Drewberry is a thriving Brighton-based financial advice business dedicated to guiding its clients through every stage of their financial lives.
We have teams of advisors providing financial advice in our Brighton and London offices, all of whom are passionate about making a difference for our clients.
Drewberry was the brain child of Andrew Jenkinson and Tom Conner.
Since its launch in 2009, the Drewberry philosophy of cutting out the jargon, investing in technology that empowers our clients and delivering ‘better than best’ levels of customer service has made us one of Brighton’s fastest growing companies.
Drewberry is also a proud member of the Brighton & Hove Chamber of Commerce.
Our advisers offer a range of services from our office on Preston Road, Brighton, including:
We’ve doubled in size every year since our launch and this has helped us to attract and retain the calibre of advisers that we need to keep growing.
Today we employ more than 40 experts across the UK but the heart of our business, and the majority of our financial advisers, is still based in Brighton where it all began.
Read more!
How Financial Advice Should Be…
Going the extra mile for our clients is the cornerstone of our approach at Drewberry. We strive for excellence in everything that we do.
We passionately believe that we can help improve the lives of every client we meet, but to do this we need to look at each client’s finances in the round.
This means taking a holistic view of all your commitments, your assets and your ambitions and coming up with a set of unique recommendations that will protect what’s most important in life and help you to build the savings you’ll need to achieve your financial goals.
Providing Great Financial Advice
We never set out to sell a certain product to a certain type of person. Our focus has always been on providing the best quality advice to clients from every walk of life.
When you get the advice right, the sales take care of themselves. In 2017 alone, we placed over £1 billion worth of risk with UK insurers and we went on to place still more in 2018.
Today we have enough satisfied customers to fill the Royal Albert Hall more than twice over and more five-star reviews than any other adviser of similar size. We recently broke the 2,000 5-star reviews barrier, yet further evidence that we’re providing quality pensions advice and financial advice people need.
Meet Some of Our Clients
Whether it is helping someone set-up a life insurance policy for their mortgage or consolidating half a dozen pension schemes and putting in place actionable retirement goals we are here to improve our clients financial wellbeing.
Self-employed legal counsel explains how he put his pensions in order. Find out how Drewberry got Steve’s lost pensions working for him and his family…
Former banker Duncan had a final salary scheme from his previous job, but despite the benefits it just wasn’t suitable for his retirement needs…
Financial Services in East Sussex
We offer professional, fee-based financial planning services in Brighton to clients of all ages and all backgrounds. We offer financial advice, planning and management services to individual clients on all aspects of pensions, tax-efficient investment, protection and estate planning.
We also work closely with many SME businesses, providing professional advice and planning on all aspects of business protection, tax planning and pension administration and management.
Whether you’ve succeeded in building up your own business or creating a substantial portfolio of private wealth or even if you’re just starting out, we have the expertise and technology it takes to guide you through every aspect of your financial life.
If you’re buying a first property, planning for school or university fees, building up your pension or in need of legacy planning to ensure your hard-earned assets pass smoothly to the next generation, we can help guide you to the best outcome for your needs.
Pension Advice
Whether you’re already saving hard for retirement, wondering how to withdraw your pension assets, carefully managing a mature pension portfolio or still waiting to get started, our pension advice aims to ensure that you can retire in the style you deserve.
None of us can hope to achieve our financial ambitions – however modest they might be – without addressing the financial risks in our lives.
To most of us, losing our income through death or ill health is the single biggest risk to our financial ambitions. That’s why every review we conduct includes advice of how best to combat such risks.
Whatever your financial ambitions, we can help you frame the best investment strategy for your needs and to access a huge variety of funds and specialist investments.
Because we monitor the performance, charges and tax efficiency of all your investments, we can make a real difference to your wealth over time.
Tax Advice
Don’t let unnecessary tax take a bite from your assets.
We’re experts in all forms of tax-efficient investment – whether it’s making the most of your household’s ISA allowance, helping higher earners to recapture lost tax or planning the most efficient way to pass on your assets to the next generation.
Common Questions About Financial Advice...
Do I need Financial Advice?
Whether you would benefit from financial advice will depend on your circumstances, although generally speaking those who take financial advice and set clear goals end up wealthier than those who don’t take any advice at all.
93% of financial advice given in 2015 was suitable for clients according to the FCA, which says “the role of the financial adviser is today more important than ever“.
Research from FTSE 100 financial services firm Quilter (formerly Old Mutual) has found individuals who received pensions advice and set clear retirement goals were projected to enjoy a retirement income more than 50% greater than those who received no advice at all.
Where can I find a Financial Adviser?
There are plenty of online resources to help you find a financial adviser, but wherever you go and whichever adviser you choose, it’s essential you check your chosen adviser’s position on the FCA register.
This ensures you’re dealing with a regulated, registered firm which is employing the appropriate professionals to manage your money.
Drewberry’s entry on the FCA register can be found here.
How much does Financial Advice cost?
The cost of financial advice will vary depending on the type of advice you’re looking for and your individual needs and circumstance.
At the more complicated end of the scale you have processes such as a final salary pension transfers; these naturally cost more than the relatively simple process of setting up a new pension because of the complex work involved.
The fees we charge for financial advice at Drewberry are tailored to your needs precisely, so you know you’re not paying a generic fee and potentially handing over cash for services you might not use.
To find out more about the cost of financial advice, book a demo with us today.
Need Financial Advice in Brighton?
If you are local to Brighton and wondering whether financial planning or pension and investment advice is worth it for you, why not contact our Brighton Office on 01273646484 to find out how we can help you. You can talk to one of our advisers free of charge and with no strings attached.
Our Brighton Office
Telecom House
125-135 Preston Road
Brighton
East Sussex
BN1 6AF
Drewberry is a regulated financial adviser that helps its clients through every aspect of their financial lives. Find out how we can help you today.
Why Speak to Us?
We started Drewberry because we were tired of being treated like a number. We want to give you as our client the service you deserve when discussing matters as important as planning your financial future.
Below are just a few reasons why it makes sense to let us help:
See your financial future
Our sophisticated financial modelling technology visually maps out your financial future. Get a living financial plan that clearly shows what you can achieve depending on the decisions you make — read more here.
Achieve the retirement you deserve
Can you afford that dream round-the-world trip? Can you help your children onto the property ladder? We’ll model your goals and build your financial plan to help you achieve them.
Our expertise saves you time and provides peace of mind We take care of it all, from organising your pensions, investing your assets, managing risk and making the most of your tax allowances.
We’ve got bargaining power on our side
This allows us to negotiate better rates for you than dealing with providers yourself.
You’ll speak to a dedicated expert from start to finish
You’ll speak to a named expert with a direct phone line and email. No more call centres and machines asking you to press this and that — you’ll speak to someone who knows you.
Gain the protection of regulated advice
Our regulated advice service means you are protected. We’re responsible for the decisions we help you make. Doing it yourself or going direct to a provider doesn’t offer this protection, so you won’t benefit from these securities.