David Anderson

David Anderson Email and Phone Number

Director, Head of Financial Planning at Fowler Drew @ Fowler Drew
london, greater london, united kingdom
David Anderson's Location
London, England, United Kingdom, United Kingdom
David Anderson's Contact Details

David Anderson work email

David Anderson personal email

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About David Anderson

Financial Planner for nearly 20 years, working primarily with private clients. I am a Chartered Financial Planner and specialise in helping clients fund retirement by living off capital. Head of financial planning at Fowler Drew, a chartered financial planning firm specialising in managing drawdown. Fowler Drew clients want to make the most of their money. They do this by visualising how and when it will bring most satisfaction and by identifying what outcomes would cause regret. They realise they can’t know or control the future but they want to be resilient to the uncertainty. We equip them to do this with services far more sophisticated than those offered by the widely known brands. We cater to smart individuals, including lawyers, accountants and even investment professionals, who have observed the shortcomings of more standardised approaches.Our modelling approach allows us to provide answers to your critical questions, such as: - When can I retire?- How much will I be able to spend?- How long will my money last?The questions may be the same any financial adviser claims to answer but their answers rely on crude calculations. Our planning is different. We show you the full range of potential outcomes and how this range alters as your plan inputs change. That information can then be used to reveal true risk preferences and make better trade-offs.We have a free-to-use goal planning tool on our website that helps you answer your own questions. You can see a 3-minute explanation of how The Planner works here: https://vimeo.com/462810285. You can launch The Planner here: https://planner.fowlerdrew.co.uk/prospects.Every investment decision in the customised portfolio is made with a view to achieving the outcomes you have defined as optimal for that goal, within the constraints you chose. This direct connection between plan and portfolio is unique, outside institutional investment firms, to Fowler Drew.An Independent survey revealed that what clients most commonly value about Fowler Drew is peace of mind and ease of decision-making. We have a 99% client retention rate. As well as a better investment solution, they value a fair and transparent fee structure.If you would be interested in a no-obligation initial conversation I would be more than happy to book a time in my diary. Alternatively, I am happy to answer any questions you may have here on LinkedIn. Email: david@fowlerdrew.co.ukCall me on: +44 (0)20 77362434Get your free future financial projection at https://planner.fowlerdrew.co.uk/prospects

David Anderson's Current Company Details
Fowler Drew

Fowler Drew

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Director, Head of Financial Planning at Fowler Drew
london, greater london, united kingdom
Website:
fowlerdrew.co.uk
Employees:
9
David Anderson Work Experience Details
  • Fowler Drew
    Director, Head Of Financial Planning
    Fowler Drew Jul 2012 - Present
    London, United Kingdom
  • Alexander Forbes Consultants & Actuaries Limited
    Chartered Financial Planner
    Alexander Forbes Consultants & Actuaries Limited Sep 2010 - Jul 2012
  • Focus Investment Planning Ltd
    Financial Planning Adviser
    Focus Investment Planning Ltd Jul 2009 - Dec 2009
    I provide financial planning advice to individuals and businesses. Specialisms:Retirement PlanningEstate and Tax PlanningSchool Fees PlanningInvestment Management
  • Blacktower Financial Advisers (Kingston Smith Llp)
    Financial Planning Adviser
    Blacktower Financial Advisers (Kingston Smith Llp) May 2006 - Apr 2009
  • Partridge Muir & Warren
    Financial Adviser
    Partridge Muir & Warren 2002 - 2006
  • Fidelity
    Investorline
    Fidelity 1999 - 2002
  • Department Of Trade And Industry
    Administrative Assistant
    Department Of Trade And Industry 1992 - 1995

David Anderson Skills

Retirement Planning Wealth Management Retirement Personal Finance Strategic Financial Planning Financial Planning Investments Estate Planning Pensions Investment Management Investment Advisory Inheritance Tax Planning Employee Benefits Risk Management Financial Planners Pension Funds

David Anderson Education Details

Frequently Asked Questions about David Anderson

What company does David Anderson work for?

David Anderson works for Fowler Drew

What is David Anderson's role at the current company?

David Anderson's current role is Director, Head of Financial Planning at Fowler Drew.

What is David Anderson's email address?

David Anderson's email address is an****@****s.co.uk

What schools did David Anderson attend?

David Anderson attended University Of Lincoln, Purley High School, Purley Boys.

What are some of David Anderson's interests?

David Anderson has interest in Music, Cycling, Film.

What skills is David Anderson known for?

David Anderson has skills like Retirement Planning, Wealth Management, Retirement, Personal Finance, Strategic Financial Planning, Financial Planning, Investments, Estate Planning, Pensions, Investment Management, Investment Advisory, Inheritance Tax Planning.

Who are David Anderson's colleagues?

David Anderson's colleagues are Stuart Fowler, Shameer Patel, Patricia Camarero, Sophie Barrow.

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