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 Droitwich (out of 650)
107 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Matthew Williams
Ascot Lloyd
107 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Worcester (5.77 miles away)
Independent Financial Adviser
Verified since December, 2024
Free 30 minute initial consultation
Savings/pensions: Over £250,000
Top Rated 2026
57 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Emily Newman
Jane Newman Financial Planning Ltd
57 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Droitwich (0.22 miles away)
Independent Financial Adviser
Verified since June, 2020
Free 30 minute initial consultation
Savings/pensions: Any level
Top Rated 2026
90 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Simon Davies
Beals Mortgage and Financial Services Ltd
90 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Stourport On Severn (6.13 miles away)
Restricted Financial Adviser
Verified since March, 2021
Free one hour initial consultation
Savings/pensions: Any level
Top Rated 2026
72 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Stephen Baker
Ascot Lloyd
72 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Bromsgrove (4.76 miles away)
Independent Financial Adviser
Verified since December, 2023
Free one hour initial consultation
Savings/pensions: Over £50,000
Top Rated 2026
8 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Jane Newman
Jane Newman Financial Planning Ltd
8 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Droitwich (0.22 miles away)
Independent Financial Adviser
Verified since September, 2018
Up to £100 discount on fees
Savings/pensions: Any level
Top Rated 2026