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 Dorking (out of 1252)
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.
39 recent reviews
This is the number of reviews the adviser has received in the last 12 months
Susan Williams
Viva Retirement Solutions
39 recent reviews
This is the number of reviews the adviser has received in the last 12 months
Top Rated 2025
Whole of Market Equity Release Adviser
Surrey (3.37 miles away)
Verified since December, 2020
Top Rated 2025
70 recent reviews
This is the number of reviews the adviser has received in the last 12 months
Carol Munro
One Financial Solutions
70 recent reviews
This is the number of reviews the adviser has received in the last 12 months
Reigate (5.47 miles away)
Independent Financial Adviser
Verified since April, 2025
Savings/pensions: Any level
22 recent reviews
This is the number of reviews the adviser has received in the last 12 months
Wayne Griffiths
One Financial Solutions
22 recent reviews
This is the number of reviews the adviser has received in the last 12 months
Top Rated 2025
Reigate (5.47 miles away)
Independent Financial Adviser
Verified since April, 2018
Free one hour initial consultation
Savings/pensions: Over £50,000
Mortgage value: Over £250,000
Top Rated 2025
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28 recent reviews
This is the number of reviews the adviser has received in the last 12 months
Tom Grunsell
Westminster Wealth Management LLP
28 recent reviews
This is the number of reviews the adviser has received in the last 12 months
Top Rated 2025
Ashtead (5.45 miles away)
Independent Financial Adviser
Verified since March, 2025
Free 30 minute initial consultation
Savings/pensions: Over £250,000
Top Rated 2025
36 recent reviews
This is the number of reviews the adviser has received in the last 12 months
Ray Martin
Four Seasons Financial Planning
36 recent reviews
This is the number of reviews the adviser has received in the last 12 months
Top Rated 2025
Epsom (7.41 miles away)
Independent Financial Adviser
Verified since March, 2017
Free one hour initial consultation
Savings/pensions: Over £250,000
Top Rated 2025