Adam Neal

Adam Neal

Advice Rooms

Minimum savings/pensions: Any amount

0330 038 8941
Based in Barnstaple
View location
Top Rated 2025
Verified since: May, 2023
4.9 out of 5

40 reviews

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 02 April 2025

    Adam is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Adam's status

  • 11

    Recent Client Reviews

    Verified reviews: 100%

    Adam has received 11 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 26 October 2024

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • Qualifications Uploaded

    Qualifications not yet added

    Adam has not yet added their qualifications to their profile

  • Transparent Fees

    Fees not yet added

    Adam has not yet added their fees to their profile

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 02 April 2025

    Adam is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Adam's status

  • 11

    Recent Client Reviews

    Verified reviews: 100%

    Adam has received 11 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 26 October 2024

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • Qualifications Uploaded

    Qualifications not yet added

    Adam has not yet added their qualifications to their profile

  • Transparent Fees

    Fees not yet added

    Adam has not yet added their fees to their profile

I specialise in financial and retirement planning and have worked in the advice space for over 20 years. I first trained in career advice and later retrained in financial services which has given me a great foundation for providing robust, honest & transparent advice. As the Co-Founder and Financial Advisor at Advice Rooms, I am committed to providing fully independent financial advice and have personally helped 100s of clients in all areas of their planning spanning from simple pension consolidation and life insurance to complex IHT and estate planning. I have always had a passion for helping others succeed in their aspirations and have a great relationship with all my clients. Please feel free to contact us for a no-obligation conversation about your circumstances.

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About Adam's clients

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