Financial advice comes in many forms, whether you’re looking for help with:
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.
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…
There are four main ways you can pay for financial advice:
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.
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.
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 firstname.lastname@example.org.
Director at Drewberry
Needed to transfer my pension from one company to another and thanks to Sam it went through very smoothly. Would highly recommend.