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  7. Drewberry Wealth Management

Drewberry Wealth Management

Restricted - Whole of Market  Drewberry Ltd, London, City and county of the city of london, EC4V 4AR
First meeting at adviser's own cost
Drewberry exists to improve your financial wellbeing. Tired of the way financial services treated clients like numbers, Andrew Jenkinson and Tom Conner founded Drewberry to upend the way people think about their finances and to put you, the client, first
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Response rating
9.0/10
phone Show number
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FCA authorised
Last authorised 29th June 2020
Meet our advisers
Neil Adams
Pension & Investment Specialist

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

Sam Barr-Worsfold
Pensions & Investment Specialist

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
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 protect what you have right now and help you make good decisions for your future, all with the goal of putting you in a better financial position tomorrow than you’re in today.

How We Do This…

We combine industry-leading technology with a team of expert financial planners to offer you help and financial advice with personal, 5-star service.

With thousands of independent client reviews, we’re proud to say 98% of our clients would recommend our services.

Our services

What We Help With…

Protecting you and your family

Assistance and whole of market advice on cover such as Income Protection, Life Insurance and Health Insurance

Growing your wealth and planning for retirement

Pension, investment and tax planning queries? We offer a holistic service that looks at your finances in the round to help secure you a better financial future

Protecting businesses

Independent advice on Keyman Insurance, Shareholder Protection and other policies to protect your business

Looking after employees

Advice on employee benefits such as Group Life Insurance (Death in Service Cover), Group Health Insurance and Group Income Protection.

We’re proud to be able to say that Drewberry has been nominated for numerous industry awards. This includes Protection Intermediary of the Year at the Protection Review Awards in 2019 (where we finished as 'Highly Commended’!).

Where to find us
Head office address: Drewberry Ltd, Millennium Bridge House, 2 Lambeth Hill, 2 Lambeth Hill, London, EC4V 4AR
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
9.0/10
phone Show number
check
FCA authorised
Last authorised 29th June 2020

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