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Neil Adams DipPFS
Pension & Investment Adviser
Neil Adams (DipPFS) is our in-house pension and investment guru helping our clients prepare financially for the future.
- Pension Advice
- Final Salary Pension Transfers
- Investments Advice
- Tax Planning
Quick Fire Questions
Tea or Coffee?
Tea
Biscuit or Cake?
Doughnuts
Cats or Dogs?
Dogs
What animal are you?
Camel
Favourite colour?
Blue
Favourite Song / Artist?
Sweet Child o’ Mine — Guns N' Roses
Biggest Life Lesson
We are what we repeatedly do. Therefore, excellence is not an act but a habit
Favourite Destination
St Lucia
Neil Adams (DipPFS) is our in-house pension and investment guru helping our clients prepare financially for the future.
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.
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.
Samantha was very friendly but professional and happily gave me time to think through my options and to go away and think about the protection I needed without hassling me for an answer.
Tim Minor
23/08/2019
Samantha was very friendly but professional and happily gave me time to think through my options and to go away and think about the protection I needed without hassling me for an answer.
23/08/2019
Tim Minor
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