See your financial future
With over 150 years combined experience in financial services hear from our team about what makes Fowler Drew unique
The best plan is one that gives you confidence, knowing it’s designed to deliver what you need to live the life you want. It maximises the benefits you envision for your money while remaining realistic and achievable based on your resources and your comfort with risk.
Get Started >Find out how much you need to save to achieve the retirement outcomes you need and want. This will be based on an investment strategy designed and managed uniquely to deliver your planned outcomes.
Get Started >Perhaps you are spending too little, or too much. Are you taking too much or too little risk? How much would cost savings improve my outcomes? The Planner provides the answers you need to improve your drawdown plan.
Get Started >Based on the scope and complexity of your financial situation
Independent of your asset values
VAT exempt when it’s part of setting up goal-based portfolios
0.80% on the first £3 million
0.60% on the next £4 million
0.15% on any amount over £7 million
You maintain a direct relationship with the platform
Fowler Drew can operate your accounts with limited powers
Platform charges vary based on:
The total amount you invest (larger investments often mean lower percentage fees)
The types of accounts you hold (e.g., pensions may have higher charges)
Whether you’re part of a family group (which can reduce costs)
Low-risk assets like cash and government bonds
Globally diversified stock market index trackers
New financial planning for new goals or significant changes: Flat fees similar to initial planning (VAT exempt).
Collaboration with third-party specialist advisers: Charged based on time spent (plus VAT).
Globally diversified stock market index trackers
Competitors do not typically offer fully customised goal-based portfolios with quantified outcomes or the ability to measure progress toward these outcomes.
Few genuinely integrate continuous financial planning with portfolio management or demonstrate a formal, mathematical link between portfolio and plan.
Higher costs among competitors may result from expensive underlying investment holdings or high management charges.
Book a video call
Interested in becoming a client? Book a 30-minute video call and we'll answer your questions.
Check availability
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
Email us
Just leave your name, email and a short message, and a Financial Planner will be in touch.
Check availability
Testimonials
All Insights..