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

info@bealsfs.co.uk

Skills & Area's of Advice

Pensions

Retirement Planning

Wealth Management

Inheritance Taxation Planning

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 came to Beals Wealth Management in November 2024 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 ongoing service which includes cashflow modelling.

Outside of work, I enjoy playing hockey and walking my springer spaniel.

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 2024 - Five Stars (Platform, Pension, Investments)

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

Investment Life & Pensions Moneyfacts Awards 2024 - Best Online Service

Highly Rated Products

Defaqto - 5 Star rating (Platform, Personal, Pension, Drawdown & Onshore Bond)

Defaqto - 5 Diamond rating (WealthSelect, Monthly Income, Cirilium Blend, Cirilium Passive and Creation)

Money Marketing Awards 2024 - Best Retirement Provider

Exceptional Platform

Member of The London Institute of Banking and Finance

Schroders UK Platform Awards 2024 - Platform of the Year

Investment Life & Pensions Moneyfacts Awards 2024 - Best Wrap/Platform

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: info@bealsfs.co.uk

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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.

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