David Anderson Email & Phone Number

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

Listed skills include Retirement Planning, Wealth Management, Retirement, Personal Finance, and 12 others.