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 Dartmouth (out of 160)
12 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Karen Cooper
Chadwick Financial Management
12 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Dartmouth (0.16 miles away)
Independent Financial Adviser
Verified since September, 2016
Free one hour initial consultation
Savings/pensions: Over £100,000
Mortgage value: Over £250,000
Top Rated 2026
18 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Callum Pye
Chadwick Financial Management
18 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Dartmouth (0.16 miles away)
Independent Financial Adviser
Verified since July, 2023
Free one hour initial consultation
Mortgage value: Any level
Savings/pensions: Any level
Top Rated 2026
26 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Samuel Miller
Pia Financial Solutions
26 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Totnes (7.20 miles away)
Independent Mortgage Adviser
Verified since January, 2024
Mortgage value: Any level
Top Rated 2026
29 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Louise Worden
Concise Wealth Management Ltd
29 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Paignton (6.09 miles away)
Independent Financial Adviser
Verified since October, 2024
Free one hour initial consultation
Savings/pensions: Over £250,000
Top Rated 2026
52 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Mark Solway
Ascot Lloyd
52 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Torquay (7.75 miles away)
Independent Financial Adviser
Verified since August, 2025
Free 30 minute initial consultation
Savings/pensions: Over £250,000
Top Rated 2026