Award winning advice and support.
97%
customer retention over the last 20 years
100%
of clients achieved their spending target
140 years
experience in financial markets
Our Story
Stuart Fowler's journey to founding Fowler Drew in 2004 was driven by a personal quest for a wealth management firm that aligned with the principles he had embraced during his career as an institutional fund manager.
After decades of managing assets for governments and affluent families, Stuart found himself searching for a firm that could invest his accumulated wealth using the ethical and quantitative methods he valued. Frustrated by the lack of options, he decided to create a firm that would not only manage his wealth according to these principles but also help others seeking similar solutions.
Inspired by his 2002 book, "No Monkey Business: What Investors Need to Know and Why," which highlighted the shortcomings of traditional investment services, Stuart established Fowler Drew to prioritise client interests over profits. The firm embodies a commitment to transparency, ethical practices, and goal-based investing, ensuring that every decision is made with the client's best interests at heart. Today, Fowler Drew stands as a trusted partner for individuals and families looking for responsible and effective wealth management solutions.
Our methodology has a proven track record, delivering 100% of agreed client outcomes over the last twenty years. This success stems from our commitment to precision and adaptability. By integrating all aspects of your financial life, from spending needs to investment strategies, we ensure that every resource is optimally deployed to achieve your goals.
Unlike conventional approaches, Fowler Drew focuses on clarity and confidence, turning abstract financial targets into actionable, measurable plans. With tailored strategies and a commitment to your success, we help you navigate life’s complexities while staying firmly on track to meet your aspirations.
Our approach goes beyond traditional wealth management. We focus on integrating all your financial resources, using predictive modelling to align your assets with your obligations. This ensures every investment decision contributes directly to your objectives, reducing risks while optimising returns.
Fowler Drew’s innovative LDI strategies are designed to mitigate volatility, provide predictable outcomes, and adapt to your changing circumstances. Whether safeguarding your financial commitments or planning for future aspirations, our bespoke solutions help you achieve stability, confidence, and lasting success.
Our approach goes beyond simply minimising tax liabilities. From personalised annual housekeeping to proactive adjustments for legislative changes, we ensure every financial decision is optimised for tax efficiency. Whether navigating complex asset structures or cross-border tax scenarios, we provide clarity and confidence in managing your wealth.
With a focus on sustainable results, Fowler Drew’s comprehensive tax planning ensures your wealth works harder for you. From optimising allowances to addressing multi-jurisdictional challenges, our strategies are designed to adapt to your needs, keeping you ahead in a constantly evolving tax landscape.
With over 20 years of experience, we use advanced financial modelling to create tailored, adaptable plans. These plans account for your unique circumstances, incorporating tax considerations, inflation effects, and potential future scenarios to maximise your after-tax spending power and safeguard your resources.
Whether you're planning for retirement, managing a settlement, or addressing other financial goals, our holistic approach ensures your capital is optimised to meet your needs. Fowler Drew’s strategies are designed to offer security, flexibility, and confidence at every stage of life
Our innovative approach includes tailored strategies for sustainable gifting, intergenerational risk-sharing, and efficient resource allocation. Whether creating dedicated portfolios for your beneficiaries or integrating flexible gifting plans, we ensure every decision supports your values and leaves a lasting impact.
With over two decades of expertise, Fowler Drew combines goal-based planning with advanced financial tools to provide clarity and confidence. From managing inheritance tax to ensuring intergenerational security, we’re here to help you build a legacy that benefits those you care about most, now and for generations to come.
For the last 20 years we’ve advised some of the top lawyers in the UK
Goal-Based Planning
We define your goals and craft a plan to achieve them—whether retiring early, funding education, or building a legacy—with a proven track record of success.
Tax Efficient Structuring
Maximise tax relief through expert advice on pensions, business structuring, and more, ensuring your wealth grows effectively.
Cash Flow Planning
Our tailored cash flow models clarify your financial future, answering key questions like when you can retire and how much you can spend now and later.
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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
We specialise in helping barristers manage their unique financial challenges
Cash Flow Planning for Fluctuating Income
We provide clarity and stability for variable incomes, helping barristers budget effectively, manage income peaks and troughs, and plan confidently for the future.
Tax Planning for Self-Employed Professionals
From payments on account to pension tax relief, we optimise your tax plan to minimise liabilities and maximise savings, staying ahead of tax changes.
Tailored Goal-Based Financial Planning
We define your goals—like buying chambers or funding education—and create a customised plan to align your finances with your ambitions, keeping you on track.
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we support entrepreneurs at every stage of their journey. Whether you’re launching a start-up, scaling your business, or preparing for an exit
Integrated Financial Planning
We align your business and personal finances, optimising cash flow and investments to efficiently manage your wealth now and in the future.
Exit and Succession Planning
We prepare you for a successful exit, maximising business value and securing your financial future with tailored tax, investment, and legacy strategies.
Tax-Efficient Strategies
We tackle tax challenges for entrepreneurs, creating solutions to maximise profitability and protect personal wealth through smart structuring and allowances.
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Focus on what’s important to you
We help entrepreneurs focus on growing their businesses while we manage their financial strategies
we understand the complexities of managing significant wealth.
Tailored Wealth Management
We design bespoke strategies that align with your unique goals and values, ensuring your assets are optimised to achieve your objectives.
Tax Efficiency and Wealth Protection
We simplify complex tax challenges, offering expert advice on inheritance tax, asset protection, and tax-efficient investments to secure your wealth.
Legacy and Succession Planning
Our strategic estate planning helps you preserve your wealth and minimise tax, ensuring your assets are passed on according to your wishes.
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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.
With large amounts of capital to manage and the need to balance immediate impact with long-term sustainability.
Sustainable Cash Flow Managemen
We create tailored strategies to stabilise fluctuating funding, balancing operational needs with growth to ensure your charity always has the resources it requires.
Optimised Investment Strategies
Our ethical investment plans align with your charity’s objectives, delivering consistent returns to grow capital and sustain your mission effectively.
Long-Term Planning for Maximum Impact
We help charities preserve and grow capital sustainably, offering endowment management and risk mitigation for financial clarity and trustee confidence.
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Focus on what’s important to you
We help charities ensure their capital lasts and grows effectively to maximise their positive impact
Goal-Based investing
Our own systematic method that’s allowed us to retain 99% of clients over the last 20 years.
Use our free drawdown planner to discover the value of goal-based investing. Once you’ve created a simple plan, you can schedule a complimentary session with one of our team to develop your full plan.
We’ll build your model so you’re in the best position to achieve what you want regardless of what happens in the markets
We’ll monitor markets and update your portfolio whenever required to ensure you remain on track
You can have peace of mind knowing we've delivered 100% of clients agreed outcomes over the last twenty years.
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