Director, Head of Financial Planning
Call: 1990 | Silk: 2010
Testimonials
David joined Fowler Drew in 2012 bringing with him 10 years of experience advising private clients on retirement and estate planning. He has a BA in Economics and Business and gained Chartered Financial Planner status in 2010. David looks after most of our existing client relationships ensuring that financial plans remain on track and modifying them to reflect both changes in client circumstances and the tax and legislative environment. In 2009 he published a guide to inheritance tax planning.
22 years of experience in wealth management, specifically focusing on private clients.
APFS; Chartered Financial Planner
APFS; Chartered Financial Planner
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