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 Braintree (out of 1015)
48 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Peter Beck
Ascot Lloyd
48 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Essex (1.66 miles away)
Independent Financial Adviser
Verified since December, 2023
Savings/pensions: Any level
Top Rated 2026
28 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Matt Fryer
Ascot Lloyd
28 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Braintree (1.66 miles away)
Independent Financial Adviser
Verified since January, 2026
Savings/pensions: Over £500,000
Top Rated 2026
23 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Gareth Frensham
Perspective (Central & East) Limited
23 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Braintree (0.89 miles away)
Independent Financial Adviser
Verified since September, 2025
Savings/pensions: Any level
19 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Marvin Paranjothy
Perspective (Central & East) Limited
19 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Braintree (0.89 miles away)
Independent Financial Adviser
Verified since November, 2025
Free one hour initial consultation
Savings/pensions: Over £100,000
Top Rated 2026
4 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Stacey Sail
Oakfield Financial Services Limited
4 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Century Drive (0.89 miles away)
Independent Financial Adviser
Verified since April, 2024
Free one hour initial consultation
Mortgage value: Any level
Savings/pensions: Any level
Top Rated 2026