BA (Hons) FPFS
Fraser is a Chartered Financial Planner and joined Attivo in 2018. He is a Fellow of the Personal Finance Society (PFS), part of the Chartered Insurance Institute (CII).
Fraser holds the Advanced Diploma in Financial Planning and is a member of the Personal Finance Society (PFS), part of the Chartered Insurance Institute (CII).
Technical Excellence
All Financial Planners require a Diploma in Financial Planning to provide advice. Fraser holds both the Diploma and the Advanced Diploma in Financial Planning. To achieve Chartered status, Financial Planners must hold Advanced Papers from the CII. Fraser holds the following Advanced Financial Planning Papers:
Financial planning: Fraser builds long-term strategies that align goals, resources, and lifestyle priorities.
Pension planning: He designs retirement solutions that balance security, flexibility, and tax efficiency.
Taxation and trusts: He structures wealth to protect assets, reduce tax exposure, and support succession.
Investment planning and Business financial planning: He develops portfolios that match objectives, risk tolerance, and time horizons.
