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 Barnard-Castle (out of 359)
13 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Janine Barron
Fairstone Financial Management Limited
13 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Barnard Castle (0.08 miles away)
Independent Financial Adviser
Verified since April, 2026
Free one hour initial consultation
Mortgage value: Any level
Savings/pensions: Any level
Top Rated 2026
36 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Matthew Shaw
Newcastle Financial Advisers Limited
36 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
County Durham (0.15 miles away)
Restricted Financial Adviser
Verified since April, 2025
Savings/pensions: Any level
Top Rated 2026
119 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Linton Henfrey
Tallow Financial Planning Limited
119 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Bishop Auckland (12.44 miles away)
Independent Financial Adviser
Verified since March, 2026
Free one hour initial consultation
Mortgage value: Any level
Savings/pensions: Over £100,000
31 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Barry Talman
MGL Wealth Management Ltd
31 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Bishop Auckland (12.31 miles away)
Restricted Financial Adviser
Verified since November, 2019
Savings/pensions: Any level
Top Rated 2026
14 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Rachael Benford
Newcastle Financial Advisers Limited
14 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
County Durham (12.95 miles away)
Restricted Financial Adviser
Verified since June, 2020
Savings/pensions: Any level
Top Rated 2026