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 Epping (out of 1334)
36 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Edward Tudor
The Private Office
36 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Loughton (4.35 miles away)
Independent Financial Adviser
Verified since November, 2018
Free one hour initial consultation
Savings/pensions: Over £250,000
Top Rated 2026
16 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Mark Horsfall
Jigsaw Money Management Ltd
16 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Epping (1.11 miles away)
Independent Mortgage Adviser
Verified since April, 2024
Free 30 minute initial consultation
Mortgage value: Any level
Top Rated 2026
47 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Danish Kamran
Thomas Oliver UK LLP
47 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Enfield (7.34 miles away)
Limited Mortgage Adviser
Verified since December, 2021
Free 30 minute initial consultation
Mortgage value: Any level
Top Rated 2026
34 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Edward Adu-Boahen
Owl Financial
34 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Limited Protection Adviser
Hoddesdon (7.05 miles away)
Verified since May, 2022
Top Rated 2026
42 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Alison Tyne
Intelligent Pensions Ltd
42 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Ware (7.33 miles away)
Independent Financial Adviser
Verified since October, 2023
Savings/pensions: Over £100,000
Top Rated 2026