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 Dumfries (out of 107)
5 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Stuart Huxtable
True Potential Wealth Management LLP
5 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Dumfries (0.52 miles away)
Restricted Financial Adviser
Verified since February, 2019
Free one hour initial consultation
Savings/pensions: Over £100,000
29 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Allan Moffat
CARRON FINANCIAL SERVICES
29 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Lockerbie (16.10 miles away)
Independent Financial Adviser
Verified since December, 2020
Free one hour initial consultation
Savings/pensions: Any level
Top Rated 2026
37 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Clayton Cumming
True Potential Wealth Management LLP
37 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Glasgow (65.54 miles away)
Restricted Financial Adviser
Verified since April, 2018
Free one hour initial consultation
Savings/pensions: Over £250,000
Top Rated 2026
11 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Beth Stevenson
Stevenson Financial
11 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Glasgow (60.98 miles away)
Independent Mortgage Adviser
Verified since November, 2025
Up to £100 discount on fees
Mortgage value: Over £250,000
Top Rated 2026
36 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
John Maxwell
MX Independent Financial Services Ltd
36 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Largs (70.20 miles away)
Independent Financial Adviser
Verified since December, 2019
Free one hour initial consultation
Savings/pensions: Over £50,000
Mortgage value: Over £100,000
Top Rated 2026