16/04/2021

10 mins

Financial advice comes in many forms, whether you’re looking for help with:

Pensions
We help you get your retirement sorted, whether you’re just starting to contribute to a pension or are approaching retirement and need your pension provisions rationalising before beginning to draw them.
Investments
We can help you make the best use of your various allowances to ensure you’re investing as tax-efficiently as possible and are invested in solutions suited to your risk profile.
Tax Advice
No one wants to pay more tax than they have to, so we can help you plan your financial legacy to mitigate unnecessary tax risks.
Financial Planning
We can provide you with a long-term financial road map to ensure you stay on track to achieve your financial goals.

Whatever your financial advice needs, we can help. Whether you’ve got individual areas of concern, such as setting up a pension or planning for an inheritance tax bill, or you’re looking for a more all-encompassing solution that will work across your requirements and provide a road map for your financial future, we’re here for you.

The cost of financial advice will vary depending on your needs, but we’ll always check you’re happy with the fees we charge before we undertake any work for you.

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Is The Cost Of Financial Advice Worth It?

Do you have all of the expertise necessary to manage your own money, make your own investment decisions and figure out your own tax position?

Many people don’t, which is when it pays to have an expert in your corner who does. For most people, the real value in paying a fee for professional advice lies in avoiding the risk of getting it wrong.

Financial advice has been shown to provide clients with a number of benefits, most importantly offering a boost to overall wealth. For instance…

Joint research from Royal London and the International Longevity Centre has found that individuals who take advice on their investments can end up almost 40% better off in terms of liquid assets compared to those who receive no advice.
The same study puts the value of financial advice advice in terms of real financial assets and pension wealth at £41,099 in additional wealth per person and, when it comes to pensions, households which received advice ended up between 16% and 21% better off than those which didn’t.
Receiving advice on pension contributions is particularly valuable – on a cost / benefit analysis, the benefit of advice outweighed the cost by almost 6,000% according to research from Unbiased.
FTSE 100 financial services giant Old Mutual has found that individuals who take pensions advice and set clear retirement goals were on course to enjoy a retirement income more than 50% greater than those who didn’t take any advice at all.
The Investment Funds Institute of Canada has found that the value of advice is compounded over time, with advised households having a net worth 2.73 times greater than non-advised households after 15 years.

How Do You Pay for Financial Advice?

There are four main ways you can pay for financial advice:

An hourly rate
Set fees for work of a set piece of work
A monthly fee (can be structured either as a flat fee or as a percentage of the sum you have invested / want to invest)
An ongoing fee paid for an ongoing service.

At Drewberry we do things a little differently. Although we have offices in London and Brighton, where we’re happy to welcome clients who prefer to meet face-to-face, our business is built around robust modern technologies that enable you to deal with us online or by phone. We have clients throughout the UK who may never come to see us in person, which helps keep our costs down.

Our financial advice fees are based on the time it takes our experts to produce individually-tailored client advice and those fees are the same for clients right across the UK.

How Much Does Financial Advice Cost?

At Drewberry, most of our advice starts with a financial plan. This provides a holistic overview of your finances today and offers you a roadmap for the future.

This starts at £1,000 and can be paid for in a number of ways, from an upfront fee to being paid out of any potential pensions or investments you’re looking to place.

After that, any additional work will be agreed with you prior to us charging you anything, so you’ll know exactly how much you’ll pay for financial advice with Drewberry.

Tom Conner Director at Drewberry