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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.
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 →
Our advisers offer a range of services from our London based office, including:
- Personal Insurance Advice
- Pension Advice and Retirement Planning
- Financial Advice including Investments and Inheritance Tax Planning
- Business Protection Advice
- Employee Benefits
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.
Need Financial Advice?
Speak To Our Expert Advisers
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.
Online Financial Advice: With You 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 secret sauce 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.
Read our outstanding client reviews here
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.
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.
Financial Planning
What do you want from your future? Whether it’s early retirement, a bolthole in the sun, a round-the-world trip or any other dream, our Brighton and London financial planners will soon have your money working as hard as you do to meet you goals.
We take the time to get to know you and your finances, so our financial planning is always tailor-made to your unique circumstances.
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.
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.
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.
Need Financial Advice in London?
If you’re wondering whether financial planning or pension and investment advice is worth it for you, why not contact us on 02084327333 to find out how we can help you? With one call, you can talk to a London financial adviser for a FREE 30 minute consultation with no strings attached.
Drewberry
Millennium Bridge House
2 Lambeth Hill
London
EC4V 4GG
I had the pleasure of dealing with Jake Mills in organising my insurance. Jake was fantastic to deal with — his patience and understanding really helped.
Brendan Kelly
26/09/2019
Need Financial Advice?
Speak To Our Expert Advisers
Or call us on 0208 432 7333
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Is Financial Advice Worth It?
Is financial advice worth it? Whether you're looking for UK financial advice on pensions, investments or to engage in tax planning, most people understandably want to ensure financial advice is worth the cost
- 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.