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How Much Does Financial Advice Cost?

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What is Financial Advice?

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 to 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

Extremely satisfied with the help and advice from Drew, since the beginning him understood what I was looking for and have the patience to help me out with all my questions and doubts. Didn’t tried to be push or annoying calling me all the time like so many did before. At the end we find the perfect medical policy for me and my daughter that covers everything that we need. I more than recommend them and if in the future I need something else for sure I will contact them again. Giving only 5 stars because I can’t give 6!!!!

Natasha Caversan Mucci
07/06/2019
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Or call us on 0208 432 7333

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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.