We can advise you on
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Financial planning
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Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
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Insurance & protection
- Accident & sickness
- Buildings and contents
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
Meet our advisers
Peter Banks
Financial Adviser
Qualifications & Accreditations
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AwPETR - Award in Pension Transfers
This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.
DipFA - Diploma for Financial Advisers (IFS)
The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice
CeFa - Certificate for Financial Advisers
This qualification assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.
Neil Adams
Pension & Investment Specialist
Qualifications & Accreditations
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Diploma In Financial Planning (CII)
This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.
G60 - Pensions (CII)
This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
What our clients say
We had a thorough discussion to decide on the best policy for me. There was no pressure to decide quickly and I felt I could easily make an informed decision on what to choose. Very good at staying in contact and keeping me updated. Overall a great service!
N Hornby, London
They took a great deal of time and effort to make sure I got the right outcome for me and my family
S Westcott, Leeds
Very helpful,went through step by step,worked out a good policy for me.
M Caley, London
Very knowledgeable and efficient. Helpful without being pushy. Thoroughly recommend. Thank you.
T Leighton, London
Really pleased with the help and advice I received. Spoke in plain English and made what can sound very confusing simple and appropriate to my needs. Very professional and helpful. Would recommend.
J Mallin, Birmingham
Excellent - I really like that they were not pushy. I was in control and that is how I do business.
S Cawley, London
Drewberry have been very helpful, and not at all pushy. I very much appreciated their help and advice, and I feel that I have made an informed decision.
T Dunn, Manchester
About us
We are here to help you understand your financial options so that you can make informed decisions when it comes to growing and protecting your assets.
Our Advice Process
Review - Gather information about your circumstances and goals, and review whether your existing arrangements are optimal
Recommend - Provide formal advice with clear recommendations and outline our recommendations in a written report
Implement - Implement the recommendations you have chosen and deal all the paperwork on your behalf
Free Initial Review
Our initial Review is usually free of charge. It’s not until we’ve established whether we can help you that we go on to the Recommendation and Implementation stages, where an advice fee is charged.
Our services
Drewberry are experts when it comes to providing pension and investment advice. Whether you are looking to review your portfolio of funds, transfer your pensions into one consolidated account or work out the most tax efficient way of drawing down on your assets, we are the specialists that can help.
Compliance
Drewberry Wealth Management Limited is an appointment of Intrinsic Mortgage Planning Limited and Intrinsic Financial Limited, which are authorised ad regulated by the Financial Conduct Authority.
Drewberry provide UK based financial advice to individuals and businesses. Whether it be pension consolidation work for a couple planning their retirement or an individual income protection policy for company directors our aim is simply to serve our clients, always providing a 5 star service.
