I had a large portfolio of complex mixed investment and pension funds accumulated over 30 years employed in professional city and financial service in house practice. In the year before my retirement, Drewberry pensions advisor, Neil Adams - steered me through regulatory, tax and investment choices arising from this portfolio with an impressive depth of knowledge and contemporary trends leaving me with a a pension make over that provides for my needs today and can be flexible in the future. I've been retired since the pandemic began, but thanks to the expertise of the Drewberry pensions team, I feel I am in a strong and clear financial path position. I have since transferred everything to the oversight of Drewberry because I trust the technical advice, enjoy the personal service, and am impressed with the overall results.
2 years ago
Drewberry™ - Pensions, Investments & Insurance has a
4.9
average rating
from
3,754
reviews
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