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 Basingstoke (out of 1078)
26 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Sarah Blyth
Blyth Wealth Management Limited
26 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Basingstoke (2.10 miles away)
Independent Financial Adviser
Verified since January, 2021
Free 30 minute initial consultation
Savings/pensions: Over £50,000
Top Rated 2026
40 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Carly Oliver
BlackFin Independent Wealth LLP
40 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Basingstoke (2.32 miles away)
Independent Financial Adviser
Verified since February, 2025
Mortgage value: Any level
Savings/pensions: Any level
Top Rated 2026
12 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Richard Pearce
Richard Pearce Wealth Management Ltd
12 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Basingstoke (0.93 miles away)
Restricted Financial Adviser
Verified since November, 2022
Savings/pensions: Any level
Top Rated 2026
17 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Stuart Harmer
M&D Wealth Management Limited
17 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Basingstoke (2.19 miles away)
Restricted Financial Adviser
Verified since June, 2023
Savings/pensions: Over £50,000
Top Rated 2026
42 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Stuart Brown
Eight Financial Advice
42 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Alton (9.59 miles away)
Restricted Financial Adviser
Verified since September, 2021
Savings/pensions: Any level
Top Rated 2026