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Getting Financial Advice in London

Drewberry is a thriving London-based financial advice business dedicated to guiding its clients through every stage of their financial lives.

Pensions Advice in London

We have teams of advisors providing financial advice in our London and Brighton offices, all of whom are passionate about making a difference for our clients.

Learn more about Drewberry here →

How Financial Advice Should Be…

Since launching in 2009, the Drewberry philosophy has been to cut jargon, invest in technology that empowers our clients and deliver ‘better than best’ levels of customer service when acting as their financial planners.

We’ve built technology into our financial advice process from the outset rather than trying to retrofit a creaking legacy system with the latest bells and whistles.

By coupling market leading technology with expert advisers we are able to provide a 5 star service to our clients and ensure individuals and business throughout the UK are getting the quality of financial advice they deserve.

At Drewberry we’re all about handing you the reins to your own finances, whether that’s working with you to protect what you’ve already got or helping you start building your nest egg for the future.

Our advisers offer a range of services from our London based office, including:

tom conner      samantha haffenden-angear      Sam Barr-Worsfold

Meet Our Team →

What's Your Financial Plan?
Take Control Of Your Financial Future

Financial Advice in London, Brighton and Beyond…

Drewberry’s ethos is that every client deserves the best financial advice we can give them. We may be a London financial adviser in terms of our address, but we use our Brighton and London offices as hubs with a far wider reach.

Through our expert advice we aim to put clients across the UK in charge of their finances, making sure they’re always in the driving seat.

Financial Advice wherever you are in the UK

Thanks to the technology our Brighton and London financial advisers have at their fingertips, they can offer our customers access to the best advice no matter where they are in the country.

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.

Dentist Rajpreet Drills Into Income Protection

Dentist Rajpreet Drills Into Income Protection

Find out why dentist Rajpreet turned to Income Protection Insurance to safeguard his financial future…


Lawyer Steven Pension Consolidation Advice

Pension transfer advice unearths buried treasure for leading lawyer

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…


Ytron Quadro Business Health Insurance Advice

Thriving Family Firm Nurses Its Group Medical Insurance Back to Health

Read the story of Alison Bradley and her successful family-run engineering distribution firm, Ytron-Quadro….


Paul's Pension Advice

Turning Paul’s 5 Pension Pots into a Single Retirement Plan

Former IT project manager Paul had three main pension assets when he came to Drewberry. This is the story of how we got them all working for him…


Bikmo Keyman Insurance Advice

Why Bikmo Opted for Key Person Insurance

A case study detailing the success of cycle insurance company Bikmo and why they felt Keyman Insurance was important…


Duncan's Final Salary Pension Advice

Why Former Banker Duncan Transferred His Final Salary Pension

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…

Our Recipe for Offering the Best Financial Advice

At Drewberry, we don’t do generic advice. Our focus has always been on treating you as an individual from the outset, finding out what your needs are and aiming to provide a solution and financial advice that works for you as a person, not a customer reference number.

It doesn’t matter who you are or what you need. Our financial advisers are here to help clients from all walks of life.

pension advice increases retirement income

In 2015 alone, Drewberry placed over £1 billion worth of risk with UK insurers and we went on to place still more in 2016.

Today, we have enough satisfied customers to fill the Royal Albert Hall more than twice over. What’s more, we’re proud to say that our dedication to customer service has result in Drewberry’s five-star reviews outnumbering those of any other financial adviser of similar size.

Read our client reviews here

Our Financial Services in London

At Drewberry, we offer professional, fee-based financial planning services from expert financial advisers in London. We offer financial advice, financial planning and money management services to individual clients on all aspects of pensions, tax-efficient investments, protection and estate planning.

We also work closely with large numbers of smaller companies in London and beyond, offering our professional financial advice services in the areas of business protection, SME tax planning advice, and advice on pension administration and management.

If you’re looking for financial advice as a first-time buyer, if you’re planning for school or university fees, need financial guidance on building up your pension, or you need advice on legacy planning to ensure the smooth inheritance of your hard-earned assets, we can help you find the best solution that meets your needs.

Pensions Advice

Pension Advice

The main question we ask our clients is this: What are your retirement goals? Whether you’re already saving for retirement, looking for pension transfer advice, managing a mature pension portfolio, or need one of our London financial advisers to help get you started on saving for the future, our pensions advice services aim to let you retire in style.


Income Protection

Insurance Advice

There are many financial risks in our lives that can get in the way of us achieving our financial ambitions. Severe risks, such as losing our income due to death or poor health, can place harsh limitations on what we can do with our money.
That’s why every review we conduct will include expert advice on how you can combat these risks and our professional insurance advisers in London can help you find a product that’s right for you.


