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 Carluke (out of 198)
36 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Mark Paterson
Aviva Financial Advice
36 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
South Lanarkshire (0.22 miles away)
Restricted Financial Adviser
Verified since May, 2025
Savings/pensions: Over £250,000
Top Rated 2026
13 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Michael McLintock
Adelp Financial Solutions Ltd
13 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Lanark (5.11 miles away)
Independent Financial Adviser
Verified since October, 2018
Free one hour initial consultation
Savings/pensions: Over £100,000
Top Rated 2026
29 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Michael Hughes
Mortgage Advice Partnership
29 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Hamilton (9.64 miles away)
Independent Mortgage Adviser
Verified since April, 2023
Up to £100 discount on fees
Mortgage value: Any level
Top Rated 2026
35 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
David Charnley
Southern Financial Services
35 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Bothwell (10.08 miles away)
Independent Financial Adviser
Verified since February, 2019
Free one hour initial consultation
Savings/pensions: Over £100,000
Top Rated 2026
15 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Stephen McMahon
Pathway Financial Services Ltd
15 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
North Lanarkshire (8.66 miles away)
Independent Financial Adviser
Verified since October, 2019
Savings/pensions: Any level
Mortgage value: Over £50,000
Top Rated 2026