David Anderson

Director, Head of Financial Planning

Call: 1990 | Silk: 2010

david@fowlerdrew.co.uk
+44 (0) 2077362434
Meet with David
Overview

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.

Experience

22 years of experience in wealth management, specifically focusing on private clients.

Qualifications

APFS; Chartered Financial Planner

Memberships

APFS; Chartered Financial Planner

Our People
Our team
David Anderson
Director, Head of Financial Planning
Sa Lu
Director, Quantitative Strategist
Tariq Shaikh
Director, Head of Investments