Neil Adams

Financial Planner

DipPFS - Diploma in Regulated Financial Planning

CONTACT NEIL

Unit 1, Fulcrum 2, Solent Way,
Whiteley, Fareham, PO15 7FN

01489 585 581

[email protected]

      
 5.0
 5.0
 Top Rated Service 
   Verified by Trustindex  Trustindex verified badge is the Universal Symbol of Trust. Only the greatest companies can get the verified badge who has a review score above 4.5, based on customer reviews over the past 12 months. Read more
 
 
 
 
 
   
 
 
      Posted on Google  
   
   Paula Rodney 
 377 days ago
 
 
 Trustindex verifies that the original source of the review is Google. My brilliant adviser, Neil Adams, gave attainable and realistic advice when helping me to plan for my future retirement. He was extremely informative and infinitely patient when dealing with my many questions and I wouldn't hesitate to recommend him.

Skills & Area's of Advice

Pensions

Retirement Planning

Wealth Management

Experience & Achievements

Achieved Diploma level status

Member of the Chartered Insurance Institute

About Neil Adams

"I am an experienced and fully qualified Financial Planner based in Surrey. I have had numerous roles in financial services spanning over 30 years.

I came to Beals Wealth Management with a background in providing retirement planning advice.

I aim to help my clients identify and achieve their long-term financial goals, with a focus on tax efficiency over their lifetime.
I provide a comprehensive long-term service which includes cashflow modelling.

Outside of work, I enjoy playing hockey and have recently been selected to play internationally for Scotland, including the world cup 2026."

Award Winning Network

Beals Wealth Management are proud to be part of Quilter Financial Planning, an award-winning network celebrated for its outstanding customer service, innovative platforms, and exceptional financial strength.

Recognised for Service

FT Financial Adviser Service Awards 2025 - Five Stars (Platform, Pension, Investments)

Defaqto - Gold Service (Platform, Pension, Investment Bond)

Investment Life & Pensions Moneyfacts Awards 2025 - Best Online Service

Highly Rated Products

Defaqto – 5 Star rating Platform, Personal Pension, Onshore Bond and WealthSelect for DFM MPS on platform

Defaqto – 5 Diamond rating WealthSelect Managed Active and WealthSelect Managed Blend, Monthly Income, Cirilium Blend, and Cirilium Passive

Money Marketing Awards 2025 – Best Retirement Provider

Exceptional Platform

Schroders UK Platform Awards 2025 - Platform of the Year

Schroders UK Platform Awards 2025 - Best Platform Provider (AUM over £40bn)

FE Adviser Asset 2025 Platform Rating - Quilter's platform received a platinum rating for the 10th consecutive time

Looking for a financial adviser near you?

Our first appointment is free of charge and with no-obligation! Available by phone, video call or face-to-face.

Call us on: 01489 585 548 Email us: [email protected]

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PENSIONS & RETIREMENT PLANNING MORTGAGES & REMORTGAGING INHERITANCE TAX (IHT) PLANNING SAVINGS & INVESTMENTS INSURANCE & PROTECTION WEALTH MANAGEMENT FINANCIAL PLANNING EQUITY RELEASE

Tax treatment varies according to individual circumstances and is subject to change.

The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Approver Quilter Financial Services Limited. March 2026

Registered office address: Unit 1 Fulcrum 2 Solent Way, Whiteley, Fareham, England, PO15 7FN. Registered in England and Wales under reference 08286166

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