Investment Advice

Investment Advice

Whatever your financial ambitions, we will offer you investment advice to help you frame the best strategy for your needs. We also offer access a huge variety of funds and specialist investments and will monitor the performance, charges and tax efficiency of all your investments, meaning we can make a real difference to your wealth over time.


Income protection

Tax Advice

Don’t let yourself fall victim to unnecessary tax. We’re experts in offering all forms of tax-efficient investment advice – whether you want to make the most of your household’s tax allowances, recapture lost tax, or need some inheritance planning advice to help you find the most efficient way to pass on your assets.

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Common Questions About Financial Advice...

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    Need Financial Advice in London?

    If you are based in or around London and wondering whether financial planning or pension and investment advice is worth it for you, why not contact our London Office on 02084327333 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 London Office

    Drewberry
    Millennium Bridge House
    2 Lambeth Hill
    London
    EC4V 4GG

    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.

    Your Financial Plan: Build A Better Future

    A good financial plan can help you make the right decisions when it comes to your finances. Make the right decisions today to build a more prosperous future.

    Good financial planning with clear goals can increase your retirement income by as much as 53%. Old Mutual Redefining Retirement Survey

    Why Speak to Us…

    We started Drewberry because we were tired of being treated like a number and not getting the service we all deserve when it comes to things as important as planning our finances. Below are just a few reasons why it makes sense to let us help.

    • See your financial future
      We use sophisticated financial modelling technology to visually show you your financial future. A living financial plan where you can clearly see what you can achieve depending on the decisions you make – read more
    • Achieve the retirement you deserve
      Can 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
      Organising your pensions, investing your assets, managing risk and making the most of your tax allowances is all taken care of as part of your financial plan.
    • 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 will speak to a named expert with a direct telephone and email. No more automated machines and no more being sent from pillar to post – you’ll have someone to speak to who knows you.
    • Benefit from our 5-star service
      We pride ourselves on providing a 5-star service, as can be seen from our 2386 and growing independent client reviews rating us at 4.92 / 5.
    • Gain the protection of regulated advice
      You are protected. Where we provide a regulated advice service we are responsible for the decisions we help you make. Doing it yourself or going direct to a provider won’t provide this protection, so you won’t benefit from these securities.
    Our Services & Tools

    Your Financial Plan

    Who Are Drewberry?

    Our purpose is simple: Improve your financial wellbeing. We use technology to bring your financial future to life and provide a visual plan of where you are today, where you want to go and what's necessary to achieve this.

    📥 Financial Plan Brochure

    Pension Pot Calculator

    Pension Pot Calculator

    How much will your pension be worth when you retire? Use our Pension Calculator to work it out and get a free copy of our Guide to a Richer Retirement.

    • £
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    Discuss your results with our experts
    Receive our Guide to a Richer Retirement

    Pension Drawdown Calculator

    Pension Drawdown Calculator

    When will your income drawdown pension run out? Enter the anticipated size of your pension pot at retirement and follow these easy steps to calculate how long your pension will last.

    • £
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    Discuss your results with our experts
    Receive Our Making Sense of Pension Income Drawdown guide

    Final Salary Calculator

    Final Salary Pensions Transfer Calculator

    Find out how much your final salary pension might be worth in today's money if you considered accepting a cash equivalent transfer value from your scheme.

    • £
    Discuss your results with our Pension Experts
    Receive Our 2020 Guide to Final Salary Transfers

    Bood Demo

    Book Your Financial Planning Demo

    Book a demonstration to see how our experts use advanced financial modelling software to maximise our clients financial wellbeing and keep them on track for the future they deserve 🤓

    Calendar
    Contact Us
    Head Office & Pensions and Investments
    Millennium Bridge House
    2 Lambeth Hill
    London
    EC4V 4GG
    Personal Insurance & Accounts Payable
    Telecom House
    125-135 Preston Road
    Brighton
    BN1 6AF
    Drewberry London Office MapDrewberry Brighton Office Map
    Our Core Principles
    • 1You Come FirstWe are a client focused business who always aim to put you first.
    • 2We are ExpertsTo provide you with the best advice, we need to know our stuff!
    • 3We are HumanWe are real people with feelings who are here to help you.
    • 4We are ProfessionalProviding a 5-star service requires a professional approach to everything we do.
    • 5We are here to EducateWe don't believe in sales, we are here to educate so you can make informed decisions.