Drewberry Wealth Management

Restricted - Whole of Market  Drewberry Wealth Management Ltd, London, City and county of the city of london, EC4V 4AR
First meeting at adviser's own cost
Specialist pension and investment advisers dedicated to providing a 5-Star service (over 90% of clients rate us 5-star).
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
Response rating
9.0/10
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FCA authorised
Last authorised 20th January 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.

Ben Sassoon
Chartered Financial Planner

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.

Accreditations
Chartered Financial Planner
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.
T Dunn, Manchester
Excellent - I really like that they were not pushy. I was in control and that is how I do business.
S Cawley, 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
Very knowledgeable and efficient. Helpful without being pushy. Thoroughly recommend. Thank you.
T Leighton, London
Very helpful, went through step by step, worked out a good policy for me.
M Caley, 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
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
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 Consultation

The first consultation is at our expense. This provides an opportunity to disuss your situation and decide whether taking advice would benefit you.

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.

Where to find us

Drewberry Wealth Management Ltd, Millennium Bridge House, 2 Lambeth Hill, Greater London, London, EC4V 4AR

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 20th January 2020

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Our Mission: 'To make a meaningful improvement to the lives of our Clients'