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 Falkirk-And-Stirling (out of 193)
4 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Kafai Wong
Key Financial Wealth Solutions
4 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Glasgow (7.34 miles away)
Restricted Financial Adviser
Verified since June, 2022
Savings/pensions: Any level
Top Rated 2026
6 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Neil Miller
Truly Independent Limited
6 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Falkirk (3.72 miles away)
Independent Financial Adviser
Verified since June, 2019
Free one hour initial consultation
Savings/pensions: Over £100,000
Top Rated 2026
15 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Graeme Inglis
Poise Financial Planning Limited
15 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Linlithgow (6.77 miles away)
Independent Financial Adviser
Verified since July, 2012
Savings/pensions: Over £50,000
Top Rated 2026
0 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Alan Knox
Financial Succession Ltd
0 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Glasgow (6.95 miles away)
Independent Financial Adviser
Verified since March, 2024
Free one hour initial consultation
Savings/pensions: Over £50,000
Top Rated 2026
14 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Iain Ovens
Hastie Wealth Management Ltd
14 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Falkirk (3.92 miles away)
Restricted Financial Adviser
Verified since March, 2025
Savings/pensions: Any level
Top Rated 2026