ANTHONY K DREW Bcom FCII FPFS
Phone: +350 200 49750
Email: anthonydrew@efpg.net
Chartered Financial Planner
Expertise & Responsibilities
Anthony has extensive experience in all areas of financial planning having been involved in the financial services industry since 1976. Anthony joined EFPG upon moving to Spain in 2006. Formerly with a renowned firm of advisers and investment managers based in Mayfair, London and Grant Thornton in the UK, Anthony has significant in-depth knowledge, particularly in the pensions, investment and tax planning fields.
The possessor of the sought after and hard-earned designation ‘Chartered Financial Planner’, Anthony is fully qualified and experienced in dealing with all aspects of personal and company pensions, including the complex areas of pension scheme transfers and wind-ups. He also has experience as a discretionary fund manager, and holds the Investment Management Certificate of the UK Society of Investment Professionals.
As a senior member of the EFPG team, Anthony has the additional responsibility of heading up the Gibraltar Business & Owner Manager Service, EFPG’s service to corporate clients.
What Anthony says
Everyone wants financial security and for most people this is a two stage process. The first is managing away risk, or to put it more simply taking out insurance. The second is building up wealth through savings, pensions, and investments, and then – equally importantly - managing it down again when it is needed later in life to provide retirement income or it is to be passed on to successors. Some of this can be complex, but it’s immensely satisfying to be able to make a real difference to individuals and business owners in these areas.
Memberships
Personal Finance Society (Fellow)
Chartered Insurance Institute (Fellow and Council Member – Gibraltar Branch)
Little known facts about Anthony
When living in the UK, Anthony had a regular slot on BBC Local Radio commenting on the stock markets and other business matters. He used to sail on the Norfolk Broads. Now it’s the Med – when he finds time!