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.
This postgraduate finance qualification covers the areas of securities, investment, compliance, derivatives, corporate finance and operations. It provides flexibility and choice, enabling candidates to concentrate on areas relevant to their chosen career path
Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.
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 Consultation
The first consultation is at our expense. This provides an opportunity to disuss 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 that can help.
Drewberry Wealth Management Ltd, Millennium Bridge House, 2 Lambeth Hill, Greater London, London, EC4V 4AR
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