For Pensions, Two’s Company
“When I came to Drewberry, I had two major pension assets,” explains Gary. “The first was a deferred final salary scheme from the position I’d been made redundant from. The other was a private pension.”
Although Gary already had an adviser who was providing him with advice on his private pension and other investments, he wasn’t entirely satisfied with the service he was receiving.
He felt that they were more interested in the assets he had under management than him as a person, something that played a big part in his decision to appoint Neil Adams, the adviser he was put in touch with at Drewberry Wealth after sorting out his Life Insurance.
DIY Investing Becomes “Mind-blowing”
“I wasn’t happy with what I was getting from my adviser, so I’d already started investing on my own through my pension and my ISA. However, it got to the point that I was spending so much time looking at various websites and reading up on advisers’ opinions on where I should be putting my cash that it all became mind-blowing.”
That’s where Neil’s knowledge and experience was able to put Gary’s mind at rest.
“After a conversation with Neil, I felt like he knew exactly what he was talking about, so I had the confidence to move my private pension from Fidelity to Old Mutual Wealth, where Neil could manage it,” says Gary.