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- Investments and Savings
- Pensions
- Mortgages
- Retirement income (annuities, drawdown)
- Pension Transfers
- Inheritance Planning
- Equity Release
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- Long Term Care
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- 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 Bedford (out of 962)
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.
25 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Kandeepan Shanmuganathan
Lilac Financial Limited
25 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Limited Protection Adviser
Bedford (2.02 miles away)
Verified since October, 2020
Free one hour initial consultation
Top Rated 2026
20 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Jonathan Miller
365ifa
20 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Bedford (1.11 miles away)
Independent Financial Adviser
Verified since January, 2024
Mortgage value: Any level
Savings/pensions: Over £100,000
Top Rated 2026
52 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Michael Pitt
Just Mortgages Direct Limited
52 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Bedford (6.93 miles away)
Limited Mortgage Adviser
Verified since September, 2023
Mortgage value: Any level
Top Rated 2026
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0 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Patrick Earey
Salcey Mortgages
0 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Bedfordshire (2.09 miles away)
Independent Mortgage Adviser
Verified since October, 2025
Free 30 minute initial consultation
Mortgage value: Any level
5 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Emily Pool
Happy Planet Financial Planning
5 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Bedford (0.66 miles away)
Independent Financial Adviser
Verified since January, 2021
Free one hour initial consultation
Savings/pensions: Over £100,000
Top Rated 2026