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.
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
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.
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
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’!).
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