Neil Adams

Pension & Investment Adviser

Neil's role at Drewberry

Neil's wealth of knowledge and experience in the pensions industry ensures his clients get the best possible advice when it comes to reviewing their pensions and investments.

A big part of Neil's role involves engaging with clients to consolidate their existing pension arrangements, helping them to reduce their charges and improve their fund performance.

In addition, the platform technology Neil uses provides his clients with more transparency and greater control over their arrangements.

Qualifications

Neil has a Diploma in Financial Planning (DipPFS) undertaken with The Chartered Insurance Institute (CII) and has also passed the advanced G60 Pensions examination, enabling him to provide advice on pension transfers.

Who is Neil Adams?

Neil has worked as a Financial Adviser since 1989, starting out with Windsor Life. During his career Neil has worked at a number of financial institutions, progressing to become a specialist pension adviser at Honister Partners and JLT Wealth Management.

Neil joined Drewberry in 2014 with a focus on providing investment and retirement planning advice to our high net worth clients.

What else does Neil do?

Whilst his knees are still in good working order, Neil is a keen hockey player and likes nothing more than taking his springer spaniel for a walk before work each morning. Neil is married with two children.

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