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- Investments and Savings
- Pensions
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- Retirement income (annuities, drawdown)
- Pension Transfers
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- 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 Crawley (out of 1237)
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.
33 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Lucy Watts
Heart and Home Mortgages
33 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Crawley (2.51 miles away)
Limited Mortgage Adviser
Verified since September, 2019
Mortgage value: Any level
Top Rated 2026
107 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Nick Matthews
Shackleton Advisers Limited
107 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Horley (5.60 miles away)
Independent Financial Adviser
Verified since August, 2025
Savings/pensions: Over £250,000
Top Rated 2026
41 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Samantha Kaye
True Potential Wealth Management LLP
41 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Crawley (1.75 miles away)
Restricted Financial Adviser
Verified since April, 2022
Free 30 minute initial consultation
Savings/pensions: Over £50,000
Top Rated 2026
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34 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Susan Williams
Viva Retirement Solutions
34 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Whole of Market Equity Release Adviser
Surrey (8.10 miles away)
Verified since December, 2020
Top Rated 2026
40 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Gary Leftley
Shackleton Advisers Limited
40 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Reigate (7.65 miles away)
Independent Financial Adviser
Verified since July, 2022
Savings/pensions: Over £250,000
Top Rated 2026