Retirement Planning Case Studies

An archive of our retirement planning case studies, providing an overview of the types of client we help and the quality of advice that we offer.

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  Find out how a Drewberry financial adviser can help you reach your destination by making the most of your finances.
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Our Services
A summary of the core services we provide for our clients, if you need some assistance then please do not hesitate to call us on 0208 432 7333 or email help@drewberry.co.uk.

Pensions Advice

Whether you're currently saving for retirement, about to retire or already in retirement, our expert pension advisers can help you maximise your retirement assets.

pensions
 
sipps
 
annuities
 
income drawdown

Investment Advice

Whether you're financial goals, we'll find the ideal combination of investments for your needs whilst maintaining an appropriate level of risk for you.

investment funds
 
on/offshore bonds
 
venture capital trusts

Tax Advice

Whatever your circumstances, our advisers are able to advise on how best to optimise your tax position to help reduce the impact of taxation on your hard-earned savings.

inheritance tax
 
capital gains tax
 
various other tax relief

Insurance Advice

Enjoy the peace of mind that comes from knowing you've protected what's most important in life. Our specialist insurance advisers are on hand to help

life insurance
 
income protection
 
critical illness