding of the technical rules and how to apply them. We advise a range of wealthy individuals and families on how to plan and invest for the future.

Our services

Our clients trust us with very personal thoughts about their family, financial objectives and concerns and we believe the only way to treat these confidences with due respect is to act as independent advisers, putting our clients first.

We believe Allonby + Partners stands out because we are cynical of the industry in which we operate. We don't approach clients with our own agenda, or a range of products to sell. We won't try and be clever with your money.

Our objective is to have long-term relationships with our clients to provide continuity and trusted, independent advice

Where to find us
Head office address: 10 Orange Street, Greater London, London, WC2H 7DQ
Preferred clients
Minimum wealth (income/assets)
£1,000,000
Minimum pension value
£1,000,000
Minimum mortgage value
£0
Special offers
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Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
  • icons
    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
9.0/10
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FCA authorised
Last authorised 18th January 2021

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