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