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.

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...

Would definitely recommend them

R Brown

Extremely informative but never pushy. I was kept updated all the way through the process and everything felt organised and controlled throughout. I would definitely recommend them.

No hesitation in recommending

S Walker

Great service, independent advice, not pushy and very consultative. I would have no hesitation in recommending.

Verified Buyer

Overall Rating

The whole process was a pleasure. Drewberry we're easy to deal with, polite, knowledgeable and helpful

Sam Carr provided a professional but enthusiastic service and helped make the whole process very straight forward. Goodness knows I have been through enough application forms recently. My insurance product was never going to be easy to find and I had been rejected on a number of other occasions through others ironically due to well managed common health conditions. I identified Drewberry in a last and disappointing trawl on th web to find someone that actually wanted to take on a difficult case like me. Some brokers wouldn't even consider me. When we applied for my first choice product Sam wasn't at all deterred by the long wait for my GP report or the final rejection that came back from the insurer, sadly I have become used to it. Within a day he had lined up the second choice and to my surprise he had hit the nail on the head and introduced me to the correct insurer and terms for my needs whilst nogotiating an excellent premium. I am extremely satisfied with what Sam has achieved for me and I would have no hesitation in recommending either him or Drewberry to friends, family and and business contacts. In the future, Drewberry will be my first point of contact. Many thanks!