Since its inception in 2016 the Currency Online Group has been meeting the needs of smart clients who have recognised the failings and shortcomings of ‘traditional’ exchange providers.
The Currency Online Group recognise they have a diverse range of clients however there are some traits which are shared. Smart clients seek value and desire integrity and transparency.
It is right that clients make these demands of their currency provider however we also encourage them to place the same demands on other firms which have a direct impact on their wealth and financial wellbeing.
To ensure that their wider financial needs are being looked after, we are delighted to introduce our valued Currency Online Group clients to Fowler Drew Limited, a Company offering integrated financial planning and bespoke wealth management services. A Company that we feel shares our core values.
Established in 2004 Fowler Drew Limited use established proprietary financial modelling techniques to deliver a bespoke financial management service.
Rather than charge a purely asset based fee, which generally offers very poor value for wealthier clients, advice fees are set to recognise the high proportion of costs which are independent of client wealth levels.
As a result of a fair and transparent charging structure, institutional grade investment techniques and high levels of client service Fowler Drew Limited manage in excess of £300m and are proud to boast 99% client retention.
For an initial discussion to see whether Fowler Drew Limited can assist you please call Mike Webb on:
0207 736 2434 or 07768 444609
Alternatively visit our website