Drewberry Wealth Management
We are specialist pension and investment advisers dedicated to providing a 5-Star service (over 92% of clients rate us 5-star).
We can advise you on
Pensions & divorce
Pensions & retirement planning
ISA / Unit Trusts / OEICs
Investing for income
Socially responsible investments
Traded endowment policies
Savings for children
School fees planning
Accident & sickness
Buildings and contents
Income protection insurance
Payment protection insurance
Capital gains tax
Group Protection/Life Insurance
Group critical illness
Group income protection
Group life insurance
Group private medical insurance
Last authorised 30th March 2020
Meet our advisers
Pension & Investment Specialist
Qualifications & Accreditations
This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
Diploma In Financial Planning (CII)
This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.
Pensions & Investment Specialist
Qualifications & Accreditations
DipFA - Diploma for Financial Advisers (LIBF)
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
What our clients say
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.
Excellent - I really like that they were not pushy. I was in control and that is how I do business.
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.
Very knowledgeable and efficient. Helpful without being pushy. Thoroughly recommend. Thank you.
Very helpful, went through step by step, worked out a good policy for me.
They took a great deal of time and effort to make sure I got the right outcome for me and my family
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!
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 as you build a better financial future.
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 Consultation
The first consultation is at our expense. This provides an opportunity to discuss your situation and decide whether taking advice would benefit you.
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 who can help.
Where to find us
Head office address: Drewberry Ltd, Millennium Bridge House, 2 Lambeth Hill, 2 Lambeth Hill, London, EC4V 4AR
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value
Face to face