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 Cheltenham (out of 715)
80 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Daniel Ames
Amber River HDA
80 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Cheltenham (2.50 miles away)
Independent Financial Adviser
Verified since September, 2023
Free one hour initial consultation
Savings/pensions: Over £50,000
Top Rated 2026
17 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Ben Burgess
Cheltenham Independent Financial Advisers Ltd
17 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Gloucestershire (0.23 miles away)
Independent Financial Adviser
Verified since January, 2023
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
Jack Manser
Attivo Financial Ltd
52 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Cheltenham (0.38 miles away)
Independent Financial Adviser
Verified since November, 2023
Savings/pensions: Over £250,000
Top Rated 2026
32 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Robin Etherington
Amber River HDA
32 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Cheltenham (2.50 miles away)
Independent Financial Adviser
Verified since April, 2020
Free one hour initial consultation
Savings/pensions: Over £250,000
Top Rated 2026
36 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Ryan Wright
Attivo Financial Ltd
36 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Cheltenham (0.38 miles away)
Independent Financial Adviser
Verified since November, 2023
Savings/pensions: Over £250,000
Top Rated 2026