How Much Does Financial Advice Cost?

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10 mins

Financial advice comes in many forms, whether you’re looking for help with:

  • Pensions
    We help you get your retirement sorted, whether you’re just starting to contribute to a pension or are approaching retirement and need your pension provisions rationalising before beginning to draw them.
  • Investments
    We can help you make the best use of your various allowances to ensure you’re investing as tax-efficiently as possible and are invested in solutions suited to your risk profile.
  • Tax Advice
    No one wants to pay more tax than they have to, so we can help you plan your financial legacy to mitigate unnecessary tax risks.
  • Financial Planning
    We can provide you with a long-term financial road map to ensure you stay on track to achieve your financial goals.

Whatever your financial advice needs, we can help. Whether you’ve got individual areas of concern, such as setting up a pension or planning for an inheritance tax bill, or you’re looking for a more all-encompassing solution that will work across your requirements and provide a road map for your financial future, we’re here for you.

The cost of financial advice will vary depending on your needs, but we’ll always check you’re happy with the fees we charge before we undertake any work for you.

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Is The Cost Of Financial Advice Worth It?

Do you have all of the expertise necessary to manage your own money, make your own investment decisions and figure out your own tax position?

Many people don’t, which is when it pays to have an expert in your corner who does. For most people, the real value in paying a fee for professional advice lies in avoiding the risk of getting it wrong.

Financial advice has been shown to provide clients with a number of benefits, most importantly offering a boost to overall wealth. For instance…

How Do You Pay for Financial Advice?

There are four main ways you can pay for financial advice:

  • An hourly rate
  • Set fees for work of a set piece of work
  • A monthly fee (can be structured either as a flat fee or as a percentage of the sum you have invested / want to invest)
  • An ongoing fee paid for an ongoing service.

At Drewberry we do things a little differently. Although we have offices in London and Brighton, where we’re happy to welcome clients who prefer to meet face-to-face, our business is built around robust modern technologies that enable you to deal with us online or by phone. We have clients throughout the UK who may never come to see us in person, which helps keep our costs down.

Our financial advice fees are based on the time it takes our experts to produce individually-tailored client advice and those fees are the same for clients right across the UK.

How Much Does Financial Advice Cost?

At Drewberry, most of our advice starts with a financial plan. This provides a holistic overview of your finances today and offers you a roadmap for the future.

This starts at £1,000 and can be paid for in a number of ways, from an upfront fee to being paid out of any potential pensions or investments you’re looking to place.

After that, any additional work will be agreed with you prior to us charging you anything, so you’ll know exactly how much you’ll pay for financial advice with Drewberry.

Tom Conner Director at Drewberry

The team at Drewberry are experts across all areas of financial advice, from pension planning to investments.

We’re here whatever your financial needs, just pop us a call on 02084327334 or email help@drewberry.co.uk.

Tom Conner
Director at Drewberry

Need Financial Advice?

Speak To Our Expert Advisers
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 Or Call Us

Contact Us

Head Office & Pensions and Investments
Senator House
85 Queen Victoria Street
Personal Insurance & Accounts Payable
Telecom House
125-135 Preston Road
Drewberry London Office MapDrewberry Brighton Office Map

If you are unhappy with our service, we have a complaints procedure, details of which are available upon request. If you are unhappy with how your complaint has been dealt with, you may be able to refer your complaint to the Financial Ombudsman Service (FOS). The FOS website is www.financial-ombudsman.org.uk.

Drewberry Ltd is registered in England and Wales. Companies House No. 06675912

Drewberry Ltd registered office: Telecom House, Preston Road, Brighton, England, BN1 6AF. Telephone 0208 432 7333

Drewberry Ltd (Financial Conduct Authority No. 505473) is an Appointed Representative of Quilter Wealth Limited and Quilter Mortgage Planning

Limited, which are authorised and regulated by the Financial Conduct Authority.

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