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- Investments and Savings
- Pensions
- Mortgages
- Retirement income (annuities, drawdown)
- Pension Transfers
- Inheritance Planning
- Equity Release
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- 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 Banchory (out of 53)
Our Best Match algorithm, which uses a combination of factors such as distance from your location and number of reviews, suggests this professional is the best suited to you based on your filter selections.
53 recent reviews
This is the number of reviews the adviser has received in the last 12 months
Biju Krishnan
Trinity Mortgages Ltd
53 recent reviews
This is the number of reviews the adviser has received in the last 12 months
Aberdeen (11.72 miles away)
Independent Mortgage Adviser
Verified since May, 2025
Mortgage value: Any level
22 recent reviews
This is the number of reviews the adviser has received in the last 12 months
Martyn Paterson
AAB Wealth Chartered Financial Planners
22 recent reviews
This is the number of reviews the adviser has received in the last 12 months
Top Rated 2025
Aberdeen (12.84 miles away)
Independent Financial Adviser
Verified since June, 2020
Savings/pensions: Over £250,000
Top Rated 2025
21 recent reviews
This is the number of reviews the adviser has received in the last 12 months
Peter Hope
Acumen Financial Planning
21 recent reviews
This is the number of reviews the adviser has received in the last 12 months
Top Rated 2025
Westhill (9.91 miles away)
Independent Financial Adviser
Verified since August, 2024
Free one hour initial consultation
Savings/pensions: Over £250,000
Top Rated 2025
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8 recent reviews
This is the number of reviews the adviser has received in the last 12 months
Ian Coffey
JLM Mortgage Services
8 recent reviews
This is the number of reviews the adviser has received in the last 12 months
Top Rated 2025
Westhill (11.28 miles away)
Independent Mortgage Adviser
Verified since August, 2024
Mortgage value: Any level
Top Rated 2025
30 recent reviews
This is the number of reviews the adviser has received in the last 12 months
Kieran Taylor
Welsh & Taylor Wealth
30 recent reviews
This is the number of reviews the adviser has received in the last 12 months
Top Rated 2025
Aberdeen (14.16 miles away)
Restricted Financial Adviser
Verified since June, 2020
Savings/pensions: Over £100,000
Top Rated 2025