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 Falmouth (out of 65)
15 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
David Medland
Octo Financial Planning Ltd
15 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Falmouth (1.29 miles away)
Independent Financial Adviser
Verified since September, 2020
Savings/pensions: Any level
Top Rated 2026
20 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Darren Bilkey
TFA - Trusted Financial Advice
20 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Truro (7.68 miles away)
Independent Financial Adviser
Verified since June, 2017
Free one hour initial consultation
Savings/pensions: Over £100,000
Top Rated 2026
62 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Paul Grey
TFA - Trusted Financial Advice
62 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Truro (11.69 miles away)
Independent Financial Adviser
Verified since June, 2018
Free one hour initial consultation
Savings/pensions: Over £100,000
Top Rated 2026
46 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Michelle Willcock
Francis Clark Financial Planning Ltd
46 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Truro (7.82 miles away)
Independent Financial Adviser
Verified since April, 2026
Savings/pensions: Any level
35 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Liam Thomas
TFA - Trusted Financial Advice
35 recent client reviews
This is the number of client reviews the adviser has received in the last 12 months
Top Rated 2026
Camborne (9.87 miles away)
Independent Financial Adviser
Verified since April, 2024
Mortgage value: Any level
Savings/pensions: Any level
Top Rated 2026