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 Cockermouth (out of 101)
38 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Alison Rigg
Kingfisher House Wealth Management
38 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Cockermouth (0.26 miles away)
Restricted Financial Adviser
Verified since January, 2022
Savings/pensions: Any level
Top Rated 2026
12 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
James Curry
Rockwealth Lake District Ltd
12 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Cockermouth (0.15 miles away)
Independent Financial Adviser
Verified since May, 2024
Free 30 minute initial consultation
Savings/pensions: Over £500,000
Top Rated 2026
27 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Adam Tomlinson
Kingfisher House Wealth Management
27 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Cockermouth (0.26 miles away)
Restricted Financial Adviser
Verified since October, 2022
Savings/pensions: Over £50,000
Top Rated 2026
19 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Ian Plant
True Potential Wealth Management LLP
19 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Keswick (10.10 miles away)
Restricted Financial Adviser
Verified since September, 2023
Free one hour initial consultation
Savings/pensions: Over £100,000
Top Rated 2026
5 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Yasitha Wijesundara
BVS Mortgages & Financial Services Ltd
5 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Whitehaven (12.08 miles away)
Limited Mortgage Adviser
Verified since March, 2026
Mortgage value: Any level