Design the retirement you want
Independent retirement specialists for customised pension, tax and wealth planning
Award winning advice and support.
97%
Customer retention over the last 20 years
35%
Lower fees compared to industry average
150+
Years experience in financial markets
Our Story
Trusted advisors for solicitors and their families for more than 20 years.
We manage more than £300M in assets for discerning solicitors, through our truly personalised wealth management processes tailored to your unique needs.
By integrating high-quality financial planning with expert investment advice, we ensure your personal financial goals are met, for the duration of your retirement.
Benefit from our transparent approach, sophisticated technology, and a commitment to putting you in well-informed control.
Learn more
Focus on what’s important to you
We’ve supported some of the UKs top lawyers for the last 20 years, whatever your needs we’ve got you covered
Empowering Barristers with expert financial guidance and strategic wealth management solutions.
Barristers require tailored financial planning strategies to navigate their unique professional challenges.
Our holistic approach involves developing bespoke financial models that adapt to your career stages and personal goals, ensuring ongoing support and updates to stay aligned with changing financial landscapes and regulations.
By integrating planning and investment strategies, we help barristers optimise their finances to achieve long-term success.
Learn more
Founded by entrepreneurs, we understand how to turn your life's work into sustainable spending.
Entrepreneurs and their families often face uncertainty when it comes to post-work finances.
At Fowler Drew, we help entrepreneurs achieve high confidence in their spending plans, ensuring a stress-free retirement. Our solutions create sustainable income streams, allowing entrepreneurs to maintain their lifestyle with peace of mind and spend confidently in retirement.
Learn more
Focus on what’s important to you
We help entrepreneurs focus on growing their businesses while we manage their financial strategies
The antidote to high fees and low customisation for those with significant wealth.
Fowler Drew offers high-net-worth individuals a refreshingly transparent approach to wealth management, steering clear of industry "monkey business".
We focus on your specific goals, utilising sophisticated modeling to design personalised investment strategies for you.
With our proven track record of managing substantial assets for discerning clients, Fowler Drew delivers clarity, control, and confidence to help you achieve your desired spending outcomes in retirement
Learn more
Focus on what’s important to you
With over 20 years of experience advising high net worth individuals, we provide the clarity and confidence you need to make informed decisions.
We empower charities to achieve their goals, build donor trust, and ensure financial stability.
Charities often face unique financial challenges, from managing endowments and ensuring sustainable funding to balancing financial goals with their mission-driven objectives.
At Fowler Drew, we understand these complexities and offer tailored wealth management solutions to help charities achieve their financial goals.Our goal-based approach integrates financial planning with outcome-driven investing, ensuring that every investment decision aligns with the charity’s specific needs and objectives.
By providing clear and transparent financial modelling, we empower charities to make informed decisions, manage risk effectively, and focus on their core mission with confidence and peace of mind.
Learn more
Focus on what’s important to you
We help charities ensure their capital lasts and grows effectively to maximise their positive impact
.png)
Goal-based planning delivers high confidence retirement spending which leads to stronger advisor-client relationships and peace of mind.
Explore a simple version of our investment and spending planner to see how it works.
Then schedule a free initial meeting with one of our experts.
When we meet, our planners will spend time getting to know your financial aspirations for you and your family and input the data into our sophisticated investment model.
The model will define a fully customised investment strategy to deliver your spending goals in retirement.
Once you have designed the retirement you want, we will deploy your money to achieve your goals.
We will meet with you at least once a year to review your plan, but we are always available to discuss your needs at your convenience.
Having delivered 100% of spending outcomes within the agreed ranges over the last two decades, you can focus on living your best life after work.
Get startedTestimonials
Carl
16,August
Carl
16,August
.png)
Book a video call
Interested in becoming a client? Book a 30-minute video call and we'll answer your questions.
Check availability
.png)
Request a callback
Our Financial Planners are ready to help. Just let us know your name, number and the best time to call.
Check availability
.png)
Email us
Just leave your name, email and a short message, and a Financial Planner will be in touch.
Get in touch
Design the retirement you want
© 2024 FD
Contact us
Book your free consultation and start building the financial future you deserve.
Get in Touch