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- Investments and Savings
- Pensions
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- Retirement income (annuities, drawdown)
- Pension Transfers
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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 Caerphilly (out of 395)
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.
49 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
James Gill
Abacus Associates Financial Services
49 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2025
Cardiff (6.38 miles away)
Independent Financial Adviser
Verified since June, 2020
Free one hour initial consultation
Savings/pensions: Over £50,000
Top Rated 2025
7 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Lewis Powell
Trulife Financial Ltd
7 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Caerphilly (1.06 miles away)
Restricted Financial Adviser
Verified since February, 2021
Free 30 minute initial consultation
Mortgage value: Any level
Savings/pensions: Any level
37 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Lisa Fletcher
BPR Protect Limited
37 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2025
Cardiff (7.39 miles away)
Limited Mortgage Adviser
Verified since January, 2020
Free one hour initial consultation
Mortgage value: Over £50,000
Top Rated 2025
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52 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Steve Pengelly
Vita
52 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
Cardiff (7.39 miles away)
Verified since February, 2023
Top Rated 2025
43 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Ajith Samarawickrama
BVS Mortgages & Financial Services Ltd
43 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2025
Cardiff (3.13 miles away)
Limited Mortgage Adviser
Verified since October, 2024
Top Rated 2025