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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 Brackley (out of 966)
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.
14 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Terri Hall
Continuum (Financial Services) LLP
14 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Banbury (7.80 miles away)
Independent Financial Adviser
Verified since November, 2020
Free one hour initial consultation
Savings/pensions: Over £50,000
6 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Steve Harris
True Potential Wealth Management LLP
6 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Bicester (8.85 miles away)
Restricted Financial Adviser
Verified since August, 2023
Free one hour initial consultation
Savings/pensions: Over £100,000
2 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Edward Gibson
Pelican Financial Planning Limited
2 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Bicester (8.86 miles away)
Independent Financial Adviser
Verified since June, 2024
Free one hour initial consultation
Savings/pensions: Over £100,000
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3 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Richard Peters
Perspective (Central & East) Ltd
3 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Towcester (9.74 miles away)
Independent Financial Adviser
Verified since May, 2023
Savings/pensions: Over £500,000
65 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Matthew Moore
LifeSearch
65 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2025
Whole of Market Protection Adviser
Milton Keynes (15.92 miles away)
Verified since January, 2023
Top Rated 2025