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 Epsom (out of 1335)
70 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
James Annely
MLP Wealth Management Ltd
70 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Banstead (2.94 miles away)
Independent Financial Adviser
Verified since October, 2023
Free one hour initial consultation
Savings/pensions: Over £250,000
Mortgage value: Over £500,000
Top Rated 2026
40 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Ray Martin
Four Seasons Financial Planning
40 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Epsom (0.30 miles away)
Independent Financial Adviser
Verified since March, 2017
Free one hour initial consultation
Savings/pensions: Over £250,000
Top Rated 2026
30 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Vincent Corcoran
Gordon Blair Financial Services Ltd
30 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Morden (4.38 miles away)
Independent Mortgage Adviser
Verified since July, 2019
Free one hour initial consultation
Mortgage value: Any level
Top Rated 2026
0 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Paul Keeley
One Financial Solutions
0 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Epsom (0.19 miles away)
Independent Financial Adviser
Verified since October, 2019
Free one hour initial consultation
Savings/pensions: Over £250,000
Mortgage value: Over £500,000
Top Rated 2026
27 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Tom Grunsell
Westminster Wealth Management LLP
27 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Ashtead (2.55 miles away)
Independent Financial Adviser
Verified since March, 2025
Free 30 minute initial consultation
Savings/pensions: Over £250,000
Top Rated 2026