Adam Neal

What were the circumstances that caused you to initially look for an adviser?

When you get into your 50's you realise that having a good pension and savings is more important than ever. So, I was looking for someone who was easy to talk to and explained clearly what my options were. Adam just seemed to tick all the right boxes for me.

How has Adam Neal helped you?

Adam has helped me amalgamate all my different pension pots into one pension and now I have an Aviva pension with a very easy to navigate dashboard. I also have Adam and his team at the end of the phone, if I have any questions or concerns, which is always very reassuring.

Have you seen the outcome you were hoping for?

Yes my pesion pot is growing and I can see light at the end of the tunnel. As I have been shown projections for what my pesion pot could potentailly be when I'm ready to retire.

What could they have done better?

I have no major concerns at this moment in time.

Please provide a brief comment about your experience with Adam

Very friendly. Giving advice to the point. It was simple and hassle free. Thank you Adam

What were the circumstances that caused you to initially look for an adviser?

I had to retire from teaching due to ill health. After the consultation with the government advisor I realised the advisor was pressurising me. I changed to Adam who carefully led me through the steps when I was able to do so in-between chemotherapy treatment.

How has Adam Neal helped you?

Adam responded quickly to any questions I had. He was patient and kind throughout the whole process of achieving the very best result for me.

Have you seen the outcome you were hoping for?

The outcome for me was greater than I would have an achieved if I had accepted the offers from my own investigations into pension transfers.

What could they have done better?

I can’t think of anything they could have done better.

What were the circumstances that caused you to initially look for an adviser?

New company working for myself after being PAYE

How has Adam Neal helped you?

Friendly, impartial advice very helpful and investments have had a good return

Have you seen the outcome you were hoping for?

Mortgage sum has had a good return and useful advice on pension planning

What were the circumstances that caused you to initially look for an adviser?

When I was approaching retirement, I wanted to amalgamate some of my work pension schemes. Adam and his team gave me excellent advice on which ones I should include and which ones to leave as they were.

How has Adam Neal helped you?

Always offers sound advice on the status of my pension. Offering professional advice without putting pressure on me. Explaining all the pros and cons in a language that is easy to understand.

Have you seen the outcome you were hoping for?

Most definitely.

What could they have done better?

Reduce costs, but then he would be underselling the service being offered