Drewberry Wealth Management

Financial Adviser (Restricted Whole of Market) Drewberry Wealth Management Ltd, Millennium Bridge House, 2 Lambeth Hill, Greater London, London, EC4V 4AR
First meeting at adviser's own cost
Response rating
10/10
FCA verified
18th March 2019
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
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Buildings and contents
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
Meet our advisers
Ben Sassoon
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Neil Adams
Pension & Investment Specialist
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
Where to find us

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

Contact us
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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Compliance

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested. Tax treatment varies according to individual circumstances and is subject to change. The FCA does not regulate tax planning.

Drewberry Wealth Management Limited is an appointment of Intrinsic Mortgage Planning Limited and Intrinsic Financial Planning Limited, which are authorised ad regulated by the Financial Conduct Authority.

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