Neil Adams (DipPFS) is our in-house pension and investment guru helping our clients prepare financially for the future.
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.
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DB Transfer Values Reach 54 Times Annual Pension TRANSFER values of UK defined benefit schemes can reach as high as 54 times that of an individual’s annual pension or as low as 11 times an annual pension... |
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Providers’ ‘Slow and Inefficient’ Admin Delaying Transfers THE “slow and inefficient” administration of pension providers is causing delays and backlogs in pension transfer, advisers have warned... |
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Two Years of Pension Freedoms: What's Changed for Retirees? THE pension freedoms introduced in April 2015 are now two years old. They’ve ushered in a revolution in how people can access their pensions and secure a retirement income, but what do they mean for you? |
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Four Ways to Fund Your Retirement UNTIL recently, most people with a pension fund had to buy an annuity to secure an income for life. But the introduction of pension freedoms in April 2015 – and the collapse in annuity rates – means more people aged 55 and over are trying new tactics to generate a retirement income...
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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.
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.
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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