Getting Financial Advice in London

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

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

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…

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….

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…

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…

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.

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.

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.

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

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.

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.

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.

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.
• Benefit from our 5-star service
  We pride ourselves on providing 5-star service, as seen in our 2946 and growing independent client reviews rating us at 4.92 / 5.
• 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.