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 Croydon (out of 1352)
19 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Jean Carlo Gonzales
Mi Casa Mortgages
19 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Croydon (3.14 miles away)
Independent Mortgage Adviser
Verified since January, 2021
Mortgage value: Any level
Top Rated 2026
45 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Robert Hird
Isio Wealth Planning
45 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Croydon (0.15 miles away)
Independent Financial Adviser
Verified since December, 2024
Savings/pensions: Over £250,000
Top Rated 2026
25 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Alex Shields
The Private Office
25 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
London (1.73 miles away)
Independent Financial Adviser
Verified since March, 2020
Free one hour initial consultation
Savings/pensions: Over £500,000
Top Rated 2026
30 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Vincent Corcoran
Gordon Blair Financial Services Ltd
30 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Morden (4.96 miles away)
Independent Mortgage Adviser
Verified since July, 2019
Free one hour initial consultation
Mortgage value: Any level
Top Rated 2026
58 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
James Stokoe
Perspective (South East) Limited
58 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
London (3.04 miles away)
Independent Financial Adviser
Verified since June, 2025
Free one hour initial consultation
Free 30 minute initial consultation
Savings/pensions: Over £500,000
Top Rated 2026