Filter results:
Services
- Investments and Savings
- Pensions
- Mortgages
- Retirement income (annuities, drawdown)
- Pension Transfers
- Inheritance Planning
- Equity Release
- Insurance and Protection
- Auto Enrolment
- Long Term Care
- Financial Planning
- Financial Mentoring
- Financial Coaching
Do you need a pension transfer specialist?
YES - choose if:
- You want to transfer a final salary or defined benefit pension (one from your employer that promises to pay out a certain income based on how much you earn when you retire)
- You want to transfer a pension (either through your employer or a personal one) that has a guaranteed benefit, like a Guaranteed Minimum Pension
- PLEASE NOTE that transferring out of a final salary scheme is unlikely to be in the best interests of most people
NO - choose if:
- You want to transfer a pension you have through your employer that is made up only from regular contributions from your salary, plus added regular contributions from your employer
- You want to transfer a standard personal pension you’ve previously set up
- You want to transfer a pension where you have a ‘Guaranteed Annuity Rate’, but no other types of guaranteed benefit
Not sure? Find out more about pension types at the Pensions Advisory Service website
Filter results:
Services
- Investments and Savings
- Pensions
- Mortgages
- Retirement income (annuities, drawdown)
- Pension Transfers
- Inheritance Planning
- Equity Release
- Insurance and Protection
- Auto Enrolment
- Long Term Care
- Financial Planning
- Financial Mentoring
- Financial Coaching
Do you need a pension transfer specialist?
YES - choose if:
- You want to transfer a final salary or defined benefit pension (one from your employer that promises to pay out a certain income based on how much you earn when you retire)
- You want to transfer a pension (either through your employer or a personal one) that has a guaranteed benefit, like a Guaranteed Minimum Pension
- PLEASE NOTE that transferring out of a final salary scheme is unlikely to be in the best interests of most people
NO - choose if:
- You want to transfer a pension you have through your employer that is made up only from regular contributions from your salary, plus added regular contributions from your employer
- You want to transfer a standard personal pension you’ve previously set up
- You want to transfer a pension where you have a ‘Guaranteed Annuity Rate’, but no other types of guaranteed benefit
Not sure? Find out more about pension types at the Pensions Advisory Service website
Savings/Pensions Level
Adviser Gender
Showing the top 5 rated and reviewed Financial Advisers and Mortgage Brokers near Aylesbury (out of 1304)
12 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Angelo Burkey
BVS Mortgages & Financial Services Ltd
12 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Aylesbury (0.96 miles away)
Limited Mortgage Adviser
Verified since December, 2023
Mortgage value: Any level
Top Rated 2026
16 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Stephanie Miles
Viva Retirement Solutions
16 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Whole of Market Equity Release Adviser
Aylesbury (1.11 miles away)
Top Rated 2026
18 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Russell Coneron
Viva Retirement Solutions
18 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Whole of Market Equity Release Adviser
Aylesbury (1.44 miles away)
Verified since December, 2020
Top Rated 2026
14 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Alex Hatfield
The Private Office
14 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Princes Risborough (6.15 miles away)
Independent Financial Adviser
Verified since January, 2018
Free one hour initial consultation
Savings/pensions: Over £500,000
Top Rated 2026
39 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Gordon Crothers
Attain Wealth Management Limited
39 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Leighton Buzzard (9.05 miles away)
Independent Financial Adviser
Verified since March, 2025
Free one hour initial consultation
Savings/pensions: Over £250,000
Top Rated 2026