Neil Adams

Pension & Investment Adviser

Overview

Neil Adams (DipPFS) is our in-house pension and investment guru helping our clients prepare financially for the future.

T: 02074425899

Mon - Fri 09:00 - 18:00

neil.adams@drewberry.co.uk

  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'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.

Insurance Tip

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.

What our clients say...

5 Star Review

5 Star Review